This week in Dynamics 365 CRM Support, we’ll look at how to add a reason to disqualify a lead in Microsoft Dynamics 365 for Sales CRM.

So let’s say you’re a salesperson or sales manager. You or your team have been working on a lead, but you decide it is not worthwhile to continue. You’ll need to disqualify that lead in Dynamics so you and your team know it’s not an active lead anymore.

Microsoft Dynamics 365 for Sales requires you to give a reason for disqualifying a lead. By default, there are four reasons to disqualify a lead:

  1. lost
  2. cannot contact
  3. no longer interested
  4. canceled

In this video, I’ll show you how to disqualify a lead in Dynamics 365, and how to add a reason to disqualify a lead in case the four default reasons are not enough.

See below for video and instructions:

 

 

How to disqualify a lead

1.) Open the lead.

2.) From the command bar, click Disqualify and select a reason:

Disqualify a Lead Microsoft Dynamics 365 for Sales CRM

 

How to add a reason to disqualify a lead

1.) Go to Settings > Customization > Customize the System.

2.) Expand the Entities menu:

Expand Entities Menu Customize the System Microsoft Dynamics 365 for Sales CRM

 

3.) Scroll down and expand Leads, then click on Fields:

Entities Leads Fields Customize the System Microsoft Dynamics 365 for Sales CRM

 

4.) Double click on the Status Reason field:

Status Reason Field Customize the System Microsoft Dynamics 365 for Sales CRM

 

5.) Change status to Disqualified:

Edit Lead Disqualify Field Microsoft Dynamics 365 for Sales CRM

You will see the same options that we saw earlier in the video, as well as several editing options, most importantly Add, Delete, and Edit.

Note: If you delete a reason and that reason is being used in any of your records, those records will not have that status reason with them anymore.

 

6.) Click Add:

Add a Reason to Disqualify a Lead Microsoft Dynamics 365 for Sales CRM

 

7.) Enter a new reason, then click OK:

Add List Value Disqualify Lead Microsoft Dynamics 365 for Sales CRM

 

8.) Perform any additional Add, Edit, Delete actions. You can also organize how your list of reasons will display using Move Up and Move Down. When you are done editing, click Save and Close.

 

9.) Click Publish All Customizations:

Publish All Customizations Lead Microsoft Dynamics 365 for Sales CRM

 

 

I hope this video has been helpful. Join us next week for more CRM Support tips.

Click here to learn more about OnTrack Support and how we can help you get the most out of Dynamics 365 for Sales CRM.

 

 

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