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:
- cannot contact
- no longer interested
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:
How to add a reason to disqualify a lead
1.) Go to Settings > Customization > Customize the System.
2.) Expand the Entities menu:
3.) Scroll down and expand Leads, then click on Fields:
4.) Double click on the Status Reason field:
5.) Change status to Disqualified:
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:
7.) Enter a new reason, then click OK:
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:
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