How to change the Lead "Status Reason"
A common request by clients is how to add reasons for why leads were qualified, disqualified and lost. Below are the steps to complete this.
- Start Microsoft Internet Explorer
- Load your Microsoft Dynamics CRM website and log in with a minimum of "System Customizer" credentials
- Click on Settings
- click on Customization
- Click on Customize Entities (Note: It's recommended to export your settings BEFORE doing this)
- Double-click on Lead
- Click on Attributes
- Scroll down and double-click on "Status Reason"
- Change the "State" to the desired choice (Open, Qualified, or Disqualified). Do not delete from the list. If you don't want say "Lost" any more to show don't delete it as it may already have been used and the number that is assigned can't ever be re-used. Rather you can rename existing ones.
