Quantcast
Channel: Microsoft Dynamics CRM Forum - Recent Threads
Viewing all articles
Browse latest Browse all 82002

Update Qualify Lead Status in footer with custom Status reason

$
0
0

Hello All , 

I have implemented a custom requirement by Qualify a lead without creating Opportunity using workflow which get triggered using a custom Ribbon Button and its working fine as expected . After Qualify a lead using custom button  I have to set a custom footer status (XYZ) but its populating only Qualified . I have tried to add new Status reason in the Lead Status and set in my workflow properties but still its bringing default Qualify status after lead qualification without creating Opportunity . Please share your comments .

1) Custom button 

2) Required Custom Status reason after Lead Qualify rather than Qualified 

3) Workflow properties where custom Qualify Status has been set 

Thanks 


Viewing all articles
Browse latest Browse all 82002

Latest Images

Trending Articles



Latest Images