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Unlocking Leads

  • 1.  Unlocking Leads

    Posted 13 days ago
    Hi everyone

    We use Leads for our prospects and once a lead is qualified, the Lead locks and an opportunity gets created. Standard workflow so far.
    However, we have stored data fields on the Leads form that at times need to be modified later on at a diff. sales stage. The locked leads, prevents us from updating what we need to modify.

    We are thinking of the following:
    - move the fields over to opportunity to get around this issue. Trouble with that is real estate on opportunity form!
    - unlock the Leads to make changes, but figure out a custom solution to bypass the standard behavior of creating an opportunity after we are done with changes...

    Has anyone encountered this business need and if so, how are you addressing it?

    many thanks,
    Zhabiz

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    Zhabiz Chu
    American Society of Clinical Oncology
    Alexandria VA
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    Conference-CRMUG_200x200


  • 2.  RE: Unlocking Leads

    GOLD CONTRIBUTOR
    Posted 13 days ago
    Do you need the info in a dedicated field or is it unstructured info? You can always add "notes" on a closed record?
    One workaround we are using on invoices in order to keep track of whether payment reminders have been sent: A workflow reopens the invoice, adds "today's date" into the respective field and then closes the invoice again.

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    Sissy Bottcher
    Business Process Innovation Specialist
    Dynamics 365 for Sales Enterprise (Online v.9)
    San Diego CA
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    Conference-CRMUG_200x200


  • 3.  RE: Unlocking Leads

    Posted 13 days ago

    Thank you for sharing your workaround with invoices. Perhaps a similar workflow can do the trick with Leads. Will investigate.

     




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  • 4.  RE: Unlocking Leads

    TOP CONTRIBUTOR
    Posted 12 days ago
    One quick and easy solution to get around not being able to edit locked records, is to add the relevant fields to a personal view, add the filters that you need, and use Open In Excel Online to edit them; you may not want the majority of your users knowing anything about this method!


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    Donal McCarthy
    Digital Marketing Administrator
    BrightWork
    Galway
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    Conference-CRMUG_200x200


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