Hi,
The first one is fairly simple, you can change Lead Qualification Experience in System Settings.
Here are the steps:
- Go to Advanced Settings -> Administration -> System Settings.
- Under the Sales tab, look for the Qualify lead experience section and change the settings to Yes. When Yes is selected, an account and contact are automatically created without showing a popup to the user.
For the second part, I would recommend you to use contact as a stage in Business Process Flow. I am not sure if you are already using a Business Process Flow or not, let me draft a basic BPF design for this scenario:
- Stage 1 - Lead: add all actions of steps relevant to lead qualification.
- Stage 2 - Contact: create a stage for the contact entity and use Existing Contact lookup for mapping.
This way, upon lead qualification a contact will be created and you can move to the next stage which should show the Contact form.
I would suggest copying the existing Lead to Opportunity process, rename it, remove extra stages, and replace the second stage with the contact entity instead of the opportunity entity. This way once qualified, the user will be automatically moved to the contact stage.
If you do not want to use BPF (for whatever reason), you can register a JavaScript function onLoad of the Lead form, which uses openform function to navigate to the contact form (once qualified). I do not recommend this approach because:
- you need to handle your code in a way that it only fires up when lead is qualified
- inconsistent user behavior
You can read more about openform function here:
https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/clientapi/reference/xrm-navigation/openform
Let me know if you need more details.
Best,
Wahaj
(if this answers your query, mark it as verified)
