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Customer experience | Sales, Customer Insights,...
Answered

Change default Lead BPF used when a Form Submission creates a Lead?

Posted on by Microsoft Employee

I have been digging all around the Form Submission entity, and crawling around the Workflows and I can't seem to find where to set which BPF is used by a lead when it is created by a form submission... Does someone know where that is configured or do I need to write/update a workflow to handle picking the right Lead BPF?  (our sales organization has a BPF they like and our plan is that any lead created by submission drops right into the sale pipeline..)

Thanks

Josh

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Change default Lead BPF used when a Form Submission creates a Lead?

    Oh I R DUM....   Just deactivating the Marketing BPF was all we needed to do...

    However that wouldn't work if we needed to conditionally choose a BPF, but for now... it will meet the immediate need.

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