Hi,
Is it possible so that when a lead will be qualified the activities such as appointments, phone calls will be created along with Account, Contact and Opportunity.
As per my understanding, activities can be added to the Account, Opportunity after the record is created. But is it possible to create the activity records along with Account,Contact and Opportunity?
Thanks
Amit
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I think that you would have to do this via Plugin.
You should be able to create a plugin on the Lead Entity QualifyLead message, and in there create the new activities that you are looking for.
Doing this Post-Operation would allow you to get the Account and Contact that were created from the Lead record.
Hi Aric,
It's the case of creation of new activities that not yet exists.
Do you mean activities that already exist in the Lead Record, or the creation of new activities that do not yet exist?
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