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Customer experience | Sales, Customer Insights,...

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Qualifying lead to opportunity

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Posted on by Norcan

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Hi All

How can I change the default values in the qualify lead process. I want to have account and contact to be No and Opportunity to Yes.

Please advise.

Thanks

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Leah Ju Microsoft Employee on at

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Hi Partner,

Unfortunately, we can't change default value for account and contact to no in the dialog.

However, you can try to use another way to qualify lead, not through 'Qualify' button.

For example:

--using workflow.

--The "QualiftLead" action allows you to choose whether or not to create an account/contact.

You can refer to this for more details:

https://www.linkedin.com/pulse/qualify-lead-without-creating-account-contact-kiril-radoslavov-gmzpf

More reference:

--Using code:

https://debajmecrm.com/qualify-lead-in-dynamics-365-using-xrm-webapi/

https://debajmecrm.com/skip-account-contact-opportunity-creation-during-lead-qualification-in-dynamics-365/

I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
Regards,
Leah

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