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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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Qualifying lead to opportunity

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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