Qualifying Lead - Create Contact

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Posted on by Community Member

Hi,

Newbie here.

When I qualify a lead, a Contact/Account gets created and certain fields are written back to the other entities. Can I add a custom drop down field in the lead entity that will copy over during qualifying to the account or contact and how can I do if so?

Appreciate it

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Community Member on at

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RE: Qualifying Lead - Create Contact

Thanks LeoAlt. I'll give this one a try too. Thanks for the assistance!

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LeoAlt 16,331 Moderator on at

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RE: Qualifying Lead - Create Contact

Hi Angelc,

When we click on "Qualify" button on the top of Lead form, CRM will run a WorkFlow background to create Account ,Contact and Opportunity.

Although we could not edit this OOB workflow, we could create another workflow on the update of Lead status updating to "Qualified".

Please follow the steps bellow.

1.Create a workflow and set the value to related Account/Contact filed.

2.Make sure that the option set field(drop down field) is Global Option Set field so that we could be able to find this field when we set actions in workflow.

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Siraj M on at

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RE: Qualifying Lead - Create Contact

you can add field mapping to map fields from lead to Contact/Account using their respective relationships

Check this for reference

Regards,

Siraj M

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