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I only want to create an opportunity when I qualify a Lead

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Posted on by CiaranReynolds3

I've found the "Qualify lead experience" setting under System Settings that prompts the user to choose which record types are created but by default Account/Contact are set to Yes and Opportunity is set to No. See below.

0456.Qualify-lead.png

Is there any way I change the default values of these Yes/No fields? Ideally I want Account/Contact to No and Opportunity to Yes.

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Johao Larios 1,795 on at

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Hello there,

Thanks for your question, unfortunately this is not possible by using the OOB qualify button. If you want to create only an opportunity, you could create your own button with the custom Java Script logic needed for this.

This is the doc for qualifying leads. https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/qualify-lead-convert-opportunity-sales

regards,

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venkatsr User Group Leader on at

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Hi,

Custom Button will come to your help, but not with OOB feature.

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Community member 2 on at

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Did anyone find a solution or some documentation on how to use a custom button?

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Ram Prakash Duraisamy 2,287 on at

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Hi,

Add Account/Contact/Opportunity fields in the Form

then Set the Default Value for Account and Contact is No then Set Opportunity to Yes

That's it :)

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