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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Qualify Lead popup
Customer experience | Sales, Customer Insights,...
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Qualify Lead popup

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Posted on by prettyflower 5

When I click Qualify button in Lead form, by default "Yes" is selected for Account. I have a requirement to have "No" selected for that option.

Is there any way we can update the Lead Qualify popup options(Account, Contact, Opportunity) before showing it to users.

pastedimage1678826149427v1.png

I have the same question (0)
  • Verified answer
    Leco Lv Profile Picture
    Leco Lv on at

    Hi partner,

    Check this.

    pastedimage1678873493873v1.png

    learn.microsoft.com/.../define-lead-qualification-experience

  • prettyflower Profile Picture
    prettyflower 5 on at

    Thank you for the response. Qualify Lead Experience is set to No and Account & Contact is 'Yes' by default and Opportunity is 'No' by default in the popup.

    I would like to change the Account value to 'No' based on some condition. How can we customize the value selected in the popup.

  • Suggested answer
    Leco Lv Profile Picture
    Leco Lv on at

    Hi partner,

    I understand what you mean, but after trying it I think the popup doesn't support customization. You can only use the method provided above, set all to "Yes" or all to "NO" in the system settings. Generally, this is by design, unlike forms, popups do not support customization.

    pastedimage1678956803795v1.png

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