Announcements
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.
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.
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.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
290,107
Super User 2024 Season 2
#2
Martin Dráb
227,954
Super User 2024 Season 2
#3
nmaenpaa
101,148
Share
Report
All responses (
Answers (