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Customer Insights - Journeys forum

if user Qualify the lead record, how to make a field is Mandatory and then abort to the Qualify record.

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Posted on by Community Member

i have lead record, if i qualify the record then i want to do field is Mandatory and abort the Lead record.

what is the approach of above scenario for Develpment

if from your side any buady code is there please share me

ychandra888@gmail.com

ychandra1992@gmail.com

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Lead Management and LinkedIn

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Christian Abeln Microsoft Employee on at

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Hello,

in the process flow from lead to opportunity the lead will be marked as qualified and by that is in disabled state as soon as the user qualifies the lead to an opportunity. In the UI the Lead form will switch to display the Opportunity created and the user will seamlessly continue working on that now.

I hope this process fullfils your requirements.

(I am not quite sure what you refer to as the Mandatory field and to "abort the Lead record".)

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