How to qualify lead without opp?

(0) Share

Report

Posted on by epark06

1,320

By default the Qualify Lead button creates an account, contact, and/or opportunity. Is there a way to NOT create an opportunity, and only create an account and contact?

*This post is locked for comments

All responses (4)

Answers (2)

Suggested answer

Aditya 260 on at

Like (0)

Report
RE: How to qualify lead without opp?

If you want to qualify by webapi ((javascript) on click of custom qualify button you can refer the link

www-inogic-com.cdn.ampproject.org/.../

Please replace the piece of code in the given link with below code :-

//pass the parameters required var data = { "CreateAccount": true, "CreateContact": true, "CreateOpportunity": false, "Status":3 };

If you want to qualify using plugin then you can refer the link below :-

alphabold.com/.../

Please replace the piece of code in the given link with below code :-

context.InputParameters["CreateOpportunity"] = false;

context.InputParameters["CreateAccount"] = true;

context.InputParameters["CreateContact"] = true;

}

Please mark the answer as verified if it works for you!!
epark06 1,320 on at

Like (0)

Report

RE: How to qualify lead without opp?

Thanks!
Verified answer

Haris Lilic 125 on at

Like (0)

Report

RE: How to qualify lead without opp?

I had similar requirements.

You would want to create a C# plugin and register it to a Pre-Operation step and use the QualifyLead message using the plugin registration tool.

C# Plugin:

Plugin Registration step:
Verified answer

gdas 50,085 on at

Like (0)

Report

RE: How to qualify lead without opp?

Please check below old thread -

community.dynamics.com/.../qualifying-a-lead-to-contact-without-creating-opportunity