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

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Posted on by Radoslavov 382
Hi all, 
 
any ideas how can i either set default values for Account and Contact to no, when a lead is qualified, or completely disable the popup screen, as we do not create anything when a lead is qualified.
 
  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Qualify Lead
    Hi Partner,
    Has the issue been resolved?
    Have there been any updates? Please feel free to ask me any questions you may have!
    If it has been resolved, can you mark the response as an answer?
  • Ram Prakash Profile Picture
    Ram Prakash 2,287 on at
    Qualify Lead
    Hi,
     
    you can simply use Business Rule to set the Same.
     
    Note:
     
    If you are using Business Rule make sure the fields are available in the form.
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Qualify Lead
    Hi Partner,
    1. set default values for Account and Contact to no in the popup screen
    Unfortunately, we can't set it.
    2. completely disable the popup screen
    In App settings, you can disable the popup screen through setting 'Create Account, Contact, and Opportunity records by default upon qualifying a lead' option to Yes, But it will create account, contact and opportunity automatically.
    3.You mentioned that you do not create anything when a lead is qualified.
    If so, you can use the following ways to customize it because that OOB settings can't achieve you goal.
    1)'QualifyLead' action in the workflow:
    2)using plugins
    3)using web api
    4.Maybe you can change lead status to 'qualified' directly not using 'Qualify' button.
    I hope you can verify my answer if it helps you! If you have any questions, please feel free to contact me.
    Regards,
    Leah

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