lead record is not created, with New lead qualification experience

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Posted on by Ricardo Rodrigues d...

690

Good afternoon,

In my organization, the option "New Lead Qualification Experience" is enabled

However, when I click on the Qualify button, it opens the Qualify Lead screen, but I click on the button, and nothing happens

I followed the articles below, where I adjusted the permissions correctly, but it still does not create, even though with the Administrator profile the record is Qualified, I need help to understand which permission is missing

https://learn.microsoft.com/pt-br/dynamics365/sales/define-lead-qualification-experience#how-to-customize-the-lead-qualification-experience

https://learn.microsoft.com/pt-br/troubleshoot/dynamics-365/sales/troubleshoot-lead-qualification-issues-for-system-admin

Thanks

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Ricardo Rodrigues d... 690 on at

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lead record is not created, with New lead qualification experience

Hello,

For now I have disabled it so that the user can work, but it only qualifies when he has a higher profile.

That is why I need to understand which permission is necessary.
Muhammad.Affan 4,449 on at

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lead record is not created, with New lead qualification experience

Hi There,

Strange! Just now I was able to qualify the lead. Try clearing the Cache maybe that can work.