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Change Lead Qualification Defaults

  • 1.  Change Lead Qualification Defaults

    SILVER CONTRIBUTOR
    Posted 8 days ago
    We recently were given the option to "customize the lead qualification experience" by giving users the option of which records to create. However, I have not found any way to change the default values for these - "Create Account", "Create Contact", and "Create Opportunity".

    Does anyone have an idea of how we could modify these default values? I'd like the defaults to be the exact opposite of what they are currently.



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    Chad Althaus
    Bray International, Inc.
    Houston TX
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Change Lead Qualification Defaults

    TOP CONTRIBUTOR
    Posted 8 days ago
    Hello,
    I'm afraid there is now-code way to do that. In order to achieve your requirement you will have to create custom dialog using code or something else and replace the standard dialog with yours.

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    Andrew Butenko
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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