Hi all,
please advise me how to disable immediate qualification after my transition to Qualification stage.
My case:
1. Lead case was customized. The first stage is 'New'.
2. Create new lead, current stage is 'New'
3. Transition to 'Qualification' manually
4. Immediate qualification occurs
BR,
Valery
Like
Hello Valery,
The qualification stage is used to check the completeness of information about a contact or an account to which the lead is linked. This stage starts after the lead information has been saved.
If the available information is sufficient for further work on the lead, qualify the lead without opening the record page. To do this, select the record in the list and click [ Qualify ].
The following instructions can help you to achieve the result you are looking for:
How to change the standard lead management process? How do I add or modify process stages?