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

 

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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?

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Hi all,

 

please advise me how to disable lead immediate qualification after transition to Qualification stage ?

Please have a look my lead case in attachment.

 

File attachments
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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?

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Hi Community,

I am trying to create a new lead and qualifying it, to create a new contact & account but when i am trying to create another lead with the same account name and contact name, later qualifying it.  Duplicate contact and account is getting created via the OOB lead management and lead qualification process, is it possible to link it to the existing account and contact.

 

Scenario: 

1.We create a new lead providing all the mandatory field data and later qualify the lead.

2. A new account and contact gets created and it is linked to the lead.

3. Create another lead with the same account name and contact name.

4. Qualify this lead also.

5. OOB process lead management and lead qualification process starts

6. It creates a new account and contact

 

Question : is it possible to link the lead to the existing account and contact instead of creating a duplicate account and contact.

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Dear Amritha,

 

You can modify the OOB business process and add a search for an existing contact - the process is called Lead qualification. Feel free to modify it according to your business tasks! Make sure to update the Lead management process system setting after a new version of the process is created. 

 

Best regards,
Angela

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