leadqualification | Community Creatio

Question

09:32 Feb 20, 2024

Hello,

what is the best way to add some custom fields into qualificaiton process. We need to copy information from Lead to Account only when new Account is created during qualification (like it is done OOTB).

But if we modify script of the process (ProcessContact, ProcessAccount methods), we should overwrite the whole process, so we can loose future Creatio updates of the process.

Do you have better approach to achive this goal?

Thank you!

Vladimir

3 comments

Cherednichenko Nikita

02:11 Feb 23, 2024

Hello,

Try to create a business process that is launched when a record is added or changed.

https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/pr…

Vladimir Sokolov

12:00 Feb 23, 2024

When Account/Contact is created from the Lead qualification process, it is not linked to the Lead yet, so we cannot use "Added" signal.

When Lead is modified and Account/Contact is set, we don't know if it is set by qualification process or manualy. So, in the second case we mustn't modify Account/Contact.

In result, I don't see any option to catch event of Account/Contact creation during qualification

Serhii Parfentiev

01:03 Feb 27, 2024

Hello,

In such circumstances, we recommend using the code-level development process to catch such an event and make the desired logic.

Unfortunately, we don't have any examples of such implementation.

If you have any difficulties with this task, you can create a ticket for the Creatio support team, within which we will consider this issue.

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Question

Override qualify button

Ghiu Diana Stefania

14:11 Apr 04, 2023

Hello!

I have a big problem.

The core process: "Lead management" starts whenever the stage is changed on Lead or when I click on "Qualify". I want it to work only if I press the button but not when the stage changes.

I wanted to override the function that calls that process, but I can't really find it. I tried like this, but it doesn't work.

Does anybody know where I can override the main function of the "Qualify" button so that I can start a custom process from there and to deactivate the "Lead management" process?

Thank you!

2 comments

Best reply

Bhoobalan Palanivelu

15:47 Apr 04, 2023

Ghiu Diana Stefania,

You can find the button in two places one in Section page and another one in Edit page.

1. In section Page (LeadSectionV2)-onLeadManagementSectionButtonClick()
2. In Edit page (LeadPAgeV2) - onLeadManagementButtonClick()

Bhoobalan Palanivelu

15:47 Apr 04, 2023

Ghiu Diana Stefania,

You can find the button in two places one in Section page and another one in Edit page.

1. In section Page (LeadSectionV2)-onLeadManagementSectionButtonClick()
2. In Edit page (LeadPAgeV2) - onLeadManagementButtonClick()

17:38 May 30, 2023

Bhoobalan Palanivelu,

if we click the button it pass always from the first lead stage to the third one (handoff to sales).When can we see the logic for this button because this lead should complete some criterias to pass in the handoff sales after clicking this button

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Question

Lead

leadqualification

Financial_Services_Creatio_lending_edition

8.0

Immediate qualification

Valery

10:31 Jun 09, 2022

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

2 comments

Valery

11:25 Jun 09, 2022

Kalymbet Anastasia

17:03 Jun 09, 2022

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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Question

Lead

leadqualification

Financial_Services_Creatio_lending_edition

8.0

Immediate qualification

Valery

09:23 Jun 09, 2022

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

LeadCase.PNG

1 comments

Kalymbet Anastasia

17:03 Jun 09, 2022

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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Question

Creation of duplicate account and contact from leads via OOB process lead management and lead qualification process

Amritha Mayan Gorky

18:45 Sep 16, 2020

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.

1 comments

Angela Reyes

20:26 Sep 16, 2020

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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