Information
The CRM lead qualification process can now be controlled – just like it used to be.
Remember when you could control whether an account, contact and/or opportunity was created when you qualify a lead? That functionality was taken out of CRM a while ago but now it’s back.
To turn it on you need to go to System administration settings, the sales tab and then turn the Qualify lead experience to no
When you next qualify a lead, you’ll see the below options in a dialog
You can then choose which records you wish to create.
Further Information
If you have any questions about or need assistance in planning for this change then please contact the GCC Group Support Team on 0845 260 1151 or servicedesk@gccgroup.co.uk
