New Old Qualify Lead Experience

Back in the olden days (pre 2015 I think), you used to have the ability to qualify a lead and choose the record that would be created. Microsoft removed the choice and the last few years you either had to live with the default behaviour or replace the functionality with workflows or plugins. I even wrote an unpublished article about how to do this but when it was announced that this…

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New Old Qualify Lead Experience

Back in the olden days (pre 2015 I think), you used to have the ability to qualify a lead and choose the record that would be created. Microsoft removed the choice and the last few years you either had to live with the default behaviour or replace the functionality with workflows or plugins.

Blog Syndicated with Matt Collins’s Permission

Author: Matt Collins

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