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Zap Lead Qualify without Opportunity
Qualify lead to create or skip opportunity record by choice! No more forceful creation of opportunity record on lead qualification!
Zap Lead Qualify without Opportunity App allows qualifying the lead to account and contact without creation of opportunity.
On installing the app, a new button “Qualify – No Opportunity” would be available under the existing lead qualify button in the ribbon of lead form as well as grid (as shown in screenshot below):
Clicking this new button will qualify the lead to Account and Contact. No new opportunity record will get created.
The existing out-of-box lead qualification functionality stays the same and is not impacted.
Product Features
Easy to set-up
Qualify lead without creating new opportunity record
Existing out-of-box lead qualify process not impacted
Lead Form / Grid automatically refreshes after lead qualification process
General FAQ
Yes, all our Zap Apps come with a 15-day trial. Please note that there is no functional difference between trial and licensed version.
Download and install the app solution file. Browse to Zap Apps >> Zap License to open the license registeration page (Refresh the page, if “Zap Apps” is not visible in sitemap). Fill-in the details and click “Register” button.
This will automatically start your 15-day trial. Feel free to email support@zapobjects.com if you have any questions.
You can purhcase any of Zap Apps from our online store. If you have already taken the trial then just let us know your CRM organization name and we will activate the trial to paid license online (no need to uninstall and reinstall the solution).
If you have not yet installed the solution in production then proceed with installation and registeration… once done let us know the CRM organization name.
All our apps are licensed by user-tier which is based on the total number of enabled CRM Users. To find the enabled CRM users, browse to Settings >> Security >> Users and change the view to Enabled Users.
Zap Objects offers few apps as free for commercial use. In-order to get your free license, register the license profile online. (Refer licensing KB articles for more info)
Zap Lead Qualify Without Opportunity FAQ
No, the existing out-of-box lead qualification process stays the same and is not impacted.
This additional functionality to skip creation of opportunity is an independent code and does not rely on or affect the out-of-box lead qualification process.
Yes, if an account or contact already exist then you will receive duplicate detection pop-up message on lead qualification (same as when using the out-of-box lead qualify functionality).
Screenshots
Related Blog Posts
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