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New UI cannot add a qualification cycle to lead RRS feed

  • Question

  • Hi,

    Currently there is no way add a qualification cycle to a lead without going to the classic form. Does anyone know w way around this? Is there some way to add something to the top ribbon?

    Thanks,

    Gary

    Monday, July 8, 2013 8:00 PM

Answers

All replies

  • Hi,

    Have a look at this and this link.



    My Weblog | My Website

    • Proposed as answer by Payman BiukaghazadehEditor Tuesday, July 9, 2013 2:50 PM
    • Unproposed as answer by GaryMk Tuesday, July 9, 2013 4:40 PM
    • Marked as answer by GaryMk Tuesday, July 9, 2013 6:49 PM
    Tuesday, July 9, 2013 2:45 PM
    Moderator
  • Hi,

    Thank you for the links but neither one answers the question, "How do I add a quailification cycle to a lead without switching to the classic view".

    Update: Based on the first link, which talked about changing the sales process I was able to make this work. I added a step which toggled a field from no to yes. I then wrote a workflow that when the field was yes it created a new qualification cycle. I will mark the above post as the answer.

    Thanks,

    Gary


    • Edited by GaryMk Tuesday, July 9, 2013 6:49 PM update
    Tuesday, July 9, 2013 4:41 PM