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Additional Entity on Lead Qualify Form RRS feed

  • Question

  • Hi All,

    I have created a new Entity called "Website Review" and I have a ton of leads who want a review.

    I want to do the following. What would be the best way?

    1. Qualify the Lead and make a Contact and Account  (This already is done)

    2. Have another check box on the Qualify form that says "Website Review". If checked create a new Website Review under the Account just like Contacts or Opportunities.

    What is the best approach?

    Daren

    Tuesday, October 30, 2012 2:32 AM

Answers

  • The Qualify Lead page cannot be modified. The options available here are

    1. Create a new custom application that would replicate the Qualify Lead behaviour and in addition add the check box for the new entity. This would require replicating the entire existing qualify lead functionality.

    2. Another option could be to instead add a field on the lead that say Create WebSite Review. Then you can have a plugin written on the Qualify Lead message, that would read the setting for this field and then create a Website record against the Account or Contact record that was created after the lead was qualified.

    HTH

    Sam


    Dynamics CRM MVP | Inogic | http://inogic.blogspot.com| news at inogic dot com

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    Tuesday, October 30, 2012 3:02 AM