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This step allows you to Qualify a Lead.

For using this activity you must access here and select Qualify Lead:
wf1.gif


Then in the activity you can fill the following parameters:
wf2.gif

The Parameters are:
  • Lead: Lead to be Qualified
  • Create Account: true/false to set if we want to create a new account
  • Create Contact: true/false to set if we want to create a new contact
  • Create Opportunity: true/false to set if we want to create a new Opportunity
  • Existing Account: to set an existing account to be set on new created Opportunity
  • LeadStatus: "3" for example for Qualify Status

Last edited May 2, 2016 at 12:19 AM by demian_rasko, version 3