Quantcast
Channel: Microsoft Dynamics CRM Forum - Recent Threads
Viewing all articles
Browse latest Browse all 82002

Automatically creating account record when Lead is qualify

$
0
0

Hi,

How do I prevent creation of Account record when I qualify a Lead in the new form (Polaris)?

Note: In previous version, there's an option to choose whether you want to create an Account, Contact and Opportunity record.

Thanks!


Viewing all articles
Browse latest Browse all 82002

Trending Articles



<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>