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In this scenario, we require a button that sets a Lead to the status Qualify and creates an Account and a Contact using the data from the Lead.
This is very similar to what the Qualify Lead ribbon Microsoft provides does except in our scenario, we don’t use Opportunties so we do not wish to create them.
We will use North52’s Quick Button functionality for this, please see how to set this up here.
North52 BPA Solution
The North52 BPA solution works like this:
- A formula is created that will set the status of a Lead to Qualified
- The same formula will also create an Account and a Contact using the information in the Lead
- A Quick Button will be configured for the Lead form that will trigger the formula