Zap Lead Qualify Without Opportunity
Category: General
FAQ
Getting Started – Security Role
Pre-requisite Step: Step 1: Install Zap Lead Qualify without Opportunity App solution in your CRM environment Step 2: Request trial by registering profile online (refer licensing KB article for more instructions) Step 3: Once trial approved, activate license by clicking “Update License” button (refer KB article) Security Role: You need to give “Zap – LQWO User” Security role […]
Getting Started – How Zap Lead Qualify Without Opportunity App work?
Out-of-box Lead Qualify functionality: When lead is qualified by clicking “Qualify” button, then CRM creates the below records: Account: If no “existing account” is selected and Lead.Company Name is not blank Contact: If no “existing contact” is selected Opportunity: This record is always created Below screenshot shows Lead form with “Qualify” button: Zap Lead Qualify […]
Release Notes
Zap Team Calendar Some areas of user-guide are password protected. Email support@zapobjects.com from your official email address to request password.
FAQ
Getting Started – Security Roles
The below security roles are available: Zap TC Admin: This security role is needed for configuring Team Calendar App. Zap TC User: This security role is needed for using Zap Team Calendar App. Assign this security role to all users who need to use the App.
Protected: Getting Started – Create Team Calendar App configuration
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Protected: Using Zap Team Calendar App
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Sales FAQ
Q1. Can I trial Zap Apps? Yes, all our Zap Apps come with a 15-day trial. Please note that there is no functional difference between trial and licensed version. Q2. How do I start trial? To start the trial, download and install the app solution file. Browse to Settings >> Solutions and double-click the solution […]
