Release Notes

Zap Lead Qualify Without Opportunity ============================== The App is presently on HOLD as we have discovered an issue. During certain scenarios the opportunity creation is still happening (especially in CRM Online environment).  When the “No Opportunity” button is clicked then there are certain events that happen in background…For this functionality to work correctly… those events need […]

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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 […]

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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 […]

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