QualifyLead Action

Qualifies a lead and create account, contact, and opportunity records that are linked to the originating lead record.

Bound Entities

Bound actions are invoked by appending the action name to the URI representing an entity or collection.

Entity Type Binding Type
lead entity

Parameters

Parameters allow for data to be passed to the action.

Name Type Nullable Unicode Description
CreateAccount
Edm.Boolean False True Indicates whether to create an account from the originating lead.
CreateContact
Edm.Boolean False True Indicates whether to create a contact from the originating lead.
CreateOpportunity
Edm.Boolean False True Indicates whether to create an opportunity from the originating lead.
OpportunityCurrencyId
transactioncurrency True True The currency to use for the generated opportunity.
OpportunityCustomerId
crmbaseentity True True The account or contact that is associated with the opportunity.
SourceCampaignId
campaign True True The source campaign that is associated with the opportunity.
Status
Edm.Int32 False True The status of the lead.
ProcessInstanceId
crmbaseentity True True

Return Type

Type Nullable Description
Collection(crmbaseentity) False The QualifyLead action returns the following value.

See also