Define lead qualification experience

Give your salespeople the flexibility to choose which records to create—account, contact, or opportunity—when a lead is qualified.

To define the experience:

  1. In your app, select the Settings icon, and then select Advanced Settings.

    Advanced Settings option on the Settings menu

    The Business Management page opens.

  2. Select Settings, then Administration, and then System Settings.

  3. Select the Sales tab.

  4. Under Qualify lead experience, set Create Account, Contact, and Opportunity records by default upon qualifying a lead to No.

This prompts salespeople to select which record types to be created once a lead is qualified.

If you set Create Account, Contact, and Opportunity records by default upon qualifying a lead to Yes, Account, Contact, and Opportunity records are created by default.

This behavior is applicable on all the leads that are qualified after this setting is updated.

With the April 2020 release, this setting is also available in the App Settings area of the Sales Hub app itself.

To go to this setting:

  1. At the bottom of the site map, select Change area Icon to change the work area and then select App Settings.

  2. In the site map, select Overview, and on the Overview page, select Manage for Auto-create records for newly qualified leads.

See also

Qualify or convert leads
Create or edit leads