Lead qualify process design changes in UR 12 – CRM 2011
In UR 12, the lead conversion process has been redesigned. Refer below for lead qualify process before and after UR 12
Lead conversion before UR 12
- Before UR 12, we have “Qualify” button on Lead ribbon
- It opens a “Convert Lead” web page, which gives us options to create Contact/Account/Opportunity.
Convert Lead – Before UR 12
After UR 12
With new design, the “Convert Lead” dialog box no longer appears during lead qualification.
- We have 2 ribbon buttons (Qualify and Disqualify).
Convert Lead – UR 12
- The qualify button will automatically create the related Opportunity record based on the customer information entered into the Lead form
- Associated Contact and Account records will also be automatically created based on the First Name, Last Name, and Company Name field data, respectively
- If you click disqualify you are able to select the status reason, otherwise if you click qualify the lead will just automatically be qualified.
KB Article which talks about the same
Categories: CRM 2011
CRM 2011, Disqualify, lead conversion, Qualify, Ur 12
Rajeev Pentyala - Microsoft Power Platform 
Hello! I have a problem, when you go back to qualify and disqualify creates a new opportunity, how do you avoid that?