Setting the Default Lead Type at the Role Level

Typically, the Default Lead Type (Individual or Company) can only be set on the General Preferences page. However, this can still be set at the role level by creating workflow.

 

Here are the steps:

I. Create a Workflow.

            1. Log in using the Account Administrator.

            2. Navigate to Customization > Workflow > Workflows > New.

            3. Give it a name (e.g. Lead Type)

            4. On Record Type= Customer.

            5. On Sub Types, select Lead.

            6. On Release Status= Released.

            7. On the Initiation, select Event Based. Then, set On Create box= T.

            8. Click Save.

 

            I-A. Create a Workflow State.

                        1. Click New State button.

                        2. Give it a name (e.g. State 1)

                        3. Click Save.

                        4. Click State 1 under Workflow Summary (on left pane)

                        5. Click New Action.

                        6. On Type, click Set Field Value. Then, use the parameters below.

                                    a. Field= Is Person.

                                    b. On the Value section, select Static Value. Then, set Checked= T.

                                    c. On the Condition section, set Use= Visual Builder. Then, click the button on the Condition field and use the following filters below:

                                                • Field= User Role.

                                                • Compare Type= any of.

                                                • Selection= Custom Role.

                                   

                                    d. Click Save.

                                   

                        7. On the Value section, select Static Value. Then, set Checked= T.

                        8. Click Save.