Friday, May 17, 2019

Set Default Type for Leads/Prospects/Customers


To set a default lead/prospect/customer type (either Company or Individual) whenever new records are created:


1. Navigate to Setup > Company > General Preferences

2. Locate the Default Customer Type preference and set it to either Company or Individual.

3. Click Save.


For more information, see General Account Preferences.

No comments:

Post a Comment