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1 Odgovori
4843 Prikazi

I am trying to set a default customer to a newly created lead and was wondering if anyone knows how to do that? Thank you for the help

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Best Answer

Hi Eric,

(1) First of all activate Developer mode from top of the right side corner on clicking on the Administrator(or user you logged in the system)

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(2) After then create the Lead record with the customer you want to make default.

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(3) After saving the record on the left side on the top the form view there is one selection box Debug View# click on that & you will see Set Default window. There you can select the default values for Lead object.

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Thanks,
www.acespritech.com

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Avtor

Very good. Thank you so much

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