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Setting a default sub-company for new lead and customer records

This may be useful for users of sub-companies

R
Written by Raymond Carrel
Updated over 6 months ago

It's possible to have a specific sub-company be auto-selected when creating a new lead or customer record.

Users with Settings access can set a system-wide default from Settings - Sub Companies.

Select a sub-company to open its settings, tthen check the Default box, and Save.

There can only be one default. Setting a sub-company as the default will uncheck the box for all other sub-companies.

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