Defaults Tab of My Preferences Dialog Box

Use the Defaults tab of the My Preferences dialog box to specify defaults for qualifying contacts and for the country that displays when you create a new record in the Opportunities, Firms, Contacts, or Projects hubs.

Field	Description
Default Qualified Status	This option displays if you use CRM Plus and the Lead Qualification process is enabled in Settings. Use the Default Qualified Status option to specify the default value for the Qualified Status when a new contact is created in the Contacts hub. Options include: New Lead. Select this option for all new contacts to be created with a qualified status of New Lead. This indicates that the contact is in the "lead" phase without any associated firm or other records. As you work with the contact and your relationship evolves through the lead qualification process, you can change the contact's status in the Contacts hub to Qualified Contact. Business developers are likely to select New Lead as the default. Qualified Contact. Select this option for all new contacts to be created as qualified contacts. This option is selected by default and allows you to bypass the qualification process if your role does not typically work with prospects.
View Leads in Contact Fields	This option displays if you use CRM Plus and the Lead Qualification process is enabled in Settings. Select this checkbox to include leads in all contact lookups. If this option is not selected, leads are hidden from the user in those areas.
Default Country	Select the default country that will display when you create a new opportunity, firm, contact, or project. You can change this field. When you create a new opportunity, firm, contact, or project record, the country should default to the default country in My Preferences. This should only default if there is no other place from which to default the field. For example, if you create a new record by copying an existing record, then the country should be copied from the other record and not defaulted from settings. Also, Project Templates and Defaults override settings.

Field

Description

Default Qualified Status

This option displays if you use CRM Plus and the Lead Qualification process is enabled in Settings. Use the Default Qualified Status option to specify the default value for the Qualified Status when a new contact is created in the Contacts hub. Options include:

New Lead. Select this option for all new contacts to be created with a qualified status of New Lead. This indicates that the contact is in the "lead" phase without any associated firm or other records. As you work with the contact and your relationship evolves through the lead qualification process, you can change the contact's status in the Contacts hub to Qualified Contact. Business developers are likely to select New Lead as the default.
Qualified Contact. Select this option for all new contacts to be created as qualified contacts. This option is selected by default and allows you to bypass the qualification process if your role does not typically work with prospects.

View Leads in Contact Fields

This option displays if you use CRM Plus and the Lead Qualification process is enabled in Settings. Select this checkbox to include leads in all contact lookups. If this option is not selected, leads are hidden from the user in those areas.

Default Country

Select the default country that will display when you create a new opportunity, firm, contact, or project. You can change this field.

When you create a new opportunity, firm, contact, or project record, the country should default to the default country in My Preferences. This should only default if there is no other place from which to default the field. For example, if you create a new record by copying an existing record, then the country should be copied from the other record and not defaulted from settings. Also, Project Templates and Defaults override settings.

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Defaults Tab of My Preferences Dialog Box

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