Set Default Qualified Status and Country

You can 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.

The Default Qualified Status and View Leads in Contact Fields options display if you use CRM Plus and the Lead Qualification process is enabled in Settings.

To choose the qualified status and country:

1. On the toolbar, click and click My Preferences.
2. Select the Defaults tab.
3. From the Default Qualified Status drop-down list, select the default status for new contacts created in the Contacts hub.
   • Choose New Lead to create new contacts in the "lead" phase without any associated firm or other records.
   • Choose Qualified Contact to create all new contacts as qualified.
4. Select the View Leads in Contact Fields checkbox to include leads in all contact lookups. If this option is not selected, leads are hidden from the user in those areas.
5. From the Default Country drop-down list, select the country to display when you create a new opportunity, firm, contact, or project.
6. Click Save.