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.
Contents
| Field | Description |
|---|
| Default Qualified Status
|
This option displays if you use CRM Plus and the Lead Qualification process is enabled in Settings. Use this 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 check box 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 displays 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.
|
