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set default customer to lead?

By
Eric
on 9/26/13, 7:12 PM 1,005 views

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

1
Acespritech
On 9/27/13, 6:04 AM

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

Very good. Thank you so much

Eric
on 9/27/13, 1:13 PM

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Asked: 9/26/13, 7:12 PM
Seen: 1005 times
Last updated: 3/16/15, 8:10 AM