How do you set the default for the sales rep field...
# general
m
How do you set the default for the sales rep field?
n
Customer Record?
m
can you be more specific
n
Are you trying to default it on the transaction or Customer Record?
m
i want to set the default value of sales rep on new customer records. I want to set it to assign by territory by default.
n
Not sure of a standard way, but the way Ive done in past is a simple workflow
m
yeah, that will work. Just seemed like something that would be a default option. Thanks.
b
You can create sales territories and default the sales rep. Setup Customer rules and then setup up territories
m
We hav ethe territories set up. but when creating a new customer, the sales rep field still starts as blank.