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How do you set the default for the sales rep field...
# general
m
makon
02/03/2020, 3:53 PM
How do you set the default for the sales rep field?
n
NSinTX
02/03/2020, 3:55 PM
Customer Record?
m
makon
02/03/2020, 3:57 PM
can you be more specific
n
NSinTX
02/03/2020, 4:00 PM
Are you trying to default it on the transaction or Customer Record?
m
makon
02/03/2020, 4:01 PM
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
NSinTX
02/03/2020, 4:10 PM
Not sure of a standard way, but the way Ive done in past is a simple workflow
m
makon
02/03/2020, 4:11 PM
yeah, that will work. Just seemed like something that would be a default option. Thanks.
b
BarryMc
02/03/2020, 4:42 PM
You can create sales territories and default the sales rep. Setup Customer rules and then setup up territories
m
makon
02/03/2020, 4:47 PM
We hav ethe territories set up. but when creating a new customer, the sales rep field still starts as blank.
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