Default Settings – Relationship, Source, & Est. Lead Time

The Relationship, Source, and Estimated Lead Time fields can be set to have default values that are automatically populated when new accounts and opportunities are created, which will help save users valuable time. Follow the instructions below to set  your default values:

  1. Login to Mothernode
  2. Go to the Administration menu and select Settings
  3. Locate and click the General Default Values menu option
  4. Under Account Information, make the default selections for the RelationshipSource, and Est. Lead Time fields
  5. Click Save to finalize changes

In the image above, we see that the default value for the Relationship field has been set to End-user (Customer), the default value for the Source field has been set to Tradeshow, and the Est. Lead Time field has been set to 30 Days.

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