Quick Create: Possibility to set cardType

Completed

Andreas Røed

• November 27, 2017 08:06

Lets for example say I want to always create BP's as a prospect. It would be nice if this could be set up Quick Create. 

Vote

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• Official comment

  

  Yaremi Miranda Lopez

  • November 27, 2017 18:56

  Hello Andreas, 

  You can create a B1 Validation System that set the value to lead automatically. Here is the example:

  
• 

  Rasmus Jensen

  • November 27, 2017 15:43

  Thank you for your request. The development team have now added it to our internal planning-system for evaluation.
• 

  Rasmus Jensen

  • November 29, 2017 13:40

  Also possible to set via default Data
• 

  Andreas Røed

  • November 29, 2017 13:42

  Thanks to the both of you! :)

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