Quick Create: Possibility to set cardType Completed

Andreas Røed

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. 

Comments

4 comments

Date Votes
  • Comment author
    Yaremi Miranda Lopez
    • Official comment

    Hello Andreas, 

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

  • Comment author
    Rasmus Jensen
    Thank you for your request. The development team have now added it to our internal planning-system for evaluation.
    0
  • Comment author
    Rasmus Jensen

    Also possible to set via default Data

    0
  • Comment author
    Andreas Røed

    Thanks to the both of you! :)

    0

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