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Can I control the defaults on this CB form?  I need the default when converting a Lead to be a PROSPECT and I also need the default business type to be CONSUMER not business.  The second is very important because that controls what class they are created to have.  Thanks
asked Dec 12, 2016 in CRM by Rob Johnson | 72 views

1 Answer

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Yes, the class templates control the defaults

 

Here are a few videos to help you understand class templates...

https://vimeo.com/89361183

https://vimeo.com/88855934

https://vimeo.com/88855938

There are a lot you can do with class templates to automate your data...

answered Dec 12, 2016 by cbadmin (3,200 points)
After re-reading your question - i see my answer does not apply.  No, we do not yet have a preference to default on customer or prospect when converting a lead...
I understand the class templates but this form is before a template is chosen for the Converting Lead.  The screen default is exactly as shown:  Customer is "Pre-selected by default" and also Business is "Pre-selected by default".  When the "Convert Lead" button is pressed and this form appears I want the "Pre-selected buttons to be" the PROSPECT customer type and the CONSUMER business type. Thanks
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