I need to be able to set a default office to be used with future deals
- Under Add a Deal in account info, *Office needs to default to WSET-Lynchburg, currently it defaults to HOUSE
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Anonymous
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Unable to get in touch with the original requester in order to design a feature like this. Declining due to lack of information and interest.
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AdminRyan Moore (Product Owner, Matrix) commented
So in other words,individual salespeople should be able to set a default office that you use more than any other and then have it be applied for every new deal created.
Correct?