Add default values for Sale

Owned by Thomas Speekenbrink
Last updated: Dec 22, 2021 by Remco Visser

Overview

When you have Sale fields linked in your Profile you can set default values for new sale items. Keep in mind that only the columns not linked in the profile are taken into account to add the default value.

How to

Link a Sale field in the Configure Fields section of your DataBridge Profile.
Go to the Destination settings and scroll down to the Advanced Settings in SuperOffice CRM. 
Here you see that default values are added for Sale.

  • Sale owner
  • Sale type
  • Sale stage