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Default Sales Org Data based on User parameters

Former Member
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Hello,

I wonder if it was possible to have the Sales org data beeing filled in automatically based on the user parameters. In ERP you can set this up in the user settings "Own data". In CRM you also have this option but I'm not sure if the WEB GUI uses this data in order to default the values.

What I would want is that when a user creates a prospect, the sales are data is automatically filled based on the user's parameters.

would this be possible?

Kind regards

Accepted Solutions (1)

Accepted Solutions (1)

0 Kudos

Hi Tom,

You can attach the user to a BP which in turn is assigned with org attributes.

Also the determination should be enabled.

Regards,

Leon

Answers (0)