Default Data Entry based by logged in User

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1

Hi,
I am looking for an option, that enables default entry on certain data fields based on logged in user.

e.g.:
- creating new deal
- assining sales person: default should be signed user

is there a way to do so?
thanks in advance

2

Hi @FNagel,

Yes, this is possible, but depends on the exact specifics. Would you mind sharing a few more details what you would like to achieve?

Generally, this type of automation requires a Professional subscription, leveraging workflows.

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Best regards!