Default Data Entry based by logged in User

[FNagel]

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

[karstenkoehler · Accepted solution]

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.

Weiter gern auch auf Deutsch.

Best regards!