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FNagel
Member

Default Data Entry based by logged in User

SOLVE

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

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Default Data Entry based by logged in User

SOLVE

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!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Default Data Entry based by logged in User

SOLVE

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!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes