Defaults
These processing options specify default settings that are used to process lead information.
- 1. Default Lead Owner
Use this processing option to specify the lead owner to assign to new leads. If you leave this option blank, the system enters the logged in user's Address Book Number in the Lead Owner field.
- 2. Default Qualification Script
Use this processing option to specify which qualification script to assign to new leads. If you leave this option blank, the system does not assign a qualification script to the lead. To qualify the lead, you must manually enter a script name in the Qualification Script field.
- 3. Default Search Type
Use this processing option to specify the search type to assign to new leads. If you leave this option blank, the system assigns new leads a search type of P (Prospect).
- 4. Default Industry
Use this processing option to specify the industry grouping that is assigned to new leads. If you leave this option blank, the system does not assign an industry to the lead.
- 5. Default Primary Address Type
Use this processing option to specify the address type code that is used to identify a lead's primary address. If you leave this option blank, the system assigns address type B to the primary address.
- 6. Default Lead Source
Use this processing option to specify the lead source to assign to new leads. If you leave this option blank, the system does not assign a lead source. Values are stored in UDC (90CB/LS).