Customer Defaults
Updated 9 months ago
Introduction
Customer defaults allow you to choose basic defaults for customers created in your company account.
Editing Customer Defaults
To edit a customer default, navigate to Settings > Defaults > New Customer > Customer Defaults inside your company account.
Here you can set three defaults for new customers:
Default | Description |
Country | The country where the customer lives. |
Type | The type of customer: Individual, Company, or Flooring Customer. |
Status | The customer status such as Active, Lead, Marital Status, etc. You can customize the list of customer statuses in Settings > Customer > Labeling > Status. |
After selecting your customer defaults, they will automatically be saved in the system.