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#664 - Default setting for new Opportunity
I would like to default every new opportunity to a specific group, please advise where the setting is for this? Thanks
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11 years ago
Under Security Suite Settings (found on the Admin page) check out the "Default Groups for New Records" panel at the bottom. Select which group should always be assigned to each new Opportunity then select Opportunities in the Module drop down. Then click on the "Add" button.
11 years ago
I'm going to close this out, but if this didn't solve your need then please do follow up.