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How to Establish Default Settings for your Clients
How to Establish Default Settings for your Clients
Maria avatar
Written by Maria
Updated over a month ago


How to establish Default Settings for your Clients

2. Click "Application" in "Settings" menu

3. Scroll down to "Client Options" section. Here you can assign default values for your new Clients, such as Client Type...

4...Default City, IDs, and more

5. If you want to apply these settings to all your existing Clients and Leads as well, click here:

6. Don't forget to update your settings!


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