With Salesmate, you can automatically assign a default Company or a Company Type to a Contact whenever it is created.
Note: You need Manage Module permission to access these settings. Please note that currently, this feature is available only for the Contact Module.
How to Enable the Automation Rules in the Contact Module
To enable the Automation Rules,
- Navigate to the Profile Icon on the top right corner
- Click on Set Up
- Head Over to Modules Category
- Select Contacts Module
- Head to the Automation Rules section
- Enable the below Automation Rules,
- Assign Company owner to Contact by default: When you enable this rule, the owner of contacts associated with a company will update when you change the owner of the company
- Assign Company type to Contact by default: When you enable this rule, the type of contacts associated with a company will update when you change the type of the company
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