How do I Make a Default Contact Type Automatically = Customer (Potential)?

  • 4 August 2022
  • 1 reply

Any time I create a contact, Copper auto-selects the field “Uncategorized”. How do I change it so it auto-selects: Customer (Potential) instead?


Best answer by Michelle from Copper 8 August 2022, 16:08

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Hi @andrewbermudez, thanks for posting! We don’t currently have a way to update the default contact type when creating a new contact. However, we do have an open Idea about it. If you upvote that thread, we’ll notify you if this feature is released. In the meantime I will let the Product team know that someone asked about it.

Thank you Andrew!