Capturing bid values in numbers - allowing a default
I've set up custom fields to capture our bids as a number. And a checkbox to indicate whether it's hourly.
The problem is, many of our bids are repeat values (e.g., a certain dollar amount per hour).
So we have to enter the same value each time. (<<<<<would love to have the ability to set even numeric custom fields to a default, for this reason.)
But if I make it a dropdown for the bid amount, where I could choose a default so I don't have to keep entering the same data over and over - then when it's a fixed project or if the hourly rate is different I can't use the custom field at all.
So is the only way to create separate custom fields for each type of bid. Hourly as a dropdown, then an additional custom field that would be numeric - for either a fixed or hourly (in case hourly rate changes for one particular project). And then if the hourly rate changes in the future across the board, just add a new option to the dropdown.
Does this sound OK, or are there trouble spots.
Any other ideas?
Thanks.
Comments
Hello,
You can use workflow automation to default values to the opportunity fields.
Thank you,
Micah Feldkamp
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