Change default campaign for new sales opportunity when using AdHoc Campaigns (ZD 7248)

I want to be able to set default campaign per "regarding" type on CallSave screen so that when I choose "Regarding" corresponding default AdHoc Campaign gets selected.

 

Currently there is a setting that controls this when client is not using AdHoc. When using AdHoc it currently always selects Premium if it is present for both - New Sales Opportunity and New Premium Sales Opportunity. We need to be able to control which default campaign gets selected based on Regarding Type. 

  • Guest
  • Jan 17 2019
  • Future consideration
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