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SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Join us
Can't set Custom Customer Form to preferred
We created a custom Customer Entry form and set it to preferred, however it only defaults correctly to this form when creating a New Customer Record. When creating a New Lead or New Prospect, the default is still the Standard Customer Form.
Am I doing something wrong? Is there a different form for Leads and Prospects that need to be customized as well?
Thanks.
-Steve
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