Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Department
- Joel Lipman
- Zoho
- Hits: 2013
A super quick article on how to pre-select the pipeline on deal creation within CRM based on the department specified on a user's profile.
Why?
A client asked that when staff create a deal/opportunity record in CRM, the pipeline is automatically pre-selected based on the user.
How?
So there's a bit of a pre-amble for setting up the fields, we'll then use a client script to automatically read the user's record, retrieve the department, and set the correct pipeline option.