Use Default Business Units to quickly group business units you commonly use throughout ShareBuilder CRM.
Default Business Units adds an additional filter option to many of the pages you use throughout ShareBuilder CRM. Your Default Business Unit selections will be the default filter when using many of the pages and reports throughout ShareBuilder CRM. This feature saves time by reducing common filter selections page by page.
Setup Default Business Units
Manage the Default Business Units
Setup Default Business Units for each team member (or yourself if a Manager) by editing their ShareBuilder CRM profile. Follow these quick steps to setup or edit a team member's Default Business Units.
Visit Our Team Page
Choose a Team Member
Scroll to the bottom of their profile
Use the Default Business Unit column to set the users Default Business Units
Save Changes at the top
Using Default Business Units
Once your Default Business Units are setup, you will see a new business unit option on the pages listed below. This new option will be the default selection when using the following features and reports throughout ShareBuilder CRM.