Presets are premade settings which can be used to instantly configure records like tracking sources or call queues within your account. Agency administrators can create presets in any account in their agency, and these settings will be available for use by account admins in any account within that agency.
When creating or updating a record that supports presets, like a tracking source or a notification, you will see this option at the top of the page:
Simply toggle the switch to ON and click Save Changes, and the settings saved for that object can now be used as a preset across all accounts in that agency. Presets appear in the record lists with a icon next to their name, and can be used by clicking the Preset button at the top of the form:
While presets can be created in any account, we recommend having one account that stores all of your presets so they are easier to find.
If you want to leave certain fields blank when using a preset, to force the user to configure certain fields on their own, click the Customize button and uncheck fields as needed. Close the dialog and click Save Changes to save these changes.
Presets are only used to initialize settings, so any changes made to presets (including deletion) will not affect records that used those presets.
If you would like to have the ability to have a preset in a location that we do not currently have, please feel free to email firstname.lastname@example.org
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