Set default opportunity category at the template level

I want to be able to set a default opportunity category at the template level. Currently, opportunity categories are set globally, which means templates pull in the global default category. For example, my renewals person uses a customized template but has to manually change the category to 'Renewal'. When they forget, it screws up our pipeline reporting by hiding their pipeline in with the wider team. Having this at the template level would automate this small manual task and keep our pipeline reporting accurate.

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Status

New

Board
πŸ’‘

Feature Request

Date

7 days ago

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