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Optional Defaults for Dropdown Terms

Aug 11, 2023

We have extended Dropdown terms in Deal Editor and Deal Studio to support an optional default value. This new feature can power pricing and packaging scenarios where it’s not always possible or desirable to set a default option. For example, when there are optional service add-ons or features.

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This feature is fully compatible with the existing “Required term” behavior so Sales Operators and Deal Desk admins can still require Sales Reps to select an option before submitting their deals to Deal Desk.

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See KnowledgeBase article for a complete example of how to configure dropdown terms in RevOps.

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