Skip to main content

Can I set a default company entity?

Available on Boost
Available on Flow

Yes, if you work with multiple company entities in Teamleader Focus, you can set a default company entity.

To do this, follow these steps:

  1. Go to Settings > Company information

  2. Click on the three dots next to the company entity you'd like to set as default company entity

  3. Click on Set as default
    ​


    ​

This will cause this company entity to be the default one, and therefore the one used by default when creating invoices, quotations or when using a signature when sending an email. Remember that even if this is marked as default, you can continue to manually select the other company entities when necessary.

Did this answer your question?