Assign Default Power Note Subject for Power Share

Before you can assign a default Power Note subject for Power Share, you must set up Power Notes Subject Configurability.

By default, when a Power Share note is created from a Power Note, it inherits the same Subject selected for the Power Note. You can choose a different subject during the Power Share creation process or configure a different default subject for the Power Share Note.

The default Subject for aPower Share Note can be configured in either the Object list or the ATS Stage.

Example

For this example, we will be using the following configuration:

In this case, you would need to click the displayed link to see the actual subject that will be displayed.

This configuration defines that if a user creates a Power Share Note it will have the default Subject of Market Intelligence.