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Use Quickfill Templates to Auto-Populate Fields

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Joss Rodriguez
Updated 4 hours ago
Save time by applying pre-set field values to companies, people, and deals in one click.

Before you start: Admin permissions required to create and manage templates


Create a Quickfill Template
  1. Go to Settings > Data Entry >Quickfills.
  2. Select the record type: Company, Person, or Deal.
  3. Click New Template and enter a name (e.g., "California Accounts").
  4. Add the fields you want to pre-fill and enter the default values (e.g., State: California, Country: US, Region: Region 1, Industry: Industry 2).
  5. Click Save and Activate Template.
💡 You can create as many templates as you need — there's no limit on the number of fields or templates.

Apply a Template When Adding a Record
  1. Click the + icon in the top right corner.
  2. Select Company, Person, or Deal.
  3. Click on QuickFill and select your template.

Apply a Template to an Existing Record
  1. Open the record's profile page.
  2. Click Quickfill at the top of the page.
  3. Select your template — only the fields included in the template will update.

Note: Quickfill changes are logged as a system update in the record's activity history, so you can see exactly what was changed and when.


Undo a Quickfill
  1. After applying a template, you will be prompted to undo the template in the lower left corner.
  2. The fields will revert to their previous values.
Note: The undo action is also recorded in the activity log.


Manage Templates
  1. Go to Settings > Data Entry > Quick Fills.
  2. Find the template and toggle it on or off.
  3. Click the three-dot menu to edit or delete.

Need help? Contact support at [email protected]. 
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