Set a Default Lead Source on Customer Records Using a Workflow

1. Navigate to  Customization > Workflow> Workflows > New
2. Set the following:

• Name: (Enter a Name for your Workflow For example, "Set Default Lead Source"

• Record Type: Customer

• Sub Types: Customer

• Execute as Admin is marked

• Release Status: Released

• Event Based: Marked

• On Create: Marked

• Trigger Type: All

3. Click Save.
4. Click New State.
5. Enter a Name then click Save.
6. Click the New State.

7. Click on New Action.
8. Choose Set Field Value for the Type.
9. Set Trigger On = Entry.
10. In the Parameters section, set Field = Lead Source.
11. In the Value section, mark Static Value and select the default Lead Source value in the Selection field.
12. Click Save.