Person and Company fields in Default

Objects in Default are the Person and Company records that routing, scheduling, and workflows read. For each object, you manage its fields and choose which data sources can fill them, in what priority order, so Default uses the most authoritative value available.

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Objects list

Default has 2 objects. Each has its own tab in Data Model.

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Priority

Each object page opens with a Priority section at the top. This is the workspace-level source order, which applies to every field on the object. To fill any field on this object, Default tries your data sources in the order listed here. It stops at the first source that returns a value. The first row is always Actions. This is a manual override, so a value set there wins over every connected source. You cannot reorder or remove Actions. Only admins can set an override value.

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Add and remove data sources

Select Manage to open the data source picker. The picker lists the sources already in the priority list, plus the objects of any CRM your workspace has connected under Integrations. Toggle a source to add or remove it. Sources you add appear at the bottom of the priority list. Drag sources to reorder them. The available data sources are:

• Default sources: every workspace starts with Actions, CSV Uploads, Default: Form Capture, Pixel: Website Intent, Pixel: Form Submission, and Scheduling: Booking Link.
• CRM sources: Salesforce and HubSpot objects appear when those integrations are healthy. For Person, add Salesforce: Lead, Salesforce: Contact, or HubSpot: Contact. For Company, add Salesforce: Account or HubSpot: Company.

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Reorder data sources

Drag any row except Actions to change its position. Rows higher in the list take priority. Default stages unsaved changes locally. Select Save in the header to apply them.

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Map fields (CRM sources)

For CRM sources, a Map fields button appears on the row. Select it to open the mapping dialog. In the dialog, map each Default field to its matching field in the CRM object. For example, map Default’s email field to Salesforce’s Email field on the Lead object. Mappings tell Default exactly which CRM field to read when the CRM is the winning source for a given field.

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Fields

Below Priority, the Fields section lists every field defined on the object. Each field shows its name, data type, and the data source icons that contribute to it in priority order.

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Standard fields

Standard fields ship with Default and represent the most common properties for each object. Person standard fields Company standard fields

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Custom fields

Select Add custom field to create a field that is not in the standard set. The field configuration dialog has the following options: When you change the order, a Priority overridden alert appears above the list. Select Reset to return to the workspace-level order. To edit a field, open the row’s context menu. Select Edit field. To delete a custom field, open the row’s context menu. Select Delete field. Deleting a custom field removes it from all records. You cannot undo this.

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Search fields

Use the search bar above the fields table to filter by field name or description. This is useful on objects with many custom fields.

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Saving changes

Default stages priority order changes and new or edited fields locally until you save. When you have unsaved changes, a Save button appears in the object page header. Select Save to apply all staged changes at once. If the save fails, an error appears. Default keeps your staged changes so you can retry. Related: Lead enrichment software from Default