Set a default product

Choose which product is used by default when none is selected.

RL

RUBINLAKE Team

Updated: Jul 14, 2026

If you maintain several products, you can mark one as the default product. It is used when no other product is selected.

Set a default product

  1. Open Products.
  2. Select the product you want.
  3. Choose Make default.

The default product is marked with a badge in the list.

Why this is useful

  • The assistant can fall back to your default product when no selection is made.
  • Your team starts from a consistent offering as a baseline.

Tips

  • Choose the offering you sell most often as the default.
  • Update the default when your sales focus shifts.

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