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# In the '''Lookup Filter '''select the '''Scope''',''' Lookup Categories''' and '''Status''' which will be available in the assigning a contact.
# Click the '''Save''' button for the ''Organizations'' standard field.
==Configuration - Advanced==
If you wish to trigger a UTA Contact Assignment Workflow or a UTA Company Assignment Workflow from a UTA level 1 record then you must have configured the [[Types|Level 1 Type]] settings.
Each Level 1 '''Type''' page has the following 2 options in the '''Process''' tab:
* '''Available Contact Assignment Workflow''' - use to define one or more UTA Role Assignment Workflows that are triggered by this type .
* '''Available Company Assignment Workflow''' - use to define one or more UTA Company Assignment Workflows that are triggered by this type.
[[File:Available_Assignment_Workflow_Settings.png|thumb|center|600px|Available Contact/Company Assignment Workflow setting page.]]
==See Also==
