Changing Pipeline Preferences

This file will help a Team Member set their Pipeline display preferences.

Your own preferences:

Click on your profile photo in the top right corner.
Select My Settings.

Select the Leads tab on the left side.
Choose the Default Pipeline, Default Filter and Card Style.
Click Save.

Management and Admin Users can edit settings on behalf of some other Team Members:

Go to Setup.
Select Team Members.
View the desired Team Member.
Select Team Member settings.
Select the Leads tab on the left side.
Choose the Default Pipeline, Default Filter and Card Style.
Click Save.

Note: If Pipeline option is not available, you do not have permission to access this function in the software, please contact your manager or you can submit a request to Arosoftware regarding adding a module to your account : Click here