This file will help a Team member set their Lead Pipeline display preferences, or an authorised Admin to do this on their behalf.

Updating/Changing Pipeline 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, and Default Status
• Click Save
  

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

• Go to Setup > Team Members
• View the desired Team Member
  
• Select Team Member settings
  
• Select the Leads tab on the left side
  
• Choose the Default Pipeline, and Default Status
• Click Save

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