Changing Pipeline Preferences

Changing Pipeline Preferences

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

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, Default Filter and Card Style
  • Click Save

Management and Admin Users can edit settings on behalf of some 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, Default Filter and Card Style
  • Click Save
Info
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