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Status: Idea Submitted
JMogard
Submitted by Participant | Elite Partner on ‎Nov 10, 2022 3:02 AM

Include function to set default pipeline in user settings and presets

Would be fantastic if we can set the default pipeline for users (similar to default dashboard in user settings and presets).

Edit: Setting the default view on board view (Sales > Deals) is not the issue, this is easily done with a filter, it's always having to scroll to the relevant pipeline when creating new Deals that is tiresome for the reps. 
 

user defaults.png

presets.png

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1 Reply
amdev
Member
‎Nov 18, 2022 10:45 AM

Hello - when you say "Setting the default view on board view (Sales > Deals) is not the issue, this is easily done with a filter" are you able to set one of the filters as the default view? I can't find a setting for this and I'd like the default when my team clicks on the Sales Pipeline to be one of the filtered views, not All deals.