Hi, I'm trying to change the default setting on the CRM pipeline view from "My Pipeline" to be a specific Sales team pipeline view. Is this possible? Every time I change it, it defaults back to "My pipeline".
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Hello Joanna Turner,
I would like to inform you that in order to add the default sales team as a filter when opening the CRM application, you need to set the default filter.
Please follow the steps below to set the sales team as the default filter:
Go to CRM -> Open the dropdown in the search bar -> Group by sales team -> Save the current search -> Select "Default filter" -> Save.
For more details, please refer to the video link below:
https://drive.google.com/file/d/1HONqOd3eqHhd9Kulxbv03eI7-y7AGcme/view?usp=sharing
I hope you find this information helpful.
Thank you and have a nice day
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