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Can I change the default view when I first login in to my account?
Can I change the default view when I first login in to my account?

Learn how to update your default view settings to default to a certain pipeline or to your tasks page.

Rob avatar
Written by Rob
Updated over a week ago

When you login to your LeadSimple account you will be automatically placed on the first pipeline that was created on the account.

You might want to have a different view when you login to your account (maybe a different pipeline, process type, or your tasks page); for that reason you now have the opportunity to select your default view.

All you need to do is go to your profile:

From there go to the drop-down menu that's called "Default Login Page" and select between Tasks, All Processes, an individual Pipeline, or Process you prefer.

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