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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.

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Written by Tori Bradford

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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