Help Center

Go to Positive noCRM

Set the global pipeline view as your home page

View all users' leads in the pipeline of your choice

As an admin, you might want your noCRM account's homepage to be a complete overview of the company's pipeline.

For that, simply choose in your user settings 'Company Pipeline' and whenever you log into your account, you'll have access to a pipeline view that contains all users' leads.

How to set the global pipeline view as your home page?

Follow these steps:

  1. Mouse over your name at the top right corner of the app.

  2. Choose Settings.

  3. Scroll down and in Homepage, pick The pipeline view with all the leads.

  4. Click Save.

And that's it.

Did this answer your question?
😞
😐
😁