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Set your to-do list as your home page

Set your to-do leads as your home page to know what you have to do as soon as you log in.

As a salesperson, setting your to-do list as your home page lets you know right away what you have to do when you log in in the morning. It's a real asset for an efficient sales process.

How do you set your to-do list as your home page?

Follow these steps:

  1. Click your avatar at the top right.

  2. Open your profile.

  3. Go to Settings and preferences > Other settings.

  4. In the Homepage drop-down list, choose The to-do leads (list mode).

    Profile > Settings and preferences screen shows Other settings and Homepage options; red arrows point to the profile avatar and Settings menu item. Visible: Profile, Settings and preferences, Other settings, Default app for calls, Homepage, Default pipeline.

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