search-icon

CRM Leads Views

started a topic 12 months ago


Can this be set by user preference. So if you were to save a custom date range make that the default view when the user comes back to the screen. Similar to the sales view screens.


Specailly when you have leads and oppertunities that take a long time to convert, there is no point defaulting to 30 day view and changing it manually. 


Sales view screens save the personal view prefernces, can these be applied to CRM. 



1 person likes this idea
Login or Signup to post a comment

1 person likes this idea
Log in or Sign up to post a comment