How to use Default Saved Lists to Jump Right in to What Matters

Rachel Hughes

Created Mar 14, 2024

How to use Default Saved Lists to Jump Right in to What Matters

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FollowUpCRM

10 Steps
1

You have the ability to create a default saved list of projects. This allows you to jump right in to the list of projects that is most pertinent to you every morning. From the project list, create a list of projects that you want to see everyday. Then click on the blue arrow.

You have the ability to create a default saved list of projects. This allows you to jump right in to the list of projects that is most pertinent to you every morning. From the project list, create a list of projects that you want to see everyday. Then click on the blue arrow.
2

Click on Set as default view

Click on Set as default view
3

Now when you log out.

Now when you log out.
4

Click on Logout

Click on Logout
5

And log back in....

And log back in....
6

Type password

7

Click on Login

Click on Login
8

You can click on Projects.

You can click on Projects.
9

And your list of projects is what comes up.

And your list of projects is what comes up.
10

That's it! Now you can jump right into your workflow each morning. Admins and leaders, you can help your estimators set this up as well.

Well done!
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