How change the default lead and contract views [Video]

In this training video, you can learn how to change the default lead and contract view when opening AdminBase.

In Brief

  • Within the Lead or Contract browser, and within the Views pane select the view that you would like to become the default view

  • Click Advanced → Set Current View as Default

  • The next time you open the Lead or Contract browser it will open direct to the new default view

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