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How to setup the user default view of Leads

Click Settings   Click Branch Settings Choose the branch  Click edit on the user you wish to change   Change the Transaction Type as n...

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Written by Brad Roby

Click Settings

settings.jpg

Click Branch Settings

branch_settings.jpg

Choose the branch

choose_the_branch.jpg

Click edit on the user you wish to change

edit_the_user.jpg

Change the Transaction Type as necessary

transaction_type.jpg

Click Save

save.jpg
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