Projects vs Deals "Default View" Based on Role?

Alberto
Alberto Member Posts: 6
5 Up Votes

Is there any way to default to projects or deals based on the role the team member is assigned within Pipedrive?

For example, if we have an account management team that we want working in the projects area primarily, can we set their settings so that every time someone with that role logs on, it defaults to projects, instead of deals? Thanks for the help.

Tagged:
1
1 votes

Active · Last Updated