How to Change the Client Pipeline Default Filter

Note: Independent and Restricted level users are only be able to view their own clients.

By default, your client pipeline will show only clients assigned to you. This can be useful if you work on a large team and don't need to see your colleague's clients; however, if you find yourself wanting to see everyone's clients by default, you can easily change that setting by following these steps:

1) Navigate to the Client & Client referrals Setting

1. Click the Settings Cog ⚙️
2. Choose Settings
3. Navigate to the My settings tab
4. Choose Client & Client referrals

2) Toggle to Everyone

Under the Default "Filter by Employee" on Dashboard pages setting, simply toggle to the Everyone option.

Have more questions? Feel free to reach out to us at support@seniorplace.io!