Set CRM as Default Portal Startup

1. Click the User Settings button in the top-right corner.
2. Go to Preferences > Default Startup.
3. Choose CRM from the list.

Alternatively, you can choose from:

• Apps
• Workspace — you’ll be asked to select which workspace to load and the default view out of the following:
  • Kanban
  • Dashboard
  • Inbox
  • Activity
  • Estimate
  • Takeoff
  • Gantt
  • Job Costing

In the Default Startup, you can optionally toggle:

• Hide Predefined Columns
• Hide Clients Column