Preferences
- Rebecca Kornblum
Overview
You may set your default viewing preferences when logging in to Insellerate. These preferences include:
Accessing User Preferences
Click the user avatar.
Select Preferences from the dropdown menu.
The User Preference window opens.
Selecting User Preferences
You may make selections in the User Preference window that set the default views for inFlow.
Default Workflow Type
The inFlow section is where you manage your pipeline workflow. The default view for the inFlow page can be set to the workflow type that you most frequently access: Applications or Partner. The default setting is the Applications view. Regardless of the default setting (custom or standard), you may toggle between both views while working in the pipeline.
From the User Preference window, select either Applications or Partner from the Default inFlow Workflow Type dropdown.
Default Home Page
You may choose from four options as your default home page. When the you log in to Insellerate, the selected default will be what you see.
From the User Preference window, select Main Dashboard, My Pipeline, Partners, or inFlow 2.0 from the Default Home Page dropdown.
User Interface
Users may choose between the older (Classic) inFlow interface and the new (2.0) inFlow interface. Only the new interface is available to new users. The Classic interface will not be available after 12/31/2024.
Default List or Status
You may choose a list or status as your default view when you initially log in. In this example, we will make Prioritized Alerts the default view.
From the User Preference window, select a list or status from the Default List or Status dropdown.
When you initially log in, the Prioritized Alerts will open in the Record Details section on the right side of the screen.
Contact Form Default
You may choose to have the Contact Form open or closed when inFlow opens.
From the User Preference window, select Open or Closed from the Contact Form Default dropdown.
inTouch Workflow Font
You may choose the font type, size, and color for inTouch and your Workflow.
inFlow Tables Font
You may choose the font type, size, and color for inFlow tables.
Saving User Preferences
Once all of the desired preferences have been set in the User Preference window, you can save them.
Select Update.
A green notification at the top right side of the screen confirms the update(s).
