In Lifesycle, we have the ability to change our default settings so that by default when we open up the Leads/Dashboard/Properties/Viewings/Sales Progression/SDV/Outstanding Offers/Viewings awaiting Feedback we only see sales, lettings or both. You may want to do this if you only work in one particular sector.
Here's how:
First, we need to go to settings >> branch settings.
Then select the branch you belong too.
Once inside your branch settings, find yourself as a user and click the edit button.
A side menu will appear with your contact details and preferences, scroll to the bottom and select your transaction type.
If you select Sales and Lettings, you will see both sales and lettings by default in leads/Dashboard/Properties/Viewings/Sales Progression/SDV's/Outstanding Offers/Viewings awaiting feedback.
If you select Sales, you will see only sales by default in these areas. If you choose lettings, you will only see lettings by default in these areas. However you will be able to go to the filter in any of these areas and select the other type if you wish.
Setting Up Your Account - Changing Default User Settings.
