The Opportunities app of Apptivo enables you to set the default view for your app from the Preferences page. The default view refers to the preferred home page that is usually configured using the Settings page in the Opportunities app.
Steps to create Default Views
- Go to the User Menu in your Apptivo account and select Preferences.
- Here, navigate to General → Default Views → Add View to create a new default view for an app in Apptivo. Here, Opportunities app.
- On clicking the Add View icon, the Add View popup comes into view. Here, select the app.
- Once the app is selected, choose the type of view. You can select a view that has to appear as the home page.
- You can opt for the default view from the available views and save the changes. Here, we have configured Opportunities Home as the home page.
- On navigating to the Opportunities app, the home page will appear as per the configuration.
