Written by johnpatrick 
Carrot CRM is your new partner in simplifying real estate lead management!
Did you know? Carrot CRM’s Essential, Scale and Team plans come with included setup support. Our team handles setting up lead integrations for you during a simple kickoff call.
Introduction
This section is where you change settings that are specific to your account like how you want to sort your Opportunities or Actions by default. Each user will have to set up their own settings here.
Access your personal settings
- Click your Profile Icon in the top-right corner of the page
- Select My Settings
- Click Settings
The settings available in this section are:
- Focus Mode – hide most of the menus in your account to keep your focus on your Actions and Opportunities
- Opportunity List Sort By – Change how your Opportunities menu is sorted
- Transaction List Sort By – Change how your Transactions menu is sorted
- Action List Sort By – Change how your Actions menu is sorted
- Default Team – If you have access to multiple teams, select a default one to log in to every time you open the CRM
- Default Number of Items Per Page – Change the default number of leads displayed in your Actions or Opportunities menu
