Job View: Add A Column For Job Salesperson

After you create a Job View to show Jobs by Salesperson, adding a column to display the Salesperson name can be quite helpful. Once you add the additional column, save the View for quick access later. To filter your View so that you only see Jobs for one Salesperson or for help saving a View, see Related Articles

  1. Click Options > + Display Fields.
    Display field button
  2. Add the Salesperson field to your view and click Apply, then Apply again.
    Salesperson Added
  3. Click on the Salesperson header to sort by Salesperson.
    Sort by Salesperson

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