Job View: Jobs Filtered By Salesperson

Create a View that shows Jobs for one specific Salesperson to easily track which Jobs belong to which Salesperson. This sample View will show Jobs that are only assigned to a specific Salesperson.

This View shows Active Jobs, those with Activities less than 30 days old. Save this View for quick access in the future. See Related Articles below for saving Job Views.

  1. Go to Jobs > Customize and click Add Filters
  2. Add a Job Field Filter Type, then select Job Salesperson. 
  3. Select "is" and check the name of the Salesperson you'd like to show.
  4. Click Save and Apply.filter a job view by a specific salesperson