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 View shows Active Jobs, those with Activities less than 30 days old. We recommend saving this View for quick access in the future, see Related Articles below for saving Job Views.
- Go to Jobs > Options and click + Filters
- Filter Type: Job Field
- Job Field: Job Salesperson
- Select "is" and check the name of the Salesperson you'd like to show.
- Click Save and Apply.
- The result will show only Jobs for that Salesperson.