Lead View: Filter Leads By Salesperson

You can create and save Lead Views the same way you can create Job and Calendar Views, to customize how you view information at a glance. For example, you can filter your Lead Views by Salesperson for a quick View of which Leads are assigned to which Salesperson. For more information on saving Lead Views, see Related Articles below.

  1. From the left side navigation, click on Leads.
  2. Click on the Options button from the top menu.
  3. Click on the + icon to the right of Filters to add a Filter.Add filter to a lead view
  4. Select Filter Type: Lead FIeld.
    Select Lead Field: Lead Salesperson.
    Select which Salesperson(s) to view or exclude.
  5. Click Save then click Apply.

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