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