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Job View: Add A Column For Job Salesperson
sAfter 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.
- Click Customize > + Display Fields.
- Click on Salesperson on the left to add it to the Selected Fields column on the right.
- Click Apply, then Apply again.
- Click on the Salesperson header to sort by Salesperson.
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