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.

  1. Click Customize > + Display Fields.
  2. Click on Salesperson on the left to add it to the Selected Fields column on the right.
  3. Click Apply, then Apply again.
  4. Click on the Salesperson header to sort by Salesperson.

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