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 sample View will show Jobs that are only assigned to a specific Salesperson.

This View shows Active Jobs, those with Activities less than 30 days old. Save this View for quick access in the future. 

  1. Go to Jobs > Customize and click Add Filters
  2. Add a Job Field Filter Type, then select Job Salesperson. 
  3. Select "is" and check the name of the Salesperson you'd like to show.
  4. Click Save and Apply.