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.

Once Filters and Display Fields have been applied, Save the View for quick access later.

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