DripJobs Help Center

How to Filter by Salesperson in the Sales Pipeline?

In this article, you will learn how to filter by label in the sales pipeline.

Written by Salma Castillo

Updated over a week ago

1. Click on "Sales Pipeline"

Click on Sales Pipeline

2. At The Top Of The Sales Pipeline, Click On "Salesperson"

At the top of the Sales Pipeline, Click on Salesperson

3. From The Dropdown Menu, Select The Salesperson You’d Like To Filter By

This will help you identify which deal cards are assigned to that person

From the dropdown menu, select the salesperson you’d like to filter by

4. When You Click on "Go"

When selectedlick on Go

5. Now You Will See All The Deal Cards That Are Assigned To Your Salesperson

Now you will see all the deal cards that are assigned to your salesperson

If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.