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How to Filter by SalesPerson in the Jobs Pipeline?

In this article, you will learn how to filter by salesperson in the jobs pipeline.

David Arteaga avatar
Written by David Arteaga
Updated over a week ago

​Click On "Jobs Pipeline"

Click On "Jobs Pipeline"

​1. Locate the Salesperson's Filter at the Top of the Jobs Pipeline Screen

Click on 'All Project Managers'

2. Check the Desired Salesperson

Check the Desired Salesperson

3. Click on 'Go'

Click on 'Go'

4. See How Only Deals Assigned to This Salesperson Will Appear

Click on 'Go'

5. Click on 'Reset'

By clicking here, your pipeline will automatically go back to show all deals

Click on 'Reset'



If you have any questions, please don't hesitate to contact DripJobs customer support or the helpdesk.

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