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Filtering by Salesperson in the Sales Pipeline

Filtering by Salesperson in the Sales Pipeline

In the Sales Pipeline we have the option to filter by the Salesperson assigned to the deal. Follow the steps below.

Written by Laura Cuadros

Updated over a week ago

The "Salespeople" filter can only be used by the person with the administrator account, if a person with the "Salesperson" login enters, he/she will not have the option to filter it.

1. Click on Sales Pipeline

Click on Sales Pipeline

2. You will see all your Deals

You will see all your Jobs right here

3. At the top you will see this box

By default is filtered by "All Salespeople"

At the top you will see this box

4. Click on it

You can filter by the Salesperson's name

Click on it

5. Click on the name you would like to see

Click on the name you would like to see

6. Now your Sales Pipeline page will be filtered under your salesperson's name

Now your Sales Pipeline page will be filter under your salesman name