Skip to main content
All CollectionsUsing Student ManagerLead Management (CRM)
How do I see which leads have been assigned to me?
How do I see which leads have been assigned to me?

Using the Assigned User filter in Leads

Clive avatar
Written by Clive
Updated over a week ago

When working in Student Manager, the system has been setup, as much as possible to work in the context of the user who is logged in, i.e. according to the active user profile.

However in the leads section, due to differences in institution workflows, the consultant would need to use the Assigned User filter to filter leads which they are responsible for.

Step 1 .


Navigate to Leads and ensure you have the required access privileges to work in the leads section
N.B. if you are uncertain of your access privileges, contact your system administrator

Step 2.


Select the Assigned User filter dropdown

Step 3.

Select your name from the list and the leads will be filtered to the ones assigned to you

Did this answer your question?