Sample View: Jobs by Salesperson

Question

How do I show jobs sorted by salesperson? How do I show jobs for just one salesperson?

Answer - sort by salesperson

To show jobs sorted by salesperson, click Options, then Select Field, and add the Salesperson field to your view:

Then click on the Salesperson heading on the view to sort by Salesperson: 

Answer - Filter by Salesperson

To show a view with specific salespeople, click Options, then Add Filter: 

Then Choose Job Field and Job Salesperson and select the Salesperson(s) you want to include in your view: 

The result will show only jobs for that salesperson: 

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us