Filter Pipeline Leads by Role and User
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Nikki Wines
As a Manager in my agency's Fuse realm, I'd love to have the ability to occasionally filter our Pipeline leads to show only those assigned to ME, as opposed to all leads in the pipeline (regardless of which Agent they're assigned to).
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Lawrence On
complete
L
Lawrence On
Hello!
Fuse Pipeline now allows filtering leads by user. You can now filter leads by "All Leads", "My Leads", or select from a list of all users.
Thanks and Enjoy!
Lucas Jans, VP of Product
in progress
We're working on it