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Filtering the Pipeline by Assigned User(s)

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Bytimothy A
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Overview: 
To filter the pipeline by assigned user(s), select one or more users to display only the items assigned to them. This helps you focus on specific team members’ tasks and manage workloads more efficiently.

Follow these steps to filter the pipeline by assigned user(s):

Step 1: On your Dashboard, navigate to the Pipelines tab under the Customers section.  
Step 1: On your Dashboard, navigate to the Pipelines tab under the Customers section.
Step 2: Click the Filter By User Access Filter button. 
Step 2: Click the Filter By User Access Filter button.
Step 3: A drop-down will appear with a list of users you can select. Check the user(s) you want to filter, then click Apply. 
Step 3: A drop-down will appear with a list of users you can select. Check the user(s) you want to filter, then click Apply.

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