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How can I view only my assigned Bookings?
How can I view only my assigned Bookings?
Updated over a year ago

Related Questions:

  • Filter my Bookings

  • Is there a way to filter the pipeline so that I see only my own bookings and not the entire sales team's bookings?

  • See only my Bookings

  • Hide other people's Bookings

Procedure:

  1. Click Bookings on the left-hand side Menu

  2. Click List or Pipeline

  3. Click Add Filter

  4. Select Assigned To

  5. Select the Search dropdown

  6. Select your name

  7. Click Apply

Optional - Save View! So you don't have to add the filter each time.

8. Click Save View

9. Select Uptade existing or Save as New

10. Click Save/Next

11. If you are creating a New view you will need to confirm a Name for the View, a description and who is it shared with.

The view will be saved under the Views header for easy access.

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