Proposal Builder NEW! Filter Proposals by Salesperson in Proposal Builder
Jul 20, 2022 2:02 pm
Partners can now filter proposals by salesperson in Proposal Builder to efficiently manage their deals in progress without wading through those of their teammates.
How does it work?
- Go to Sales & Success Center > Proposals > Manage Proposals
- Press the filter icon to the left of the Search bar to open the filter settings.
- Scroll down to Salesperson and select one or more salespeople from the dropdown.