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Proposal Builder NEW! Filter Proposals by Salesperson in Proposal Builder


Jehan
387 Points
Posts: 20
Topic starter
Joined: 1 year ago

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.
salesperson filter d

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