Filter option
under review
D
Deandre Seymore
you should be able to add a filter to see all claimed customers
J
Jacob Coleman
under review
J
Jacob Coleman
Hi Deandre, thanks for the feedback? Are you looking for this filter on the pipeline or in reports? And by "Claimed Customers," do you mean customers who were claimed from one salesperson by another salesperson (as a way of monitoring skates)?
Shelby Parker
Hey Deandre Seymore, thanks for your feedback! I have a few more questions for you:
- Can you clarify what you mean by 'claimed customers'?
- What specific information are you looking to see when you filter by 'claimed customers'?
- How frequently would you use this filter option?