Manager View vs. Individual View
T
Tim Walker
There should be a way to toggle from manager view to a personalized view. With manager access our notifications are extremely cluttered. It's easy for things to get lost in the shuffle. I should be able to switch from seeing EVERYTHING to being able to just see the messages, notifications and leads that are ASSIGNED TO ME from the main dashboard.
example: instead of every unanswered text/email in the CRM being visible I should be able to just filter out mine, through the main dashboard.
Shelby Parker
Thanks for sharing this, Tim Walker — totally hear you on how cluttered notifications can get with manager access, and how easy it is for assigned items to get lost. This is really helpful context, and I’m looping it into our review so the team can evaluate a cleaner way to toggle/filter the main dashboard between “everything” and just what’s assigned to you. If we need any additional details on your workflow, I’ll follow up.