Video Library and Filter
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Robert McMillan
It would be very beneficial if when salesperson filter is being used, on the dashboard (I have store wide access) it would filter the Video Library as well instead of clumping the whole store together.
Shelby Parker
Thanks for calling this out, Robert McMillan — totally hear you on how clunky it is when the dashboard is filtered by salesperson but the Video Library still shows the whole store. Just to make sure we’re aiming at the right behavior: when you pick a salesperson, should the Video Library show only videos created/sent by that salesperson, or videos tied to that salesperson’s leads/customers? And would you expect the Video Library to automatically follow whatever salesperson is selected on the dashboard, or is it okay if you have to apply that filter again inside the Video Library? Lastly, is this something you’d want to extend to other dashboard filters too (team/department/date range), or just salesperson?
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Robert McMillan
Shelby Parker Either way. But there isn't a filter option for videos. Personally I would like to see if I am in another salespersons filter, I would see only the videos by them. Same for if I am filtered to only me and not the store seeing just my videos in the Library.