Filter Proposals by Salesperson in Proposal Builder

Why is it important?

Managing multiple opportunities simultaneously is challenging. Proposal Builder helps salespeople stay on top of how close each of their opportunities is to close with status tags that show which proposals have been viewed, commented on, or approved in one view (the Manage Proposals dashboard).

With the filtering capability, salespeople can view their proposals without having to scroll through colleagues' proposals to pick out theirs.

How does it work?

  1. Go to Sales & Success Center > Proposals > Manage Proposals
  2. Press the filter icon to the left of the Search bar to open the filter settings. 
  3. Scroll down to Salesperson and select one or more salespeople from the dropdown.

filter_salesperson.png

Step 1

salesperson_filter_d.png

Steps 2-3

 

Try it out!

Want to look at just your proposals? Head over to your Sales & Success Center and follow the steps above.

 

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