How can I see the leads assigned to a particular user?
On your dashboard, click the large green Stream New + button on the left.
In the list, click COMMENT/ASSIGN, and then from the dropdown, select ASSIGNED TO USER. To the right, click on select an option. Your screen should now look similar to the screenshot below.
Select ‘with a value of’ and then click on select a user. In the drop-down, you will see all of the dashboard users listed. Simply select the correct one, and click the orange ADD RULE BELOW button, then click PREVIEW AND SAVE.
You now need to give the stream a name, before clicking the large SAVE STREAM AND CONTINUE button.
Remember, unless you choose to share it, only you will be able to see your custom stream.
Have more questions? Contact us at hello@canddi.com or 0161 414 1080
In the list, click COMMENT/ASSIGN, and then from the dropdown, select ASSIGNED TO USER. To the right, click on select an option. Your screen should now look similar to the screenshot below.
Select ‘with a value of’ and then click on select a user. In the drop-down, you will see all of the dashboard users listed. Simply select the correct one, and click the orange ADD RULE BELOW button, then click PREVIEW AND SAVE.
You now need to give the stream a name, before clicking the large SAVE STREAM AND CONTINUE button.
Remember, unless you choose to share it, only you will be able to see your custom stream.
Have more questions? Contact us at hello@canddi.com or 0161 414 1080
Updated on: 04/02/2020
Thank you!