In the Overview tab of the Client List, what filter can be applied to only show clients assigned to a specific team member?

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13-05-2022
Business

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In the Overview tab of the Client List, what filter can be applied to only show clients assigned to a specific team member?

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okpalawalter8 okpalawalter8 · Answer 1 · 2022-05-20T10:38:03+02:00

The filter that can be applied to only show clients assigned to a specific team member is the Client list lead filter. This is further explained below.

What is a Client List?

Generally, a client list can be defined as a list of selected, prequalified, and potential clients' names, addresses, and contact information.

In conclusion, the Client list lead filter can limit your client list to only those assigned to you or a member of your team.