Anyone with leads in their charge can tap “Assigned to me”, available on both the Board and the List, to see only their own portfolio of leads instead of the agency’s whole pipeline.
Requirements: none in particular; available to any role that can see the Leads screen.
- Go into Leads.
- Tap the “Assigned to me” button, next to ”+ New lead” and “Manage stages”.
Result: the Board (or the List) filters instantly to show only the leads whose “Assigned to” field is you. Tap the button again to remove the filter and see all leads again.