Sales Reps and Customer List

  • Idea
  • Updated 3 years ago
I'm sort of surprised that your Customer List report has no way to Filter By, Display, or Sort by sales reps. Having a handy list of customers and their sales rep would be very helpful.
A current workaround is to make a custom field cor the customer with the Sales Rep which can be used in Reports but it's an extra and redundant step.
Photo of ColinC


  • 14 Posts
  • surprised

Posted 3 years ago

  • 1
Photo of Sunny

Sunny, Official Rep

  • 333 Posts
Wish listed!