You can now filter both your Standard and Service estimates by Salesperson/Estimator in your Estimate list section.
To sort by Salesperson or Estimator, follow these steps:
- In LMN Home, click Estimate from the left menu
- Click Standard (or Service) to get to your list of estimates
- Click the drop-down box shown in the picture below where it says 'ALL COMPANY ESTIMATES'
- Select desired Salesperson or Estimator to sort your estimates
Please note: If the salesperson or estimator is not assigned to any estimates, their name will not appear in this list.