estimate list salesperson filter estimator filter sort by estimator sort by salesperson faq Estimates: How Do I Filter the Estimate List by Salesperson?

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.


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