estimate list salesperson filter estimator filter sort by estimator sort by salesperson faq 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

Sortestimates.png

 

Please note: If the salesperson or estimator is not assigned to any estimates, their name will not appear in this list.

Comments

0 comments
Please sign in to leave a comment.