Yes. On the web you pick a rep in the header selector and the lists, Home and reports recalculate for that rep only; the choice stays as you move between screens, and inventory and catalog, which belong to the whole business, say so. In the app you filter by rep in each list.
- Where it works
- On the web and in the app
- What you need
- With a paid plan
Other ways to ask
- Can I filter everything by rep?
- Can I see what each rep is doing?
Related topics
- Sales rep routes
- Customer visits and follow-up
- Visits and activities calendar
- Team activities and tasks
- Sales goals per rep
- Reorder: what to restock and who to offer it to
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