View assigned sales reps under contacts tab
It would be helpful for the Admin to view each sales reps contacts/job/tasks/
Hi Jason,
We’ve added our new Report Builder in our latest update, which will make this report much easier to create and manage.
You can try it out by selecting “Reports (Beta)” from the left menu and creating a new contact report, customize and save, then by adding it to your dashboard.
Please let us know if this works out for you, and we will be making more changes to this as we go, including the ability to customize the grid on the Contacts tab.
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Jason Kaiser commented
Is there way to make a user a sales manager and have him be able to see only his team of sales reps?