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How do I create custom filters for sales reps?

Here's how to save views to streamline reporting and navigation across rep-specific data.

If you frequently view data by Sales Rep, saving your filters can save time and improve consistency across reports and dashboards.

Sales Rep Custom Filters

Check out this guide: How do I use the sort and filter tools? Scroll down to Save Custom Filters and follow the instructions to save sales rep-specific filters (e.g., West Coast Sales, Anna's Sales, etc.)

Related guide:
How do I filter by Sales Rep in reports and lists?