Filtering the Main Dashboard by Branch and Negotiator

If you are working across a number of different branches, you can filter the Main Dashboard to view either all branches or a specific branch. In addition, you can filter to see just those areas linked to a specific person. These filters affect everything shown on the Main Dashboard.

To filter the branch and negotiator:

  1. Click the Home screen tab on the main toolbar
  2. Click Main Dashboard on the Home screen side menu
  3. Using the Branches and Negotiators dropdown menus, click All Branches or a specific branch and All Negotiators or a specific negotiator
  4. The selected filters will be the defaults for you, until changed

Related articles: 

Creating Tasks

Finding and filtering tasks

Updating and completing tasks

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