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Filter contacts by assigned user

Here's how to find all of the contacts or companies assigned to one user:

  • Mouse over "CRM" in the navigation bar and select either "Contacts" or "Companies."
  • Select "Assigned to" under “Filter” in the upper right.
  • In the dialog that appears, tick the box(es) to the left of the appropriate user's name(s) and apply the filter.
  • Want to save your filter for easier access? Learn how to save a view here.
  • Need to assign contacts to a user? Learn how to assign contacts to a user here.
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Keywords:
Filtering, user activity, report, filtering contacts, viewing contacts
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