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Question for Pros: How to filter records for editors?

Topic Labels: Collaboration
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Hi everyone,

I don’t even konw if that’s possible,

But I’m using the Sales Pipeline view for my team to call our potential clients. And I would like to avoid one member of the team to steal potential clients from another member of the team that warmed up this potential client.

In other words, I’d like my team to have their own list of leads in the same table by using the Filter feature.

Can we do this ?

Thanks

PS: I tried alot of software and this one is the best

2 Replies 2

Hi Pierre,

There are many ways you can do this. The best way to do this is by assigning clients to team members using the collaborator field. You can also have all of your team members as options in a single select. With that you can create views for each of your teammembers

I’d recommend you check out the webinars on building a CRM where we show exactly how to do this and how to structure a high performing CRM in Airtable.

Thanks ! I’ve assigned leads to my collaborators by using the right field

But I didn’t succeed to hide the leads that aren’t assigned to them yet…