How can I see the leads assigned to a particular user?

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1. On your dashboard, click the large green CREATE STREAM button on the left. 

 

2. In the orange list, click CONTACT.

 

3. From the dropdown, select ASSIGNED TO USER

 

4. To the right, click on select an option. Your screen should now look similar to the screenshot below.

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5. Select with a value of and then click on select a value. In the drop down, you will see all of the dashboard users listed. Simply select the correct one, and click the orange ADD RULE BELOW button. 

6. Click PREVIEW AND SAVE.

You now need to give the stream a name, before clicking the large SAVE STREAM AND CONTINUE button.

 

Remember, unless you choose to share it, only you will be able to see your custom stream.

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