Here’s how to set up a sales tracking application for multiple sales reps in blist using Pick Lists and Lenses.

First you create a blist tracking all of your customers, leads, or sales. Then you create and add a Pick List column to your blist with the names of all your sales reps.

Lastly, you create a new Lens for each sales rep. When you create each Lens, set the Lens to only include rows where the sales rep Pick List equals the name of one rep.

When you share each lens to each rep, they will only be able to see the customers or leads that they are responsible for.

As the sales manager, you control the blist that contains all customers, your reps can only see and/or update their own customers.

 

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  1. [...] Manage sales reps in blist (blist.com) [...]

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