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  1. Club OS Help Center
  2. Sales Follow Up
  3. Sales Dashboard

How Do I Filter by Employee Name in the Follow-Up Agenda?

Follow

To filter by employee name, complete the following steps:

Locate the followup widget on the Dashboard. From the drop down menu, select the name of the employee.
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Result

Screen_Shot_2017-12-13_at_10.19.12_AM.png

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