"My Assigned" Filter

How to view only items assigned to you in Handle CRM.

Common Problems and Questions

How can we narrow down what we see in Handle to only what is related or important to us, as individuals?

Handle’s Solution

The My Assigned Filter allows you to view only activity, accounts, notes…etc that pertains to you.

Using the Filter

When you are adding anything new, like a sales call or a quote, as you’re searching for a customer or prospect to link it to, You can quickly narrow the results to accounts only assigned to you using the “my assigned filter”.

Adding a Record

If you do not find an existing record, you can quickly add a new prospect on the same screen.