How do I filter my Service Pros ?
In order to filter your ServicePros, go to the “Contacts” page from the left side menu of your dashboard.
Select the "Professionals" tab from the "Contacts" drop-down. The contacts are shown in grid view mode by default. You may also switch to list view mode if you like.
Click on the "Display" drop-down at the top of the page if you would like to view:
- all professionals
- archived professionals
Using the "Search" box you can search for professionals by:
- first name
- last name
- company name
The "Filter" option provides a more advanced way of searching for Service Pros. You can filter Service Professionals by:
- Category (subcategory)
- Connection (connected, not connected)
Click on the "Apply" button to make the system filter the list of Service Pros based on selected criteria:
Apr. 1, 2022