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Finding Your Assigned Properties (Sheets + Filtering Leads)

Purpose

This explains where to find the properties assigned to you and how to filter your workload.

Where the property list lives

Inside the “Partnerships” folder, you’ll find city sheets like:

 

Where to work inside the sheet

Go to the tab:

  • Contact Tracker

Each row contains:

  • Property name and basic data
  • Available contact info (email/phone)
  • Agent assignment
  • Status + Notes
  • Agreement link field
 

How to filter properties assigned to you

  1. Open your city partnerships sheet
  1. Click Data → Create filter view
  1. Filter the column “Agent Assigned”
  1. Select your name to only see your assigned properties
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