As workload increases, companies start splitting their operators to focus on specific contracts, geographic areas, priorities, and even stages of the workflow.
In these scenarios, it is recommended to supervise each sector based on the bulk of work specifically to avoid misconceptions or confusion.
Sweven can display Pipeline data relevant to each user, using Default Filters. Applying a default filter for your Pipeline can be done by clicking on the menu on the top right of your screen, then clicking on «Pipeline Default Filters».
In this menu, you can set a custom combination of filters to your Pipeline, optimizing for the items that require your attention the most.
Your Pipeline will have these parameters by default whenever you refresh or log in again. These can be updated if there is a chance in assignment or focus.
As an administrator, you can define specific Default Filters for your operators in System Settings/Users, which will apply immediately to their accounts.
With this option, you can help you and your staff focus on starting out the day with their own work front and center.
How does it help you improve your focus? Let us know in the comments.
