Can each salesperson view only the deals they're responsible for on the same CRM panel?

Yes. Jestor lets you configure the same CRM dashboard so that each salesperson automatically sees only the deals they're responsible for, while an admin profile keeps full visibility into everyone's information.

Why does the same screen need to show different things to different people?

A single CRM panel shared across the whole sales team gets cluttered if every salesperson has to manually filter their own deals out from everyone else's. At the same time, leadership needs to keep a full view to track the operation as a whole.

How to configure this ownership-based view in Jestor?

On the same dashboard, set up role-based permissions for each type of user.
For the salesperson role, enable the rule to "only see what belongs to that specific person."
Anything belonging to another salesperson automatically disappears from that user's panel.
For the admin role, keep access unrestricted, with free filters by owner, priority, or period.

Profile	What they see on the panel
Salesperson	Only the deals they're responsible for
Admin	Every deal, with free filters

Why choose Jestor?

This role-based permissioning works within the same CRM integrated with Omie, so each salesperson works in a lean, relevant panel for their day to day, without losing the integration with the ERP's orders, products, and clients in Jestor.

Frequently Asked Questions

Does this require building a separate dashboard per salesperson? No, the same screen is reused, with the permissioning controlling what each role sees.

Can a salesperson edit a colleague's deals? It depends on the permissioning configured; both viewing and editing can be restricted.

Does this affect the dashboard's indicators too? Yes, charts and indicators can also be filtered by owner within the same permissioning.

Reference video

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