--- title: Finding ISA Assigned Clients description: This is to locate which clients have been assigned to the ISA representative --- [Skip to content](https://info.regoteam.com/knowledge/finding-isa-assigned-clients#main-content) English Show submenu for translations ![Untitled design (1)-4.png\]](https://info.regoteam.com/hs-fs/hubfs/Untitled%20design%20(1)-4.png?height=40&name=Untitled%20design%20(1)-4.png) - Home - Products - Pricing - Blog - Company Open main navigation Close main navigation - Home - Products - Pricing - Blog - Company - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [Corcoran Horizon Knowledgebase](https://info.regoteam.com/knowledge?hsLang=en) 2. [Sales](https://info.regoteam.com/knowledge/sales?hsLang=en) 3. [ISA](https://info.regoteam.com/knowledge/sales?hsLang=en#isa) # Finding ISA Assigned Clients ## This is to locate which clients have been assigned to the ISA representative ### 1. Click on Contact owner and ensure nothing is selected This is because the agent is the contact owner, ISA will be an additional field ![Click on Contact owner and ensure nothing is selected](https://images.tango.us/workflows/3fe70fe2-0322-4d0e-a198-5d80d98f7a47/steps/66185877-ed8d-45d3-86ce-7ca2456756c2/61b9566b-13ff-46a5-9771-ff6579f6c447.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.1188&fp-y=0.1942&fp-z=2.5167&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&blend-align=bottom&blend-mode=normal&blend-x=0&blend-w=1200&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&mark-x=212&mark-y=321&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yOTQmaD05NCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw) #### [# HubSpot](https://app.hubspot.com/contacts/2540262/objects/0-1/views/all/list) ### 2. Click on Advanced filters ![Click on Advanced filters](https://images.tango.us/workflows/3fe70fe2-0322-4d0e-a198-5d80d98f7a47/steps/18310ba5-1b86-4094-966b-5f82e001b605/089be1ce-8dc0-4c77-b334-dca30987e087.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.5642&fp-y=0.1942&fp-z=2.4410&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&blend-align=bottom&blend-mode=normal&blend-x=0&blend-w=1200&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&mark-x=439&mark-y=312&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0zMjEmaD05MSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw) ### 3. Type "worked by client care" ![Type "worked by client care"](https://images.tango.us/workflows/3fe70fe2-0322-4d0e-a198-5d80d98f7a47/steps/b1c82b77-3242-4d3d-a584-7f5754b6f8f3/4388ea7f-55d9-4b2e-9755-26384eafb35e.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.8965&fp-y=0.1508&fp-z=2.8605&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&blend-align=bottom&blend-mode=normal&blend-x=0&blend-w=1200&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&mark-x=507&mark-y=272&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz02NzUmaD0xMDcmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D) ### 4. Click on Worked By Client Care ![Click on Worked By Client Care](https://images.tango.us/workflows/3fe70fe2-0322-4d0e-a198-5d80d98f7a47/steps/5750a82f-182c-46ac-b8eb-16c31959d16e/1dba75c3-8189-4174-8846-50836d6967e2.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.8965&fp-y=0.2355&fp-z=2.8605&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&blend-align=bottom&blend-mode=normal&blend-x=0&blend-w=1200&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&mark-x=507&mark-y=323&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz02NzUmaD0xMDcmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D) ### 5. Click on the second button ![Click on the second button](https://images.tango.us/workflows/3fe70fe2-0322-4d0e-a198-5d80d98f7a47/steps/003bed2f-652a-462b-9c66-b16aa9f963b2/57ef3d40-5115-4379-9941-8b294bd1d7ff.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.8965&fp-y=0.2345&fp-z=2.9298&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&blend-align=bottom&blend-mode=normal&blend-x=0&blend-w=1200&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&mark-x=520&mark-y=331&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz02MzImaD05MSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw) ### 6. Search for your name. i.e., Elizabeth ![Search for your name. i.e., Elizabeth](https://images.tango.us/workflows/3fe70fe2-0322-4d0e-a198-5d80d98f7a47/steps/f8965bc6-0137-4506-a990-2a583869c68b/67ad0837-7b3e-456e-9b27-fd6207a8d3f8.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.8774&fp-y=0.2851&fp-z=2.9298&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&blend-align=bottom&blend-mode=normal&blend-x=0&blend-w=1200&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&mark-x=415&mark-y=331&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz03MDcmaD05MSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw) ### 7. Select your name. i.e., Elizabeth ![Select your name. i.e., Elizabeth](https://images.tango.us/workflows/3fe70fe2-0322-4d0e-a198-5d80d98f7a47/steps/c266557b-0c50-45af-aad1-1a53630b2620/8042caba-1538-46b3-a9f6-cf8c2de7b82d.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.8774&fp-y=0.3481&fp-z=2.6564&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&blend-align=bottom&blend-mode=normal&blend-x=0&blend-w=1200&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&mark-x=464&mark-y=300&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz02OTEmaD0xNTMmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D) ### 8. Click on Worked By Client Care is any of Elizabeth Barbeiro ![Click on Worked By Client Care is any of Elizabeth Barbeiro](https://images.tango.us/workflows/3fe70fe2-0322-4d0e-a198-5d80d98f7a47/steps/cbd78a19-5262-4c72-9be3-7e70a38fd790/92e36b81-a60e-4b48-96cd-4b7e429af89f.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.8939&fp-y=0.5630&fp-z=1.1496&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&blend-align=bottom&blend-mode=normal&blend-x=0&blend-w=1200&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n&mark-x=911&mark-y=2&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yODYmaD03NTAmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D) ### 9. 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