View Opportunities Owned by Your Team with One Click in Lightning Experience

With one click, you can view your’s team Opportunities from the List view filter. My team’s opportunities list view is based on role hierarchy. Sales Managers do not need to create a list view. They can use the box list view filter to easily see all the opportunities owned by their direct and indirect reports.

This is available on Lightning Experience in Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer editions.

How to Use:

On the Opportunities page, click the icon for filtering a list view, and then Filter by Owner. Then select My team’s opportunities. Click Done.

Atul Gupta

Atul Gupta is CloudVandana’s founder and an 8X Salesforce Certified Professional who works with globally situated businesses to create Custom Salesforce Solutions.

Atul Gupta, a dynamic leader, directs CloudVandana’s Implementation Team, Analytics, and IT functions, ensuring seamless operations and innovative solutions.