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 out of 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 is CloudVandana’s founder, an 8X Salesforce Certified, working with globally situated businesses in creating Custom Salesforce Solutions.
A strong, dynamic, and accomplished leader, as Director at Atul Gupta, guides all the aspects of CloudVandana Salesforce Implementation Team, Analytics, and Information Technology functions.