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.
Ankur Garg working as Salesforce Consultant at CloudVandana Solutions with Total IT experience of more than 5 years.
Ankur hands-on experience in Salesforce Implementations, business process automation, Reports, and Dashboards.