As an estimator I am not responsible for owning an opportunity but I do work extensively within them building quotes/estimates. Is there a streamlined way for me to 'connect' myself to the various opportunities that I am responsible for?
As is the best I can do is create a view of the sales reps that I work most closely with. But even than I am only responsbile for 5% of the opportunities they own.
3 Antworten
Thanks Zhen,
I was able to add myself to the opportunities as part of the team. Instead of reports though I created a new view in opportunties filtering owner by 'my opportunity teams'
