Hi Folks, I have created an opportunity and assigned that opportunity to AE by updating the owner. Now, I am unable to see that opportunity name on my list. What is the Issue here? Why I'm not able to see that opportunity on my account?
Kindly do needful for the same.
Hi Naveen,
Please verify following things,
1. What type of user are you using to view the records?
-- If it's System administrator, move to point 2. If you're not a sys admin, you would need to check the sharing settings for opportunity and related objects like Account
2. What kind of list are you talking about?
-- If you're viewing the records on list view page, please check the list view and it's criteria.
If you're viewing the records on report/VF page, please check the security and sharing settings.
