I am already registered as System Administrator and my sales people are Standard User. However, I cant figure out how to view their Leads, Contacts, Accounts or Opporunities....? Help!?
Is there a special report for this? Do I have some setting done wrong?
This seems like a pretty basic operation with sfdc, and so Im surprised I cant figure it out.
We are Group Edition, if it makes a difference.
1 respuesta
Hi Ted,
When you go in and create the report make sure that you add filters in your report to show members of your team. I'd say that it would be as simple as changing the 'Show' to 'My Team's Activities' but because you are on group edition you will have to manually type the individuals names in the report filter. See my screen shot:
This report is for activities, the only difference is the source of your report. Instead of activities you could select opportunities, accounts, contacts etc. Assigned would be Owner instead.
Let me know if you need more help!
Best of luck!
