Skip to main content
Topics#Sales And MarketingPregunta de Hailey Lernihan
Hailey Lernihan ha preguntado en #Sales And Marketing
3 jun 2013, 15:59

How do I manage lead views by user?

I have a large amount of leads from a tradeshow that ideally I need to mange the view by the user who is looking at them - the idea is that whichever user accesses the "Tradeshow" view they will be able to only see the leads assigned to them. 

 

Is this possible?

 

Thanks
5 respuestas
  1. Gorav Seth (Ashoka)
    3 jun 2013, 16:08
    SteveMo had a great solution for this at I beleive last year's formula Ninja's session.

     

    Create a formula field on leads that checks if the Running User ID = The Owner Id

     

    IF( $User.Id =  OwnerId , "Yes", "No")

     

    Then add that field to the filter criteria on your list view.

     

    Stolen solution, w/ attribution :)

     

    Cheers
Escribir una respuesta...
0/9000