for our sales managers we'd like to create account list views, where they can see all the accounts assigned to their subordinates. (similiar my teams account in a report) but on the account list ->i can only select view of
my account teams (i do not see anything when selecting this)
or my territory team's account (unfortunately we do not use territory)
If I want to add another filter, I don't see the the "account owner manager" fields in the list to select...
Thanks for your help on how to achieve this...
Philipp
2 risposte
thanks for your thoughts. would be great to have this confirmed if it really is not possible to create list views based on subordinates and teams....think Im not the only one with this request...