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Topics#Sales And MarketingAnjana Abhin の質問
Anjana Abhin (Capgemini) が「#Sales And Marketing」で質問
2015年9月4日 7:28

As Marketing Manager or Sales Executive or Sales Manager or Account Executive , I want to provide a single view of all leads assigned to a sales executive

Hi Team ,

 

As Marketing Manager or  Sales Executive or  Sales Manager or  Account Executive , I want to provide a single view of all leads assigned to a sales executive

 

Please help me to do this requirement,.

 

Thanka,

 

Anjana
2 件の回答
  1. Adam Olshansky (Google)
    2015年9月4日 7:45
    Hi Anjana,

     

    You can create a new report on the Leads object.  If you want to group by Lead Owner, you can change the report type from Tabular to Summary and then add the Lead Owner field to the Group By section.

     

    Hi Anjana, You can create a new report on the Leads object.
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