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
답변 2개
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.
