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Topics#Sales And MarketingHailey Lernihan의 질문
Hailey Lernihan 님이 #Sales And Marketing에 질문했습니다
2013년 6월 3일 오후 3:59

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
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  1. Gorav Seth (Ashoka)
    2013년 6월 3일 오후 4:08
    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
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