Hi all,
I'm playing around with Lead Intelligence view and had a quick question. I can see that it defaults to showing me my leads, but I would like to have a view that shows all leads (filtered by record type). When I go to the filters, under owner I can only see me as an option rather than All Leads as I would on a normal list view. Am I missing something, or does intelligence view not work in this way? We're a small org and would like to use this as a way of supervising all lead activity.
Any help/advice would be gratefully received!
Thanks,
Sarah
3 respostas
same issue cannot set filter in such a way that it show all leads in org in intellidence view