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Topics#Sales And MarketingAnjana Abhin's Question
Anjana Abhin (Capgemini) asked in #Sales And Marketing
Sep 4, 2015, 7:28 AM

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 answers
  1. Adam Olshansky (Google)
    Sep 4, 2015, 7:45 AM
    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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