Report combining Account Owner and Account Team member

Question

Hi.  We have an external team who own some accounts and work on others via Account Team.  I want to build an admin report that lists all accounts each external person owns AND is an account team member of.  They can run their own by selecting 'My Account Team and My Accounts' but I want a report for the whole team, so we can easily see how many accounts each person looks after. How do I achieve this, does anyone have any ideas?

Sunil Sarilla · Answer

Hi Sara,   You can try something using the Report type Account with Account Teams

Report combining Account Owner and Account Team member

Reports & Dashboards

相关学习

更多帮助