I just got pipeline inspection enabled, only to learn that the filter is hard-limited to role hierarchy? So, if I have a team of sales folks they can only see their own opps, and only a manager can see all of them? Is there any way around this?
2 个回答
Hi Alex, did you ever get this resolved? If not, check out our app Akoonu for Pipeline Reviews. You can do pipeline inspection and drill down by manager, or another custom field (as well as by role hierarchy). If you want to see it in action without installing in a sandbox - with the benefit of seeing with data prepopulated - check out the test drive feature - https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EcyXzUAJ
