Create An "Opportunity of my Team" view

(0) Share

Report

Posted on by Junior Consultant

I am using Position Security Hierarchy. I would like to create a view where I can see all the Opportunities of all the members of my Team, ie, all Users who fall under me as I have a Position higher than them. The depth Level is 5. How can I do this?

*This post is locked for comments

I have the same question (0)

All responses (4)

Answers (1)

manojd 1,397 on at

Like (1)

Report

Hi,

suggest you visit this URL & see if helps you

technet.microsoft.com/.../dn832142.aspx

Was this reply helpful? Yes No
Junior Consultant on at

Like (0)

Report

This is okay, however, I am more concerned with creating a view where I can only see the Opportunities of my members, eg "Opportunities of My Sales Team" view.....how can I create that view?

Was this reply helpful? Yes No
Verified answer

Sindre Wetting on at

Like (1)

Report

If you have a sales team you can create a new view for opportunites where

Opportunities

- status Equal Open (or whatever filters you need)

- add related entity Owning User (User)

- add related entity Team

- Team Equal "My Sales Team"

Was this reply helpful? Yes No
Suggested answer

Sid07 285 on at

Like (0)

Report

Hi,

You may try to use the below query of reporting hierarchy. that will show you the records of user below you:

Hope this solves your problem

Was this reply helpful? Yes No