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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / View Leads assigned to...
Microsoft Dynamics CRM (Archived)

View Leads assigned to teams

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Posted on by RaulOcana 8,270

Hi!

I just finished my workflows to update a field and then assign it to a team. I checked the "system jobs" and it says "succeded". Now where/how can I see those leads assigned to a team?

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  • Vijay Waghmare Profile Picture
    Vijay Waghmare on at

    Through advanced find you can view lead assigned to specific team.

    open advanced find, in “look for” select “Lead” and in filter choose “owner” equal to your team.

    Thanks,

    Vijay Waghmare

  • RaulOcana Profile Picture
    RaulOcana 8,270 on at

    Well I have to check it again, because the owner of the lead is still a user and not a team. So for a team to check if they have assigned leads, they always have to do this advanced find, or they will receive an email or anything like that?

  • Verified answer
    Vijay Waghmare Profile Picture
    Vijay Waghmare on at

    You can create view to display assigned records to team. If you are looking for sending email to team on assign record, then you can achieve this through native workflow.

    Refer below blog for view creation

    community.dynamics.com/.../dynamics-crm-2011-view-records-owned-by-my-team-members.aspx

    Thanks,

    Vijay Waghmare

  • RaulOcana Profile Picture
    RaulOcana 8,270 on at

    thank you Vijay!

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