Team based activity view

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Posted on by Phadrus

Hallo,

we use kanban cards for the management of our sales activities. Our sales force consists of 5 sales teams. Most of our sales people work in more than one team.

Now we would like create a kanban view for each sales team. As most of our sales people work in more than one sales team, we can not use owner teams. But even if we use access teams, we do not know how we can link an individual activity to an access team.

Does anyone have a hint?

Thanks Phadrus

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LuHao 40,892 on at

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Hi Phadrus,

In this case, Sales Team should preferably be Owner Team so that it can be used in the view condition.

We can create 5 Activity views, each view shows the activities of only one team. So you can't see all the team's activities in one view.

Create 5 such personal views. Teams in each view condition are equal to 5 respective teams.

Then share the view to these users of 5 teams.

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In fact, there is a second solution, but its operation volume is relatively large. We will create a separate workflow for all activity types. So, if there are 8 activity types (email, appointment, phone...) then we have to create 8 workflows. But the advantage is that all activities of the 5 teams can be put in one view.

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Phadrus 50 on at

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Thanks Hao,

your explanation almost solved our problem using filter criteria. The remaining problem ist, that our sales people link their activities either to an opportunity or directly to a company. We tried to combine both views in one report but could not find a way to link „related entities“ via an OR.

Do you have a hint?

Thanks

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