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93Hello all,
So in our environment, we have about a half dozen Managers who are responsible for 4-8 Sales Reps. For each Manager, I have created about 2 dozen views to share with them on their Dashboards detailing Sales Information, Emails, Phone Calls, etc.
My problem that I have been running into, is that turnover for these Managers and the Sales Reps they manage is inevitable. Currently, Every time we get a new hire, I manually have to go into every single view, and replace the old member for the new member. But this becomes very time consuming.
I found under Settings > Security that I can make Teams however, which sounds like an answer to my problems. I can create a Team of the Manager and their Sales Reps, and then just have the views filter by people of that view, instead of each individual Sales Rep. I'm having trouble making the logic work however in the View Query Screen, as there isn't an option to "Only show me data from Sales Reps that are a part of this Team".
Does anyone have any experience in using the Teams functionality for Views, and if so, how they went about doing it.
Thanks in advance,
Nathaniel
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