Viewing Leads created by a team

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Posted on by Community Member Microsoft Employee

Anyone know how to view leads in Advance Find by leads created by a team. When I go to created by(user) the team/teams is not an option. Is there a work around. I have set up a team in CRM with its members, now I want to see what leads they have created.

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Wayne Walton 13,726 on at

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RE: Viewing Leads created by a team

Be aware, that doesn't actually solve your problem, as users can be a member of more than one team. So if a user that is a member of multiple teams creates a record, which team are you claiming made the record?
Community Member Microsoft Employee on at

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RE: Viewing Leads created by a team

Thank you for your reply. My issue was that I did not scroll down far enough in "Created By (user)" to find Teams. Teams were found in the Related section.
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ram r on at

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RE: Viewing Leads created by a team

Leads are created by users and you can use a filter like below to get leads that are created by teammember(user) of a particular team.

Advanced find => select leads in look for =>In query builder select field/related => select related "Created By(User)" => under "Created By (user)" select related "Teams" => Under "Teams" select field "Team" => select the team as your value with operator "Equals"
Wayne Walton 13,726 on at

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RE: Viewing Leads created by a team

Leads can't be created by a team, only a user. They can be owned by a team, but an individual user still created them.