02-05-2018, 09:11 PM
What is the best way to separate the opportunities by team?
Creating a hierarchical tree with different managers and roles?
Or is it possible to define this only with groups?
I need every manager to have the opportunity data, accounts and contacts, grouped by his team
Creating a hierarchical tree with different managers and roles?
Or is it possible to define this only with groups?
I need every manager to have the opportunity data, accounts and contacts, grouped by his team