List Views for Sales Teams

Quickly see what you’re working on

• list views to show what accounts or opportunities consider you part of their sales team
• Save time by finding critical information easily

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With List Views for Sales Teams, account team and sales team members can quickly identify all accounts and opportunities they’re working on. This visibility is particularly useful for extended sales team members - such as customer service reps, territory managers, and other sales support roles; who may be responsible for multiple accounts. List Views for Sales Teams will enhance the team selling experience by improving productivity, usability, and visibility for various roles that support the sales team.

Note: Enabled for the organization and end users.
 

Additional Resources:

• Release Notes