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My Open Opportunities RRS feed

  • Question

  • Hi. I am relatively new to CRM 4.0. I have imported a number of Accounts and Opportunity records and assigned an Owner (one of our Salesmen) to the Accounts and Opportunities. I have then shared the Accounts and Opportunities with other users. I then expected to see these in "My Open Opportunities" for the other users but they are not there. Can anyone explain why not?

    Thanks in anticipation.

     

    Tuesday, January 25, 2011 1:16 PM

Answers

  • My opporunities only shows the opportunities which are qwned by current user and has nothing to do with sharing. You need to create an advanced find view and save and share that. It will be available to the shared user whith the name you have saved.
    Regards Faisal
    Tuesday, January 25, 2011 1:23 PM

All replies

  • My opporunities only shows the opportunities which are qwned by current user and has nothing to do with sharing. You need to create an advanced find view and save and share that. It will be available to the shared user whith the name you have saved.
    Regards Faisal
    Tuesday, January 25, 2011 1:23 PM
  • There is also a system setting (general tab) that allows for auto share reassigned records with orginal owner.

     


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    Tuesday, January 25, 2011 1:25 PM
    Moderator
  • Thanks Faisal.
    Tuesday, January 25, 2011 2:59 PM