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Visibility of Opportunities -My Team

Dear Experts,

When I open up the opportunities, leads or account screen I can see my opportunities only. Now what I want is whatever opportunities are being created by my team I should be able to see. As of now I can't see any opportunities in "My Team". How can I do this?

Regards,

Saurabh Sharma

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2 Answers

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    Former Member
    Nov 17, 2017 at 12:34 PM

    Hi Sharma,

    How did you set-up "your team"? Are you using organizational structure and your colleagues are assigned to the same org unit as your self?

    Kind regards,

    Carina.

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  • Nov 17, 2017 at 10:25 PM

    Hi,

    You can define access restrictions for opportunities on the basis of sales area or sales organization, and thereby restrict the ability to modify an opportunity to users who are assigned to a sales area or sales organization of interest.

    1. Within the migration template that is associated with the Migration of Opportunities activity, you can include data within the new Revenue Splits worksheet to facilitate revenue planning.
    2. Provided that you personalize your solution to make it visible, you can enable your users to select the new My Workforce checkbox from the advanced search for all opportunities. If users perform an advanced search with this new checkbox selected, then the solution displays all opportunities that are associated with their workforce.
    3. If your solution is integrated with SAP ERP, then you or your users can maintain entries in the Sales Group or Sales Office fields on the opportunity header, provided that these fields are visible.

    Br,

    Keshav

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