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Good Training » GoodTraining.com Forums » The SalesLogix User Group » Seeing Opportunities For One Account Manager

Seeing Opportunities For One Account Manager

Last post 09-08-2008, 2:09 PM by Laura Speizman. 4 replies.
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  •  09-08-2008, 11:31 AM 1446

    Seeing Opportunities For One Account Manager

    Is there a way to just see one individual account manager's opportunties for the day and the week?

    Laura  

     

  •  09-08-2008, 11:42 AM 1447 in reply to 1446

    Re: Seeing Opportunities For One Account Manager

    Laura,

     Yes, you would have to build a group using the fields.....createdate and AccountManage.

     

    Dale

  •  09-08-2008, 11:49 AM 1448 in reply to 1447

    Re: Seeing Opportunities For One Account Manager

    Okay, well I have an accountmanagerid field that gives me all account managers. Is there a way to set up the query for just one though?

  •  09-08-2008, 1:17 PM 1449 in reply to 1448

    Re: Seeing Opportunities For One Account Manager

    Laura,

    Yes, if you use the operator "equal to"....then click on Browse and choose the Account Manager that you want.

     

    Dale

  •  09-08-2008, 2:09 PM 1450 in reply to 1449

    Re: Seeing Opportunities For One Account Manager

    Of course!  Thanks Dale.

     
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