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How to have Sales Manager limit results to owner of Opportunity Instead of Sales Team (Doc ID 1292944.1)

Last updated on MARCH 20, 2019

Applies to:

Oracle Sales - Version 12.0.6 and later
Information in this document applies to any platform.

Goal

Currently, when a sales manager is searching for all opportunities for the sales reps they manages (they have the manager role in the CRM group), it shows all opportunities where the the managers' sales reps are on the 'sales team' of the Opportunity, not just the ones where their sales reps are the 'Owner'. The 'Owner' of the opportunity can actually belong to a different CRM group (or fall under a different sales manager), and this makes it difficult to be able to project and justify the forthcoming businesses expected against one or multiple sales groups for which only he/she is accountable.

Solution

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In this Document
Goal
Solution


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