Add filters to Biggest Pending Deals (Birds Eye View, Manager level)
It would be great to be able to filter Biggest Pending Deals (or all deal pods actually) by Outlet and AE. I have LSM's who are primarily responsible for specific outlets or specific AE's and would like to see it that way. They may need to view others though, so I can't restrict their permissions.
1
vote
Mindy Gibson
shared this idea
This functionality already exists within Matrix. Please click on the edit pencil icon within the Biggest Pending Deals pod and you can then show those deals for specific Salespeople or Outlets.
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