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Create a view when you are not the record owner

Learn how to surface records in your Scratchpad view, even if you aren't the owner

Updated over a week ago

Need to view records that you don't own? Easily adjust the Filter scope and conditions in your Scratchpad view to surface them!

  1. Navigate to Views and open a Grid or Kanban view

  2. Select Filters from the menu bar

  3. Change the Scope to All Opportunities

  4. Add your desired conditions to narrow down the data, examples below:

    • Opportunity Owner is x

    • Contact Owner is x

    • Created by ID is x

    • Opportunity Team Member is x

    • Account Owner is x

    • Industry is x


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