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Create a Pipeline 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 10 months 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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