You can easily surface the records you need, whether you own them or not! Think of all you can do by not being limited to being the record owner!

1. Create or open a Grid or Kanban View in Pipeline

2. Navigate to Filters and adjust the filtering from "My _____" to "All _____"

3. Now you can add filters and surface all records in Salesforce, not just what is assigned to you. Below are a few example scenarios:

👉 SDRs working with Contacts in an AE's name

👉 BDRs wanting to see Opportunities that they created but do not own

👉 Managers wanting to see Opportunities from certain members of their team

👉 AEs and SDRs prospecting into Accounts in the Technology Industry

Scratchpad Pipeline Views

Customize Your Pipeline Views

Advanced Filtering