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Pipeline Views to Track Opps Created by You
Pipeline Views to Track Opps Created by You

Know exactly where the opps you created stand!

Updated over 4 months ago

If you're a BDR, you most certainly work closely with another teammate, but focus on some slightly different fields and objects in Salesforce. In addition to supporting AE's in finding and closing deals, you probably want to have your own workspace that allows you to see how deals are going even once they've been handed off.

Scratchpad has your back!

Take a look at this pipeline view of opportunities that will keep you informed on how an opportunity created by you is doing in the pipeline!

  1. Create a new Opportunity View

  2. Add the filters and fields that map to what you want to see in this view

    • Example Fields: Created Date, Created By, Amount, Close Date, Account Name

    • Example Filters: Created by is (your name), Created Date is This Quarter

  3. Now you have a View that will show you Opportunities created by you!


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