Create Saved Searches

As an administrator, you can create a saved search with your preferences. Your sales managers can view the information for accounts owned by the salesperson reporting to them.

Note: Ensure you make the page composer available to the sales manager role before creating the saved search. You must use the sandbox and publish to mainline.

To make the page composer available to sales manager:

1. Click your user name in the global header and select Edit Pages from the list.

2. In the dialog, select Job Role.

3. From the list, select Sales Manager Role.

   If you don't see the sales manager role in the list, you must provide the sales manager privilege to the administrator user.

4. Click OK.

   You have now made the page composer available to the sales manager role.

To create a saved search:

1. Go to Accounts.

2. On the Accounts page, select Create or Edit Lists from the List field.

   The Saved Searches dialog appears.

3. In Record Set, select Equals and then select Records where I am on the team.

4. Enter a suitable Name.

5. Click Save.

6. Select the Set as Default check box to make this search the one that loads when you first access the page.

7. Click OK.

8. Click Close.