Pipeline Management Resource Hierarchy Dependency

The sales resource hierarchy ensures that opportunity data rolls up to the sales manager using opportunities owned by the resources in the hierarchy below the sales manager. To use Pipeline Management, ensure that your resource hierarchy is set up.

The resource hierarchy is used in the following views:

• The My Team Opportunities and All Opportunities views
• Team filter

For more information about creating sales resources and the resource hierarchy, see:

• Concepts for Creating Sales Resources
• Overview of Managing Resources
• Overview of Importing Sales Resources
• How do I manage resource organization hierarchy changes?

Also see: Pipeline Management Personas