How can salespeople share personal saved searches with others in Oracle Sales in the Redwood User Experience?
Salespeople can share their personal saved searches with others by sharing a link. Here's how.
- In a list page, click .
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Click Actions (three dots) for the saved search you want to share and click Share Via Link.
Only saved searches that have Only Me in the Shared With column have this option.
- Click the Shared Link link that's generated in the Shared With column to copy the link to your clipboard.
- A salesperson who clicks your link sees the same filters as your saved search. They can then create a saved search of their own.
- You can disable the link by clicking .