What do the opportunity saved searches mean?
In the opportunities landing page, several different saved searches retrieve specific sets of records. Here's a list of the record sets. Not all record sets are available to all users.
For example, the record sets involving subordinates, which are resources within an organization or a line manager's hierarchy, are available only to managers.
Record Set Name |
Description |
---|---|
All records I can see |
Opportunities that you can view based on any of the following:
|
I own |
Opportunities you own include those opportunities you created or where ownership is assigned to you. |
I am on the team |
Opportunities where you're on the opportunity team. You're on the opportunity team if you're the opportunity owner or if you were added as a member. |
My territory |
Opportunities within sales territories you own. |
My territory hierarchy |
Opportunities within sales territories where you're the territory owner or the descendant territory owner. |
My territory membership |
Opportunities for your territory where you're either the owner or a team member of a territory assigned to the opportunity. |
My territory membership hierarchy |
Opportunities for your sales territories where you're the territory owner or member and all of your subordinate territories in the sales territory hierarchy assigned to the opportunity. |
My subordinates own |
Opportunities owned by you and your subordinates (resources within your organization). |
My subordinates are on the team |
Opportunities where you or your subordinates (resources within your organization) are on the opportunity team. |