Who can view the record sets for leads for saved searches?
The different record sets provided in the Saved Searches window restrict your saved searches to different sets of leads.
The following table lists and describes the record sets for leads. Not all record sets are available to all users. For example, the record sets involving subordinates are available only to managers.
Record Set Name |
Description |
---|---|
I own |
Leads you own, including those leads you created or where ownership is assigned to you. |
I am on the team |
Leads where you're on the lead team. You are on the lead team if you're the lead owner or were added as a member by another team member. |
My territory |
Leads in your sales territories. |
My subordinates own |
Leads where you or your subordinates are on the lead team. |
My territory hierarchy |
Leads in your sales territories and all of their subordinate territories in the sales territory hierarchy. |
All records I can see |
Leads that you can view based on your lead team membership, sales territory assignments, your position in the organization, and security permissions. |