Being a sales manager, you would like to see each team member’s performance at an individual level. The best way to do this is to create a custom view and then drill deeper into it.  The new option to filter by owner field helps you do this, without demanding much time and effort.

The below steps helps you do so:

  1. Go to the Deals pipeline view.
  2. Filter by the deal view of your choice.
  3. Click the ‘All owners’ dropdown and all your active team members are listed.
  4. Choose any one name and view their deal pipeline.

    Deal by owner.png

  • You no more have to create a separate custom view for each team member.
  • You can quickly juggle between every team member’s deal view.