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Opportunity Owner Leader

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edited Dec 6, 2017 5:42PM in Reporting & Analytics for Sales 4 comments

Summary

Need to know who the leader of the owner is on the opportunity (not always same as creator).

Content

Hello,

I currently use the  Employee ‘Name’ from the “Employee” Subject area. I am able to pull in ‘Manager Name’ from there as well. Often times, the person who created the opportunity does not remain the owner of the opportunity. I also can pull in the ‘Owner’ from the “Opportunity” subject area.

The “Employee” subject area is apparently tied to the creator of the opportunity.  

I also need to see the Manager of the Opportunity “Owner” specifically. How can I do that? Any thoughts?

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