Account Team and Deal ID Report
Hi All,
We have a new requirement to extract those deals which are marked as "TAM" team role under the respective account. We do not want users with team role as TAM under a account to own a deal under the same account itself. This person can however own a deal under some other account where his role is not TAM.
To get this requirement, we created two reports
Report 1 : Based on Account Team where we put a filter on team role as TAM
Report 2: Based on Opportunity History where we added opportunity name, opportunity id and owner alias. Under alias we used the option called search results based on another request and directed the first report(Report 1).
We have a new requirement to extract those deals which are marked as "TAM" team role under the respective account. We do not want users with team role as TAM under a account to own a deal under the same account itself. This person can however own a deal under some other account where his role is not TAM.
To get this requirement, we created two reports
Report 1 : Based on Account Team where we put a filter on team role as TAM
Report 2: Based on Opportunity History where we added opportunity name, opportunity id and owner alias. Under alias we used the option called search results based on another request and directed the first report(Report 1).
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