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Update: Narrative Insights has been restored and is now available.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Sales Manager Role - Narrow View to Regional Territories
New Year, New Method to the Madness...
We have split the country in half and now have to Regional Director level sales managers. I have put the employee records for the sales reps in a heirarchy to where they report up to one of these two sales managers. These managers are logging in with a custom sales manager role...
Is there a trick to get their Sales Manager Forecast Edit view to include every single person that reports to them and have the ability to edit %, close dates and $? (Verses having to go back to rep and making them update?)
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