How do I filter on Opportunity Teams?

Use the Scope to view deals for which either you or someone on your team has been added to the opportunity team.
 

Scope Filter Options

There are several different Scope options you can use depending on what you're looking for:
 

• All: Shows you all deals that you have visibility to.
• Owned by Me: Shows you deals that you own.
• On Deal Team: Shows you all of the deals where you've been added to the opportunity team.
• Owned by Me + On Deal Team: Shows you all of the deals you own and the deals where you've been added to the opportunity team.
• My Reports: Shows you deals your reports own.
• My Team's Team: Shows you all of the deals where your reports have been added to the opportunity team.
• My Reports + My Team's Team: Shows you all of the deals your reports own and the deals where they've been added to the opportunity team.
• Custom Role or Owner: Allows you to select a particular deal owner or node in the role hierarchy. With this Scope filter, you can choose one of the following options:
  • Owned by Selected: Shows you the deals owned by the individual(s) / role(s) you selected.
  • On Opportunity Team: Shows you the deals where the individual(s) / role(s) you selected are on the opportunity team.  
  • Include Opportunity Team: Shows you the deals owned by the individual(s) / role(s) you selected and the deals where they've been added to the opportunity team.

 

Adjusting the Scope

1. Click on the Scope Filter at the top of the grid. You can also click the Edit View button.

2. Select the appropriate Scope filter depending on what you would like to see.

If you select Customer Role or Owner, you can change the options depending on whether or not you want to include opportunity teams. 
 

 

Best Practices for Using Opportunity team Filters as a Manager

If you want to see which deals your reps are driving as the owner and which deals they're supporting as an opportunity team member, then you should use the Customer Role or Owner option.
 

1. Select the Custom Role or Owner Scope option, and search for your rep's name. In the options, make sure to select Include Opportunity Team.
 

2. Click Apply.
 

2. Once you've applied your Scope, add a Group for Owner. You'll see the deals under that rep's name, and the deals where the rep has been added to the opportunity team under a different opportunity owner.
 

Further Learning

To learn more about leveraging filters in your Views, check out our article on Saved Views and Filters.