I can see deals for multiple regions/teams, but how do I narrow down to a specific region/team?

To see deals by region or team: 1. In the nav, go to Opportunities. 2. Select a Saved View from the View dropdown in the top-left corner. 3. Click the Add 1st Group on the left side of the grid. 4. Add a Group for Owner. 5. At the top of the Owner Group, you’ll see that List is selected by default. Click on Hierarchy to segment the deals by role. You can drill down all the way down to specific regions, teams, or reps.

Dec 19, 2023
Knowledge

Created Date

10/11/2026, 7:31 AM

Last Published Date

12/19/2023, 9:32 PM

Article

I can see deals for multiple regions/teams, but how do I narrow down to a specific region/team?

To see deals by region or team:

1. In the nav, go to Opportunities.

2. Select a Saved View from the View dropdown in the top-left corner.

3. Click the Add 1st Group on the left side of the grid.

4. Add a Group for Owner.

5. At the top of the Owner Group, you’ll see that List is selected by default. Click on Hierarchy to segment the deals by role. You can drill down all the way down to specific regions, teams, or reps.

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Further Learning

To learn more about how to use Groups, check out our article on Grouping Opportunities.