I see my team's deals, but how do I see the deals that each of my reps is working?

The best way to see which rep is on any deal is to sort add a Group for Owner. 1. Go to Opportunities Dashboard. 2. From View in the top-left corner, choose any of your Saved Views. 👀 3. To the left of the grid, click Add 1st Group or Add Group. Then, select Owner. 4. Click on the name of any rep in that Owner Group and the grid will show that rep's deals.

Dec 19, 2023
Knowledge

Created Date

10/11/2026, 7:31 AM

Last Published Date

12/19/2023, 9:38 PM

Article

I see my team's deals, but how do I see the deals that each of my reps is working?

The best way to see which rep is on any deal is to sort add a Group for Owner.

1. Go to Opportunities Dashboard.

2. From View in the top-left corner, choose any of your Saved Views. 👀

3. To the left of the grid, click Add 1st Group or Add Group. Then, select Owner.

4. Click on the name of any rep in that Owner Group and the grid will show that rep's deals.

Further Learning

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