Sales Insight Custom Views

Amber_Hobson
Level 8 - Champion Alumni

Sales Insight Custom Views

Can I create custom views in Sales Insight and share them with others? For instance, all of our internal people want the same views for their best bets that currently meet certain criteria. I want to be able to create that for all of them, since I'm sure they won't take the time to do it themselves. Can I?
Tags (1)
2 REPLIES 2
Itay_Billet4
Level 8

Re: Sales Insight Custom Views

Seems like you can't....I just checked this link: http://marketo.force.com/articles/apex/MarketoPKBArticle?Id=kA050000000KzT7
any user can see his own custom views.
Anonymous
Not applicable

Re: Sales Insight Custom Views

I was trying to research this too.. It is really frustrating that you can't create custom views for everyone.

I'm disappointed with the Sales Insight views in general -- you can't control the columns nor the sort order of the records as far as I can see!