Re: Sales Insight-SalesForce

Anonymous
Not applicable

Sales Insight-SalesForce

Does "Contact Owner" determine what feed will show up in the dashboard?  I know "lead feed" works off of contact owner.  Is that how sales insight works in all cases by contact owner?  

Thanks~
Tags (1)
4 REPLIES 4
Chris_Willis1
Level 8 - Champion

Re: Sales Insight-SalesForce

I believe this is the case.  Lead or Contact owner.  

SFDC Admin types... could sharing rules expand this list or is it always based on person ownership?
Anonymous
Not applicable

Re: Sales Insight-SalesForce

thanks Chris.  Thats a great question, Is there a way to change the feed for each rep to pull off say "account owner" rather than "contact owner"  Our contact owners are generally not very accurate.

Tripwire_Inc_Ma
Level 1

Re: Sales Insight-SalesForce

Any updates on this?
Anonymous
Not applicable

Re: Sales Insight-SalesForce

No, I have not heard anything. 😞 Would be nice to know if we were able to update how the information is pulled.