I created the above shown Deal view based on select filters. I want to automate either linking this view or a report to any deal owner who has a deal that falls under these filters. One support rep suggested adding it to a dashboard, but I don’t want to make a new dashboard and it also apparently does not prevent deal owners from seeing each other’s deals.
Any suggestions?
Hi @MDiaz705,
Filtered views can’t be set up as recurring emails, dashboards and reports can. Depending on how many sales reps you have, you could simply set up on per rep and schedule it for each of them.
In general however, yes, the email itself could contain information about deals of other reps if you create a dashboard for all.
Alternatively, simply set up a recurring calendar invite with the link of the filtered view in its description.
Best regards!