Thank you for the tip, whpalmer4.
Brian, your "perspectives search" seems to be working as long as I continue to 'tag' the appropriate people tied to each deal from the get-go.
Another perspective + search that I think will help me is assigning another perspective for different types of deals...Promos and Trials e.g.
I didn't want to create separate folders for each, because I still wanted them to fall under the given rep's folder for doing reviews with the rep, even if the waiting for was assigned to the customer. But, during my own reviews I still like to look at all active promos (rep agnostic) and trials separately from the regular deals. This way I can do so by clicking a perspective labeled Promos, yet still see who all I'm waiting on, or click the Jim perspective to see his promos, trials, deals, and those projects he's assigned to, even if he doesn't currently own the active context that I thought was the best fit at the time.
Thanks!
Brian, your "perspectives search" seems to be working as long as I continue to 'tag' the appropriate people tied to each deal from the get-go.
Another perspective + search that I think will help me is assigning another perspective for different types of deals...Promos and Trials e.g.
I didn't want to create separate folders for each, because I still wanted them to fall under the given rep's folder for doing reviews with the rep, even if the waiting for was assigned to the customer. But, during my own reviews I still like to look at all active promos (rep agnostic) and trials separately from the regular deals. This way I can do so by clicking a perspective labeled Promos, yet still see who all I'm waiting on, or click the Jim perspective to see his promos, trials, deals, and those projects he's assigned to, even if he doesn't currently own the active context that I thought was the best fit at the time.
Thanks!