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View the Desired Account Manager Targets
Track account manager targets that you assign and the targets assigned to you by using predefined list views. View the targets distributed for an account in the account’s record page.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions |
View Account Manager Targets You Assign and Assigned to You
You can filter account manager targets by the assigned user with two list views provided by default. The list views filter all the account manager targets that you create and assign.
- Assigned by Me: This list view displays the records of all the account manager targets you have assigned. This list also includes all the targets you created because you are the owner of these target records.
- Assigned to Me: This list view displays the records of all the account manager targets
assigned to you by other users. This list also includes all the targets you created because
you are Assigned To User of these targets.
Tip To filter this list further, click
.
Select the Filter by Owner filter type, choose the appropriate option, click
Done, and save the filter changes.
In addition to the two default list views, you can also create your own list views.
View Account Manager Targets for an Account
The account manager targets distributed by account show in the Account Manager Targets tab of the account’s record page. You can view the targets assigned to you and your team members for an account.
The account manager target details displayed in the Account Manager Targets tab are read-only.
- Your manager assigns a target to you and distributes that target between two accounts. You can view the distributed target values for each account in that account’s record. You view these details in the Targets Assigned to Me section in the Account Manager Targets tab.
- You assign a target to your team members and distribute the assignments among five accounts. You can view the distributed target assignment values for each account in that account’s record. You view these details in the Team Assignments section in the Account Manager Targets tab. Each of your team members can see their assignments values for each account in that account’s record. Your team members can view these details in the Targets Assigned to Me section in the Account Manager Targets tab.
