My | My Secondary | All Record Views

To view records within SalesNOW, start by clicking on the appropriate tab - such as Contacts, Companies, Leads or Deals - to display the list of records. Notice that each view, such as the deals view, has sub-tabs: My Deals, My Secondary Deals and All Deals.

My Record Views

Each record within SalesNOW, such as a Contact, Company or Deal record, has an owner. These are records that I've either created or those that have been assigned to me. All deals, for example, for which I am the owner, will appear in the My Deals tab.

My Secondary Record Views

Each Contact, Company, Lead or Deal record within SalesNOW may have one or more secondary owners. These are records for which I've been added as a secondary owner. All deals, for example, for which I am a secondary owner, will appear in the My Secondary Deals tab.

All Record Views

All records for which I am an owner or a secondary owner will appear in the All records view. In addition, if I am a Team Leader (see Adding Users & Setting Security) I also see the records that belong to my Team Members.

Note: The name of the owner of each record is displayed in the first column of the My Secondary and All record views.

See Also:

Record Ownership

Secondary Record Ownership

Managing Multiple Records