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Account team in reports - SAP C4C

annasabag14
Discoverer
0 Kudos

Hello,

In our system (SAP C4C) we use the object - "Account" to manage Real estate projects.

Every account is connect to two employees (Sales agents).

Our client want a report that shows for every account team his leads, opportunities and appointments.

(Note: So each account team only sees its own leads, opportunities and appointments)

Is it possible? is yes how?

Thank you!

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Answers (1)

Answers (1)

MJVEERHUIS
Active Participant
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Hi,

Yes that is possible.

If you set up the business role of the sales in a way that they will only see their own leads, opportunites and appointments this access will also be used when running a report.

The report needs to be based on a joined data source in which the data of leads, opportunities and appointments are combined and the account is the common element.

K.

MJ