• JaneDoe
  • NEWBIE
  • 0 Points
  • Member since 2007

  • Chatter
    Feed
  • 0
    Best Answers
  • 0
    Likes Received
  • 0
    Likes Given
  • 1
    Questions
  • 0
    Replies
Is it possible to create a forumula field that will show the role the opportunity owner is in at the time of creating the opportunity?
 
What happens at our organisation is the sales reps move around quite a bit and will often move teams. We want to report on revenue for a particular team when the opp owner is still a member of the team.
 
What happens now is the historical fact they were in another team is lost. We have 400 users so it does take a bit to manage.
 
thanks, Jane