Overview screen coming events are incomplete

Bill Garvey shared this problem 6 years ago
Solved

In my case, I have three events for 9/5/2014 that appear in Leads>Coming Events view. From the Overview, the Coming Events section only shows 2 events.

I have not dug into the other portions for inconsistencies, but have concerns.

Best Answer
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That is because the system automatically filters the Overview page by Sales Rep when you are using a worker account. (See where it says Set Filters at the top).


I have removed this setting on your worker account by going to Workers and setting Overview Filter to Off.

Comments (1)

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1

That is because the system automatically filters the Overview page by Sales Rep when you are using a worker account. (See where it says Set Filters at the top).


I have removed this setting on your worker account by going to Workers and setting Overview Filter to Off.