Filter Deals by Team Member

Feature Goal: Provide a snapshot view of which deals particular team members are working on.

How it Works: In order to grant deal access to a team member, go to your setting and open the “deal track teams” tab.

Step 1: From your deal homepage click on the "filter icon."

Step 2: Now, on the "Filter Deals" wizard you can search team member email and "submit" to see their deals.