Level 3 - User Experience Checklist - Sales Rep ccount Responsibility

Hi All.

In the User Experience Checklist asks:

"Can the user filter the list of accounts to view only those accounts in specific account segment" .

Does this mean 1) the list of all accounts, or 2) only those for which the user is responsible?

Does have a definitive view?

Thanks.

Best Answer

Answers

  • @ChrisG532 - For this activity, they want the users to filter all the accounts residing in their particular region.

    So simply create a user specific filter to filter the accounts by segment and country.

    Let me know you need any more guidance in this activity.

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