Use the actions filter options to focus on a specific set of actions.
You can combine these with the ACTIONS LIST view options for even greater control over what you see.
The options in the Owners filter can include members of the account plan team and any other users who own an action on the account plan.
The rows filter includes all account and division rows in the account plan. Actions are associated with divisions when the linked objective is created for a division. Rows are listed in the order in which they are added to the account structure. For divisions in the filter options, the parent account is also displayed in brackets.
In the following example, only actions owned by Brian Rice or Eva Rossi and associated with the Ancaster Commodities account row will be listed:
