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At my old company we had a custom lead button that read "Who's Working?" When you clicked the button it would run a search for url from the leads email. The point was to see all the stuff going on at that account so reps wouldn't step on each-others toes.

I have the button but just need to know what to fill in on the edit custom button page.

How can this be done in PE?

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    What exactly do you mean by "search for url from the leads email"? Please explain Commented Aug 17, 2013 at 0:41
  • Do you possibly mean launch a report from button? Commented Aug 17, 2013 at 8:52

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Here's a post on how to create the button you asked about from Anthony Zhang of SalesLoft. Brilliant, I agree! http://www.salesmane.com/the-whos-working-button-in-salesforce/

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  • Oh, I just noticed Kyle Porter asked the question, and Anthony Zhang works for your company now. Guess you already found your solution! :) Commented May 15, 2015 at 16:08

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