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June 10, 2026 | Question of the Week
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Is there a way to make the Sales Rep field a multi-select or be able to replicate all the functional

edited Dec 18, 2019 3:43PM in Ask A Guru 5 comments

We current use the Sales Rep functionality for our Regional Sales Managers which are actual employees. We also use the Partner field for our Outside Sales Reps which are firms we pay to help promote our brad but are not employees. We are wanting to expand this side of our business by incorporating a Territory Manager. This manager would be assigned a state or multiple states to manage and will be an employee. I would like to have an secondary Sales Rep field so that we can use the Sales Rules and Territories functions but I cannot copy that field

Best regards,

Jennifer Trejo

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