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SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Join us
Need Saved Search showing ALL Sales Team Members and Primary Toggle
Our business model has two sales reps on many accounts, an Outside Sales Rep and an Inside Account manager. I set these Sales Roles up and imported both reps to many customers. What I did not do is check the box for primary so that the proper person shows up as primary sales rep. I need to create a saved search that shows both reps so I can export, reimport and update the Primary toggle. Can only seem to search one Sales Team Member / Sales Role. Any suggestions appreciated!
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