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Need Saved Search showing ALL Sales Team Members and Primary Toggle

edited Jan 3, 2020 1:05AM in Search / Reporting 9 comments

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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