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Oracle Communities

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Recent Posts

How do I remove a "sub team" from the Forecast vs Quota Report?
We do not have CRM Sales Teams enabled but have a Sales Rep showing as a team within a team. He appears to be set up like everyone else. He is set up as a Sales Rep and when I change his supervisor the "team" moves. We are synced with HubSpot. Is it possible there is something on that side? Appreciate any assistance.
Sales Rep on Customer Payment Form
Hello, Currently the sales rep field on the customer payment form is not able to be changed. It seems to be hard coded to the rep that is on the customer record. We pay our reps after a customer has paid a sale and this is causing and issue when needing to pay the right sales rep for an order. Is there a way to change the…
Saved Search Sales Team Member Filter
When doing a saved search - any type (customer, opp, transaction), when we put the Sales Rep field as an available filter, it appropriately lists out all the reps. When we do it for the Sales Team though, it doesn't like out the reps. It only does Mine, My Team, etc. I've tried in all my roles, Marketing, Sales, Finance,…
How to create a Sales Saved Search to go out to Sales Reps?
Hello, how can i setup a saved search where i am sending weekly report to go out to sales rep with sales that come in which they are listed as the sales rep? Thanks!

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