in a customer saved search, how do I filter the results to Customers which have a specific employee as their Primary Sales Rep (team selling is enabled), and this sales rep is the Primary one, and not just one of multiple non-primary sales reps?

AI generated answer (using internal Slack threads):

To filter the results to Customers which have a specific employee as their Primary Sales Rep in a customer saved search, you need to add a criteria in your saved search. Here are the steps: 1. Go to your saved search and click on 'Edit'. 2. In the 'Criteria' tab, click on 'Add New Criteria'. 3. From the dropdown, select 'Sales Rep' under 'Customer'. 4. In the 'Formula' field, enter the name of the specific employee. 5. Make sure to check the 'Primary Sales Rep' checkbox. This will ensure that the search only returns customers for whom this employee is the primary sales rep. Remember, the 'Primary Sales Rep' is the primary for a single deal. It's not a checkbox for an entity record but rather the team shown on the sales transaction. The primary then shows on the header of the transaction as the "sales rep". ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******