How do I filter a customer saved search to only include customers on which the sales team has a specific employee as their Primary sales rep, and exclude the customers which have that employee as a sales rep who is not the primary one? I am not asking how to set a sales team member as primary, I am asking how to filter a saved search to only include the customers who have that sales rep as their primary sales rep.

AI generated answer (using internal Slack threads):

To filter a customer saved search to only include customers on which the sales team has a specific employee as their Primary sales rep, you can follow these steps: 1. Navigate to the saved search you want to modify. 2. In the Criteria subtab, add a new filter. 3. In the Field dropdown, select

Sales Team: Sales Role

. 4. In the Operator dropdown, select

any of

. 5. In the Value field, select the role of the primary sales rep. 6. Add another filter. 7. In the Field dropdown, select

Sales Team: Is Primary

. 8. In the Operator dropdown, select

is

. 9. In the Value field, select

T

(which stands for True). 10. Save the changes. This will filter the saved search to only include customers who have the specified sales rep as their primary sales rep. To exclude the customers which have that employee as a sales rep who is not the primary one, you can add another filter: 1. In the Field dropdown, select

Sales Team: Employee

. 2. In the Operator dropdown, select

none of

. 3. In the Value field, select the specific employee. 4. Add another filter. 5. In the Field dropdown, select

Sales Team: Is Primary

. 6. In the Operator dropdown, select

is

. 7. In the Value field, select

F

(which stands for False). 8. Save the changes. This will exclude the customers which have that employee as a sales rep who is not the primary one. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******

Sales Team is not a join field for customer search filters

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