Does anyone know how to make a sales team (rep, manager, director) visible for users on a customer record without giving those users access to edit the team?
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James Morris
04/03/2025, 7:13 PM
Custom field(s) sourcing these values with field-level permissions set?
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Tim_Pedersen
04/03/2025, 7:54 PM
Thanks for the idea. I’ll see if those values are exposed for field sourcing. I’m guessing not since you can have multiple reps or managers who are splitting commissions using the Sales Team feature.