Aly
10/02/2025, 9:45 AMCeligo AI
10/02/2025, 9:45 AMAI generated answer (using internal Slack threads):To map a sales rep on a lead-contact import template, you would typically use the
Sales Team > Employee path. However, it's important to note that the primary sales rep is not a checkbox for an entity record but rather the team shown on the sales transaction. The primary sales rep then shows on the header of the transaction as the "sales rep".
If you want to make a sales team (rep, manager, director) visible for users on a customer record without giving those users access to edit the team, you could consider creating custom fields sourcing these values with field-level permissions set.
If you need to change the default sales rep that autofills when a lead is saved with no Sales Rep assigned, you could consider using the Sales Territories function. However, this would only be possible if the person saving it does not have Sales Rep set to false in their employee record.
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Disclaimer:
This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes.
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10/02/2025, 9:45 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.82849133
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.823181152
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
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Celigo AI
10/02/2025, 9:45 AM