Source the Primary Sales Rep Supervisor on a Custom Field when the Team Selling Feature is Enabled

1. Navigate to Customization > Lists, Records, & Fields > Entity Fields > New.
2. Enter a Label.
3. In the Type field select Free-Form Text.
4. Unmark the Store Value checkbox.
5. Under the Applies To tab > Mark the Customer checkbox.
6. Under the Display tab > Subtab field, choose where to place this Custom Field in (ex. Main)
7. Click the Validation & Defaulting tab and set the following fields:

• Default Value enter {salesrep.supervisor}
• Mark the Formula checkbox

8. Click Save.