Create a Saved Search to List or Highlight Leads, Prospects or Customers with Sales Team but no Primary Sales Rep

To create a Saved Search which lists or highlights Leads, Prospects or Customers with Sales Team but no Primary Sales Rep:

1. Navigate to Lists > Search > Saved Searches > New

2. Click Customer

3. Enter a Search Title

4. Under Criteria > Standard subtab, add the following:

• Stage is any of Lead/Customer/Prospect
• Sales Team Member is not - unassigned -  
• Sales Rep is - unassigned -

5. Under Results > Columns subtab, add the fields to display in the search result, for example:

 

·         ID

·         Name

·         Sales Rep

 

6. If you have an existing search and you wish to highlight the records with Sales Team but no Primary Sales Rep, under the Highlighting > Highlight if... subtab, add the following condition and set the desired Image/Text Color/Background Color/Bold/Description:

·         Sales Team Member is not - unassigned -  

·         Sales Rep is - unassigned -

7. Click Save & Run.