When the Team Selling feature is enabled, the Sales Rep field on sales transaction records is replaced with a Sales Team subtab instead. Additionally, the Sales Rep checkbox on Employee records is replaced by a Sales Role drop-down field. Users can then assign multiple employees under the Sales Team tab along with their respective roles.
Note: When assigning members of a Sales Team, only employees marked as Sales Rep can be selected. This field is found under an Employee record's Human Resources subtab.
To retrieve sales reps associated with a transaction, the following query can be used:
SELECT SALES_REPS.SALES_REP_ID, SALES_REPS.FIRSTNAME, SALES_REPS.LASTNAME FROM TRANSACTION_SALES_TEAMS INNER JOIN SALES_REPS ON SALES_REPS.SALES_REP_ID = TRANSACTION_SALES_TEAMS.SALES_REP_ID INNER JOIN
TRANSACTIONS ON TRANSACTIONS.TRANSACTION_ID = TRANSACTION_SALES_TEAMS.TRANSACTION_ID WHERE TRANSACTIONS.TRANSACTION_ID = "(transaction internal id)";
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