Saturday, October 27, 2018

Search for Opportunity Transaction without a Sales Rep but have a Sales Team Members

To create an Opportunity Transaction search without a Sales Rep indicated in the Sales Rep field, while having the Sales Team Members on the Sales Team tab:

1. Navigate to List > Search > Saved Search > New > Opportunity

2. Under Criteria tab > Standard subtab >

              Field = Sales Rep is unassigned, hit add button
              Field = Contribution % is greater than 0
              Field = Formula (Numeric), Field = Primary Sales Rep Contribution % ; Formula (Numeric) field = empty

3. Under Results tab > Columns sub tab,

                Fields = Number
                Fields = Customer
                Fields = Sales Team Member
                Fields = Primary Sales Rep Contribution %
                Fields = Contribution %
                Fields = Sales Role

4. Enter Search Title and click on Save & Run button

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