Thursday, February 7, 2019

Saved Search that shows Primary Sales Rep of Partners which are also Customers.

1. Navigate to Lists > Search > Saved Searches > New.
2. Click Customer.
3. Enter Search Title.
4. Select Other Relationships under Criteria > Standard > Filter.
5. Click Partner in the popup window.
6. Click Set.
7. Click on Results tab.
8. Click Remove All button.
9. Add Name under Results > Column > Field.
10. Add Sales Rep.
11. Click Save & Run or Preview.

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