Sales & Marketing
Remove an Employee from the Sales Rep Field > Unable to Locate the Employee Record
The user wants to remove one of the employees listed on the standard Sales Rep field in entity/transaction records. However, when the user navigates to the Lists > Employees > Employees, the employee is not listed. The employee may have a generic name such as "Pre-Sales, Sales - Professional Services, Accounts, Marketing Team", etc.
Difference Between the Two Status Fields in Estimates
The Status field with field ID: entitystatus represents the stage of advancement in the negotiation.
Forecasting Preferences
You can set your company forecast preferences atSetup > Sales & Marketing Automation > Sales Preferences.