Remove an Employee from the Sales Rep Field > Unable to Locate the Employee Record

Scenario

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.

SAMPLE

Solution

1. Using your administrator role, navigate to Setup > Company > Enable Features.

2. Under CRM tab, look for a checkbox labeled as 'Team Selling' and tick it. 

SAMPLE

3. Once it is saved, navigate to Setup > Sales > Sales Team.

4. By default, the Filters are collapsed so click to expand. Then by default is 'My Sales Teams', select 'All Sales Teams' to show all.

SAMPLE

5. Edit the sales team record then tick INACTIVE box, and save the change.

6. Navigate back to the Enable Features page and under CRM tab, untick the 'Team Selling' box.

NOTE: This should remove the sales team from the Sales Rep field.