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Should I share my work and custom reports? Please help.
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TLDR: I need advice on how to share my work and still get credit. Lots of folks asking for my work to replicate.

I’ve become a master at organizing my pipeline and creating high level reporting and dashboards on salesforce to stay on track for my goals and future metrics.

I did a demonstration on a zoom call for my team, and my manager recorded them shared that with others in the company to showcase our strategies for success.

Many other teammates, including those not directly on my team, have asked me to share my notes and my reporting dashboards on salesforce with them to duplicate.

I, of course, would love to share my notes and be a team player and make sure that I am gaining credit and authority.

If you were in my position, how might you handle this kind of situation?

In addition, I have a meeting with one of the program managers of sales enablement this evening to show them my notes.

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3 years ago