u/Fenian1918

I am looking for advice and direction with a Rules of the Road Conflict with someone on my team.

Little background, we are in the Technology Saas field focusing on Hospitality SMB. Opportunities come from working with our Referrals partner, which I share with one other rep in our territory. Leads and Opps are tracked in Salesforce CRM. I have almost 2 decades of experience in this vertical, but new to this team. My peer has less than 10 years in this space.

Met a prospect at our partner's office, proposed, and offered a solution. All yes, documents completed, until signature. Said they were not ready, still doing build out on site. Got dates to follow up and proposed the next meeting/follow-up. Called 2nd time, still not ready. Got 3rd date for meeting, called them, and they said, "Yes, I am glad you called, I have questions about my solution." They also said they were on their way to the referral partner's office, where I was, so let's meet there.

I thought this was just a technical question before signing, until they walked in holding the solution. I asked where they got that, and they said, "from you." I said no, they showed me their documents, and it was from my coworker. So I bit my tongue, answered their questions, and they apologized to me- stating that the other rep was 'Shady' for doing that.

I called my direct report, and they looked at the lead and opportunity in Salesforce and saw my Opportunity and my coworkers. The difference was the coworkers' docs had completely different Email, phone number, and Name of the business, in what I assume was an attempt to get a deal through SF without a 'Duplicate' opportunity popping up.

They closed the conversation, stating that "He wouldn't do that," and it must be a mistake. If I have a problem with it, I need to call the Ethics Hotline. Since that time, our boss has been rather standoffish and slow to respond to requests. They are, in my observation, an everything-is-great, don't rock the boat type of manager.

I have spoken with my mentor, other Sales Directors, and RVP's from previous jobs within the same company, who know me and my work, and they have all said I need to proceed with reporting it.

Ethics guidelines with the company say that if you know something and don't report it, you are part of the problem.

Finally, it is not about the revenue; it is the principal. What would you do?

I am looking for advice and direction with a Rules of the Road Conflict with someone on my team.

Little background, we are in the Technology Saas field focusing on Hospitality SMB. Opportunities come from working with our Referrals partner, which I share with one other rep in our territory. Leads and Opps are tracked in Salesforce CRM. I have almost 2 decades of experience in this vertical, but new to this team. My peer has less than 10 years in this space.

Met a prospect at our partner's office, proposed, and offered a solution. All yes, documents completed, until signature. Said they were not ready, still doing build out on site. Got dates to follow up and proposed the next meeting/follow-up. Called 2nd time, still not ready. Got 3rd date for meeting, called them, and they said, "Yes, I am glad you called, I have questions about my solution." They also said they were on their way to the referral partner's office, where I was, so let's meet there.

I thought this was just a technical question before signing, until they walked in holding the solution. I asked where they got that, and they said, "from you." I said no, they showed me their documents, and it was from my coworker. So I bit my tongue, answered their questions, and they apologized to me- stating that the other rep was 'Shady' for doing that.

I called my direct report, and they looked at the lead and opportunity in Salesforce and saw my Opportunity and my coworkers. The difference was the coworkers' docs had completely different Email, phone number, and Name of the business, in what I assume was an attempt to get a deal through SF without a 'Duplicate' opportunity popping up.

They closed the conversation, stating that "He wouldn't do that," and it must be a mistake. If I have a problem with it, I need to call the Ethics Hotline. Since that time, our boss has been rather standoffish and slow to respond to requests. They are, in my observation, an everything-is-great, don't rock the boat type of manager.

I have spoken with my mentor, other Sales Directors, and RVP's from previous jobs within the same company, who know me and my work, and they have all said I need to proceed with reporting it.

Ethics guidelines with the company say that if you know something and don't report it, you are part of the problem.

Finally, it is not about the revenue; it is the principal. What would you do?