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Locking Sales Quote

Jan 25, 2017 at 09:41 AM

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Is there any way to prevent other users from looking / having access to your Sales Quote for a customer?

There is the option to upload a pdf with password, but is there anything that C4C provides?

BR,
.CV

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1 Answer

Krishnendu Laha Jan 25, 2017 at 02:35 PM
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hello,

you can use authorization, please see the following Link:

access rights - only certain customers, contacts and sales quotes?

Thanks,

Krish

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Hi @krishnendu.laha

But we want Sales Reps to have access to the ones they create but to restrict to anybody else.

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