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Former Member

Sales Opportunities

Hi

In one of client's company there are a few number of sales employees.And they handle diffrent products.After they capture the leads in sales opportunities,the sales employees from other product division should not access their opportunities.Is there a way to do this?

Regards

Louis

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2 Answers

  • Best Answer
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    Former Member
    Oct 15, 2008 at 06:01 AM

    You can use Data Ownership Authorization for this.

    Goto Administration -> System Initialization -> Authorization -> Data Ownership Authorization

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    Former Member
    Oct 15, 2008 at 06:21 AM

    Hi Louis,

    Data ownership is the option for you out of B1 box. However, you may find this function not good enough for you to completely block some other non-authorized users to view certain documents.

    Try them first, if you are not satisfied with the result, you have to go through SDK or add-on to get what you want exactly.

    Thanks,

    Gordon

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