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Sales Opportunities

Former Member
0 Kudos

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

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
0 Kudos

You can use Data Ownership Authorization for this.

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

Answers (1)

Answers (1)

Former Member
0 Kudos

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