CloudLink Ideas Portal

Create opportunities for non-sales-rep employees

We're looking to allow our parts employees functionality in sales link to create opportunities that are not assigned to a rep, that the parts employee can edit the stages themselves. We do not want customer search users to have the functionality to edit all opportunities - only the ones they generate and leave unassigned.

  • Jessica Mayher
  • Oct 16 2020
  • Already exists
  • Attach files
  • Admin
    David Vuong commented
    April 18, 2024 15:36

    It is currently possible in Customer Search for a user to create a new lead / opportunity and either leave it unassigned or assign it to someone. There is also the ability to view outstanding leads on Customer Search -- this view only shows the leads that the current user created.



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