CloudLink Ideas Portal

Customer search opportunity inquiry

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 want to track product support competitive information for times when we're not utilizing the PSQ module. Any thoughts/suggestions? Our customer search users can add an unassigned opportunity. But they cannot edit the stages. We do not want them to have full capability to edit all user's opportunities - only the ones they generate themselves

  • Jessica Mayher
  • Oct 19 2020
  • Needs more votes
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