All associates can start and manage their own opportunities with no permissions required.
The following associate permissions have been added:
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Manage Opportunities
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Management level permission that:
- Grants access to all opportunities
- Allows you to leave management notes and set Next Steps on opportunities.
- Grants access to Opportunity Management List View (Clientele > Opportunity > Manage)
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Modify Opportunities not assigned to you
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Allows you to open and modify opportunities started by other associates
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Modify Opportunity Settings
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Grants access to Opportunity Settings (Administrative > Advanced Settings > Opportunities)
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Run Opportunity Breakdown Report
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Allows you to run the Opportunity Breakdown Report (Reports > Management > Opportunities > Oppo Breakdown)
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Run the Opportunities Report
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Allows you to run the Opportunity Overview Report (Reports > Management > Opportunities > Oppo Overview)
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