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Opportunities Security

New Member
Posts: 1
Country: Australia

Opportunities Security

If you have a number of reps entering territory sales opportunities but want to hide these from their collegues while still allowing the sales manager to see the opportunity and forecast.......how can it be done. Making the opportunity private hide it from even the administrator. Surely their is a way of doing this.....

 

HELP Smiley Happy

Bronze Contributor
Posts: 955
Country: Australia

Re: Opportunities Security

Luke I have not tested this theory but you might have a look at Durkin computing Opportunity List PLus www.durkincomputing.com as you may then be able to have each rep make their opportunities private and using this addon tool be able to display the opportunities in a simplar format to the native Opportunity List.

 

Topline dashboard might also provide this functionality www.toplineresults.com

 

Other than this the only way I see this being possible is with some custom programming

Paul Buchtmann
pbuchtmann@ozemail.com.au Australia
Australia's First ACT Consultant (1989)

FREE Record History to change default to Call or To-Do for ACT! 2010-2012 versions. Custom versions also available.