The Sales & Marketing functions require the application of the following user rights:
Activities [32400] |
Allows general access to activities. |
Sales Manager’s report [14708] |
Allows viewing and printing of the report. |
Sales navigator [32250] |
Allows access to the dialog, as well as the display of sales opportunities of other Sales staff. |
Sales opportunity (current user) [14688] |
Allows the user to view only his/her own sales opportunities. |
Sales opportunity logbook (current user [14706] |
Allows the user access to his/her own logbook only. |
Sales opportunity logbook [14707] |
Allows the user access to the logbooks of other Sales staff. |
Sales opportunity [14689] |
Allows the user access to the sales opportunities of all users (a right e.g. for the Sales Manager). |
Sales staff guideline [23060] |
Allows viewing, entering, editing and deleting of guidelines. |
Sales projects (Analysis) [30850] |
Allows viewing and printing of the sales project analysis. |
Sales Projects [31250] |
Allows entering and amending of sales projects. |
Sales contracts [30550] |
Allows viewing of the dialog sales contract. |
Contract information [16901] |
Allows entering of contract information. |
Contract details [19830] |
Allows entering of contract details. |
Sales comparison target/actual [32652] |
Allows viewing of the comparison. |