User Rights

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.