Opportunity Management roles
You can assign roles to the people in your organization to manage or to view whatever items are appropriate:
- A system administrator or director might create the "building blocks" for each general type of opportunity in your organization.
- Managers or business analysts might be given access to create opportunities and to combine and modify the "building blocks" for each specific opportunity.
- Staff operations personnel might be allowed to view all or some opportunities and to view and modify tasks that have been assigned to them.

Opportunity Management group roles