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New OpportunityCreator security role

There is a new security role called OpportunityCreator. Individuals with this role have full control over opportunities that they create, but have no access to opportunities created by anybody else. Previously, in order to create new opportunities, users had to have the OpportunityManager role, which gave them access to opportunities created by other users.

See Also

Opportunities changes

Action plan stages are numbered

Mark multiple notes as complete

Leave fields unchanged when changing Opportunity stages

Drop-down lists added to Opportunity creation

Relate Action Plan templates to Opportunity Types

Create a new opportunity from customer portfolio

Copy an Action Plan

Manager automatically assigned to opportunity

Attach document templates to opportunity types

Attach documents to opportunity emails

Delete multiple Opportunities from Opportunity List

Differentiate imported opportunity descriptions

Company Name displayed as Opportunity Contact

Task dates now checked for discrepancies

Task window displays opportunity name

Rename the Prospect field

Email notification must have assignee


ASI logo 10.6 Production Release. Updated 2/8/2006 4:42:51 PM
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