Roles in Deals management configuration
By default Deals management configuration has no division of roles - any employee can enter information on deals. At the same time, each employee will have see information only on deals that he/she worked on or has access.
If you need to limit access to creating deals and managing them, you van do it this way:
- Limit access to Deal and Deal activity templates. Go to Main menu / Tasks / Templates, select the necessary template and change access to it:
- Limit access to "Deals management" planner: