Roles in Deals management configuration

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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:


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  • Limit access to "Deals management" planner:


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Do to