How to Enable Membe Opportunity Visibility Across Multiple Organizations in Standard Sales Security? — Cloud Customer Connect
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How to Enable Membe Opportunity Visibility Across Multiple Organizations in Standard Sales Security?

in Sales 1 comment

Hi,

We’re working with standard sales security in Oracle Fusion Sales (not using Advanced Sales Security or Enhanced Territory Management) and facing a visibility issue related to opportunities across organizations.

Here’s the situation:

  • A resource is part of Manager A’s organization (since in standard security, a resource can belong to only one organization).
  • This same resource is also added to a territory owned by Manager B, who is part of a different organization.
  • The territory is of type Prime, and the resource is properly added as a team member.
  • However, Manager B cannot see this resource’s opportunities

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