Redwood Sales - Filter sales method available when creating an opportunity
in Sales
Summary:
Hi All, in our setup we are using Redwood and have different sales method available for opportunities.
Some custom salesperson job roles are limited to creating opportunities of a single sales method; for these we hide the "Sales Method" field in the UI and set it in VBS when these role are creating the new opportunities.
Some other custom salesperson job role have the ability to create opportunities with different sales method, so they can choose the sales method to use when creating new opportunities.
We would need to limit the sales method available for the second type of users, for example we have 3 active sales method and they need to have access to only 2 of these sales methods.
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