Sales, Marketing, and Territories Apps - EBS (MOSC)

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Different quote access rights according to different kind of sales

edited Oct 26, 2015 9:47AM in Sales, Marketing, and Territories Apps - EBS (MOSC) 5 commentsAnswered

Hello,

until Yesterday where we simply had Sales Managers and Representatives: we easily managed with Group, Roles and Territories the Quotes accessibility

[New Scenario]

We have 2 different kind of Sales CRM Resources (Sales TOTAL, Sales SPARES)

They can make quotes for same customers but selling different types of items (Machines, Spare Parts)

[New Business need]

We need give them quotes access according to Quotes related transaction types:

Sales SPARE must access only spares transaction types (with Spare Parts items) when accessing his Quoting user responsibility.

Sales TOTAL (tipically with a sales manager role) will access all transaction types quotes.



Anyone faced similar issue?

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