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Full vs. sales role restrictions

edited Nov 22, 2019 10:30AM in CRM 2 comments

In my Full role, when I bring up a customer record, I can go to the sales tab, and see the transactions.

For my sales people, they are assigned a sales role, but when they open up the customer record, they do not see this - the only thing they can do in there is create a new opportunity - although in other areas, I have allowed them to create estimates.

How do I let the sales person view the transactions, such as estimates and invoices, in the customer record?

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