How to give permission to export a list of contacts? #
- Click on Settings module
- Click on User groups and permissions tab
- Choose the appropriate role
- Click on Contacts section
- Check the Read and Write boxes for Export function
- Click on Save
How to give permission to export a list of accounts? #
- Click on Settings module
- Click on User groups and permissions tab
- Choose the appropriate role
- Click on Accounts section
- Check the Read and Write boxes for Export function
- Click on Save
How to give permission to reassign an opportunity? #
- Click on Settings module
- Click on the relevant user to check the role assigned to them
- Click the X icon to close the window
- Click on the User Groups and Permissions tab
- Select the appropriate user group (role)
- Click on the Opportunities section
- Check the Write box for the Opportunity Reassignment function
- Click on Save
