Permission restrictions may prevent some team members from seeing their team members’ sales for a company. To allow team members to see sales that are not for their customers, they would need to have the Same as inheritance role permission.
Permission needed:
All users
Articles in this section
- Q: Which meeting type will a meeting be if it is booked via Easy Booking?
- How can I update my existing companies and contacts with statuses from the new Journey feature?
- How do I define who has the journey status of Customer?
- Why can't I see the Marketing tab in Upsales?
- Can I move an opportunity or order between companies?
- What happens to my existing sales if I change a product price?
- How do I delete an opportunity or order?
- Why can’t my team members see sales on a company?
- Why can’t I delete an order created by someone else?
- Can I change the currency for an opportunity or order?