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
Avaliable in plan:
Articles in this section
- I only see the Sales and Analytics tabs in Upsales. Why can't I see the Marketing tab as well?
- Can I move an opportunity created for Company X to Company Y?
- 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 the team leader delete an order that a team member created?
- Can I change the currency for an opportunity or order?
- How do I indicate the purchased cost?
- How do I view the contribution margin for orders?
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