Permission restrictions may prevent some team members from viewing their team members’ sales for a company.
To allow team members to view sales that are not for their customers, they need the Same as inheritance role permission.
Permission needed:
All users
Articles in this section
- Q: What constitutes contact in the 'last contacted' column?
- Q: How do I use On demand in events?
- Q: Do activities disappear if I delete a call list or campaign?
- Q: How do I send an email to several contacts?
- Q: Can I edit the form in my Easy booking page?
- Q: What can I update in bulk in Upsales?
- Q: Can I see when a company or contact was added to my Upsales?
- Q: Can I save a list from advanced search?
- Q: When we have multiple companies with the same name, in what order are they shown under the search field?
- Why can't I see appointments in my Google Calendar?