This activity is used to share access for a group or an individual. A representative who has access to the record can share access for another representative. Click Access and then click Access Details to view or share access for the record.
The record header must have been entered and saved.
To add access for a group, the access group must have been defined on the CRM Access Group page.
The access filter for the record type must have been activated on the CRM Access Filter page.
As a result of this activity, user or access group are connected to the record.
Account CRM
Business Activity
Business Opportunity
Lead
Marketing Campaign
Sales Quotation
Manage CRM Account
Enter Business Opportunity
Enter and Handle Business Activity
Enter Marketing Campaign
Manage Lead
Enter Customer Order
Enter Sales Quotation
Enter Sales Quotation, CTO
Handle Business Opportunity