This activity is used to share access with a CRM Access Group or individual representatives. In addition to access granted through record representatives, it is possible to manually share a specific record with other representatives. A representative who has the Share privilege for a record can grant another representative Read, Update, Delete, and/or Share privileges for that record. It is also possible to share a record with an entire access group.
To share a record, click Access in the page header and then click Access Details to view or manage access for the record.
The record header must have been entered and saved.
To share access with a group, the access group must have been defined on the CRM Access Group page.
The access filter for the record type must be active on the CRM Access Filter page.
As a result of this activity, the specified user or access group is granted access to the record according to the selected privileges.
Account
CRM
Business Activity
Business
Opportunity
Lead
Marketing Campaign
Sales
Quotation
Enter Business Opportunity
Enter Customer Agreements
Enter Marketing Campaign
Enter Sales Quotation
Enter Sales Quotation, CPQ
Enter and Handle Business Activity
Manage CRM Account
Enter Customer Order
Enter Sales Quotation, CTO
Handle Business Opportunity
Manage Lead