Allow Team Admins to View All Opportunities
Hello! We are a growing team and we have run into the issue of our DOO not being able to see all of the Team's opportunities; only the rainmaker can. The only way for them to see the opportunities is if they are assigned to him which seems a bit of a hassle. We don't want to add him as another Rainmaker in Command Teams as that would mess up our reporting.
So, can we have a function where the team DOO or admin has the ability to see all of the team's opportunities? Or, throw this permission into the Unlimited Access option for team access?
LABS Team
shared this idea
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Has the permission update for Admins and TC's solved the issue described?
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Ryan Yarbrough
commented
My OPS person has the ability to see all opportunities. I have their permission set to enhanced. They do not need to be assigned to the opportunity.
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Sarah McGarry
commented
It would also be nice to allow all team members access to ALL opportunities and not just the ones they are assigned to. This way everyone can see the team's listings and potential buyer needs.
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LABS Team
commented
As owner of the team account and my personal account it would be convenient for opportunities to pull from either account when creating a new opportunity and selecitng the contact.
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LABS Team
commented
At this time, Admins/Guest Users can view all opportunities. It would be great if admin, ISAs, Rainmakers,and Agents permission level also apply with opportunities so they can only view what is assigned to them.
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LABS Team
commented
It would be nice if Agents, ISAs, Admins and Rainmakers have different permissions.
