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Sharing Opportunity Information (End User)


This topic illustrates the sharing of opportunity information by product group visibility. The principles illustrated here also apply to activities and call reports.

To share opportunity information

  1. Log in as a member of a product visibility group.
  2. Navigate to the Opportunities screen, and then the Opportunities List view.
  3. Choose My Opportunities. From the applet menu, select Columns Displayed. Move the Public Flag and Product Group fields to the list of selected columns on the right (if they are not already selected). Click Save and close the dialog box.
  4. Create a new opportunity.

    Notice the following:

    • The value of Product Group defaults to yours because you are the creator of the opportunity.
    • Public Flag is not selected if your product group has selected Confidential Flag.
    • In the Product Group field of the opportunity, add a product group that you want this opportunity to be shared with. When other members of this product group log in, they can see the newly created opportunity in the My Product Group's Opportunities view.
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