Bookshelf Home | Contents | Index | PDF |
Siebel Finance Guide > Managing Opportunities > Managing Opportunities and Team MembersYou might want to modify the members of the sales team for an opportunity, or change the primary team member designation. When the existing primary team member is a direct report, a manager can change the designate using the Opportunity Sales Team view or the My Team's Opportunities view. If you are logged in as an administrator, you can change the primary team designate for any opportunity in the Opportunity Administration view. The primary designate of the opportunity can use any of the opportunity views to secure an opportunity in order to restrict visibility to just the members of the sales team. When the Secure flag is checked, the opportunity is hidden from other users. A secured opportunity can only be viewed by members of the sales team from the All Opportunities or the My Opportunities view. NOTE: The primary sales team member for an opportunity can add and delete sales team members, and edit the Secure flag setting. Only managers or administrators can change the primary designate of an opportunity. Use the MVG Set Primary Restricted user property to overwrite this behavior. For more information, refer to Using Siebel Tools. You can also share opportunity information with members of associated product groups in a matrix organization. For more information on establishing and using product group visibility, see Managing Product Group Visibility. To add or delete members of the sales team for an opportunity
Changing the Primary Sales Team Members for an OpportunityUse the following procedure to change the primary sales team member for an opportunity. To change the primary sales team member for an opportunity
Securing an OpportunityUse the following procedure to secure an opportunity.
|
Siebel Finance Guide | Copyright © 2018, Oracle and/or its affiliates. All rights reserved. Legal Notices. | |