Sharing Historical and Future Opportunities with Another Property (User)

Depending on your responsibilities and permissions, you might have visibility only to your property or group of properties. If you want to send historical or future opportunity information for your property to a property outside your area of visibility, create a proposal draft with the historical or future opportunity information. Another user who has access to the target property can then attach the proposal to an opportunity associated with the target property. For more information about creating and managing proposals, see the chapter on proposals in Siebel Correspondence, Proposals, and Presentations Guide.

To share a historical or future opportunity with another property, follow the procedures in this topic.