Microsoft CRM 4.0 - Only Sales Managers can close Opportunities RRS feed

  • Question

  • This is what i am looking to do. The Sale person (role #1) can create multiple opportunities in microsoft CRM, however, only the Sales manager (role #2) can close the opportunity.
    The sales person will be the owner of the opportunity, however when the opportunity is to be closed, an approval process is set off to notify the sale manager to close the opportunity.

    Thanks for your help 
    Tuesday, February 16, 2010 2:39 PM


All replies