Using CRM2011
Hello all,
Would anyone be able to help with the following please?
our sales force need to be able to close any quotes associated with their opportunities, however, they don't have the correct level of permission. I have had a look and I *think* the easiest way to change this would be to allow them to change the 'Assign'
permissions to business unit so they can allocate the quote to themselves then close it. I found this option under Security Role > User > Quote then change the button to the appropriate level.
Does this make sense or can anyone suggest a better way of doing it?
All the quotes are preapred in the office (not by the sales force). I did suggest that we change the owner of the quote to the sales person but this wasn't too popular.
many thanks in advance.
Justin
