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Sales Opportunity report

started a topic 24 days ago

Can a Sales Opportunity Report please be created.

 

If this is done, visibility can be restricted within DEAR whilst still granting access to create opportunities. The report could then be emailed out to the sales team regularly.  As it stands the CRM module, even though basic, doesn't work if sales members can see each others data.


This is simplified fix to the problem that permissions can't be restricted to stop sales people/teams seeing each others data.

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