Reply to "Opportunities"

advocosupportMaximizer CRM Consultants

Hi Jayneeta,

This sounds to me as if one of your users is in a sales team but the other is not, he is creating the opportunity assigning it to the team of which he is not a member. Therefore when he reopens the database or refreshes his list the opportunity disappears.

The Sales teams are set in a different part of Maximizer to the other groups and permissions. You need to run the distribution list manager to work with the sales team memberships.

Regards,

Nick Welburn
CABC Support

6/11/0211:34 PM

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