opportunities

borisNew Member

We are using Maximizer 5.1 with SalesTeam.

Does anybody know if it is possible to edit the outcomes for another user.
We have a user that has left the company. The CEO wants to alter the outcome of the previous employees opportunities. Both people are in the same group and I have also made the CEO the TeamLeader of that group.
Viewing the opportunites is fine but on the status page nothing happens when (for example) I try to change the outcome from 'In Progress' to 'Won'.
I know this can be done by either logging on as the Master or logging on as the ex employee.
Is their an easier way?
Thanks

10/9/0211:34 AM

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Original Post

pillpopperNew Member

Hmm im having no problems in 7.5 doing that but unfortunately i dont have access to 5.1 have you made sure the members of the team have edit rights. If you are not using MaxExchange you can change the status in the backend.

Update opportunities
set status = 2 (whatever your changing it to)
where status = 4 (i think thats lost) and owner = 'Ex Employee'

1/16/038:58 AM

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