How to Show Other Opportunity?
Overview
The "Show Other Opportunity" feature provides a detailed view of all opportunities linked to a specific user, helping users track and manage related activities efficiently.
Tracking Opportunities: View all opportunities associated with a user in one place.
Cross-Referencing Profiles: Navigate directly to other Opportunity profiles from the “Other Opportunity” tab.
Access Management: Users can only view opportunities they have permission to access.
This ensures better visibility and streamlined opportunity management within the system.
Plan & Permissions
Required Access: Ensure that the "Show Other Opportunities" permission is enabled at the account level.
Opportunity List Access: You must have access to the Opportunity List where opportunities are created.
Visibility Restriction: Users will only see opportunities they have permission to access.
Step-by-Step Guide to Show Other Opportunities
Accessing Other Opportunities
Navigate to an Opportunity Profile
Open the opportunity profile of the lead.
Locate the "Other Opportunity" Tab
If permissions are enabled, you will see an "Other Opportunity" tab within the profile.
View Associated Opportunities
The tab will display a list of opportunities associated with the lead.
Navigate to Other Opportunity Profiles
Click on the lead’s name in the list to be redirected to their respective Opportunity Profile.
Access from the Lead Profile
Alternatively, go to the Lead Profile and navigate to the Opportunity Tab to see all associated opportunities.
Points to Keep in Mind
If the "Other Opportunity" tab is not visible, check whether you have the necessary permissions.
You will only see opportunities that fall within your access level.
If a specific opportunity is missing from the list, verify whether it was created in an Opportunity List you have access to.
Conclusion
The "Show Other Opportunity" feature improves visibility and accessibility by consolidating all opportunities linked to a user in one place. This makes tracking and navigation more efficient while ensuring data security through role-based access.
Unified View: Access all opportunities associated with a user in a single location for better oversight.
Seamless Navigation: Quickly move between different opportunity profiles without manual searching.
Controlled Access: Users can only view opportunities they are authorized to see, preserving data security.
This helps streamline opportunity management, reduces time spent searching for information, and maintains data integrity within the system.
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