Opportunity Permissions

1. Feature Overview

Opportunities in LeadSquared represent your potential deals. You can configure and grant opportunity permissions to your users across –

  • Role Level – The opportunity permissions are available by default to all the users present in your organization, and require no further configuration from your end.
  • Sales Groups – The opportunity permissions are available by default to the Sales Managers and Sales Users present in a sales group. These permissions grant special access to Sales Managers. Depending on the permissions given to them, they can view, modify and delete the opportunities owned by the Sales Users who report to them.
  • Permission Templates – For a permission template, the opportunity permissions will have to be configured at the opportunity type level. Through this, you can restrict user access to an opportunity type, enable field masking (in order to protect sensitive data such as PAN number, Social Security Number, health records, etc.), and grant opportunity import and opportunity export access to users.

Permissions help ensure that only authorized users will be able to access relevant opportunities.

 

2. Prerequisites

  • You must be the Administrator of your account.
  • You must have opportunities enabled in your account. To enable opportunities in your account, please write to support@leadsquared.com.
Note: You must enable the delete opportunity option while creating an opportunity type. On the Create Opportunity Type pop-up, against Allow Delete, click the . To know how to create an opportunity type, please refer to Opportunity Configurations.

Permissions for opportunities

 

3. Opportunity Permission across User Roles

Opportunity permissions are available to all the users in your organization by default. There are four user types available –

  • Administrator Users
  • Marketing Users
  • Sales Managers
  • Sales Users

To know more about user roles, please refer to User Roles and Access Rights.

 

3.1 Administrator Users

For Administrator users, the following permissions are available by default –

Permission TypeDescription
CreateAdministrators will be able to add new opportunities to all the leads in the system.
ViewAdministrators will be able to view all the opportunities that exist in the system.
ModifyAdministrators will be able to edit and modify all the opportunities that exist in the system.
DeleteAdministrators will be able to delete any opportunity that exists in the system.

 

3.2 Marketing Users

For Marketing users, the following permissions are available by default –

Permission TypeDescription
CreateMarketing users will be able to add new opportunities to all the leads in the system.
ViewMarketing users will be able to view all the opportunities that exist in the system.
ModifyMarketing users will be able to edit and modify all the opportunities that exist in the system.
DeleteMarketing users will be able to delete any opportunity that exists in the system.

 

3.3 Sales Managers

For Sales Managers, the following permissions are available by default –

Permission TypeDescription
CreateSales Managers will be able to add new opportunities to all the leads in the system.
ViewSales Managers will be able to view all the opportunities that exist in the system.
ModifySales Managers will be able to edit and modify all the opportunities that exist in the system.
DeleteSales Managers will be able to delete any opportunity that exists in the system.

 

3.4 Sales Users

For Sales Users, the following permissions are available by default –

Permission TypeDescription
CreateSales Users will only be able to add new opportunities to only accessible leads. Accessible leads are –

  • Leads associated with opportunities where the user is the opportunity owner.
  • Any lead where the user is the lead owner.
ViewSales Users will only be able to view –

  • All the opportunities for which the user is the opportunity owner.
  • All the opportunities associated with the lead, where the user is the lead owner.
ModifySales Users will only be able to modify accessible opportunities. Accessible opportunities are –

  • All the opportunities for which the user is the opportunity owner.
  • All the opportunities associated with the lead, where the user is the lead owner.
DeleteSales Users will only be able to delete accessible opportunities. Accessible opportunities are –

  • All the opportunities for which the user is the opportunity owner.
  • All the opportunities associated with the lead, where the user is the lead owner.

 

4. Opportunity Permission across Sales Groups

Permissions are available by default to sales groups, depending on how they’ve been configured, and the access granted to the group. Under each sales group, there are Group Managers and Sales Users. To know more about sales groups, please refer to Managing Lead and Account Access for Sales Users – Sales Groups.

4.1 Group Managers in a Sales Group

Group managers in a group have either of the following access-

  • Group Managers with a view all leads of the group access
  • Group Managers with a modify all leads of the group access

Depending on the existing access permissions a Group Manager has, the following permissions are available by default –

 

4.1.1 Group Managers with a View All Leads Access

Permission TypeDescription
CreateGroup managers will only be able to add new opportunities to accessible leads. Accessible leads are –

  • Leads associated with opportunities where the group manager is the opportunity owner.
  • Any lead where the group manager is the lead owner.
ViewGroup managers will only be able to view –

  • All the opportunities for which the group manager is the opportunity owner.
  • All the opportunities associated with the lead, where the group manager is the lead owner.
  • All the opportunities that are accessible to the sales users who report to the group manager.
ModifyGroup managers will only be able to modify accessible opportunities. Accessible opportunities are –

  • All the opportunities for which the group manager is the opportunity owner.
  • All the opportunities associated with the lead, where the group manager is the lead owner.
DeleteGroup managers will only be able to delete accessible opportunities. Accessible opportunities are –

  • All the opportunities for which the group manager is the opportunity owner.
  • All the opportunities associated with the lead, where the group manager is the lead owner.

 

4.1.2 Group Managers with Modify All Leads Access

Permission TypeDescription
CreateGroup managers will only be able to add new opportunities to accessible leads. Accessible leads are –

  • Leads associated with opportunities where the group manager is the opportunity owner.
  • Any lead where the group manager is the lead owner.
ViewGroup managers will only be able to view –

  • All the opportunities for which the group manager is the opportunity owner.
  • All the opportunities associated with the lead, where the group manager is the lead owner.
  • All the opportunities that are accessible to the sales users who report to the group manager.
ModifyGroup managers will only be able to modify accessible opportunities. Accessible opportunities are –

  • All the opportunities for which the group manager is the opportunity owner.
  • All the opportunities associated with the lead, where the group manager is the lead owner.
  • All the opportunities that are accessible to the sales users who report to the group manager.
DeleteGroup managers will only be able to delete accessible opportunities. Accessible opportunities are –

  • All the opportunities for which the group manager is the opportunity owner.
  • All the opportunities associated with the lead, where the group manager is the lead owner.
  • All the opportunities that are accessible to the sales users who report to the group manager.

 

4.2 Sales Users in a Sales Group

For the Sales Users in a group, the following permissions are available by default –

Permission TypeDescription
CreateSales Users will only be able to add new opportunities to accessible leads. Accessible leads are –

  • Leads associated with opportunities where the user is the opportunity owner.
  • Any lead where the user is the lead owner.
ViewSales Users will only be able to view –

  • All the opportunities for which the user is the opportunity owner.
  • All the opportunities associated with the lead, where the user is the lead owner.
ModifySales Users will only be able to modify accessible opportunities. Accessible opportunities are –

  • All the opportunities for which the user is the opportunity owner.
  • All the opportunities associated with the lead, where the user is the lead owner.
DeleteSales Users will only be able to delete accessible opportunities. Accessible opportunities are –

  • All the opportunities for which the user is the opportunity owner.
  • All the opportunities associated with the lead, where the user is the lead owner.

 

5. Permission Templates

Through Permission Templates, you can add and configure permissions to each opportunity type in your account. You can also enable field masking through permission templates. This will help protect client sensitive informartion (such as Aadhaar Number, Social Security Number, etc.) from your users.

You can grant permissions for the following permission types –

  • View – Allows users to view the opportunities under the opportunity type.
  • Create – Allows users to add a new opportunity under the opportunity type.
  • Edit – Allows users to edit an opportunity under the opportunity type.
  • Delete – Allows users to delete an opportunity under the opportunity type.
  • Export – Allows users to export opportunities under the opportunity type.
  • Import – Allows users to import opportunities under the opportunity type.

To know more, please refer to How to Create a Permission Template?

Permissions_2

 

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