Sales User
Modules
| Name | View | Edit | Delete |
|---|---|---|---|
Contacts | All records | All records | Can't delete |
Accounts | Owned only | Owned only | Can't delete |
Deals | Owned only | Owned only | Can't delete |
CPQ Modules
| Name | View | Edit | Edit all | Delete |
|---|---|---|---|---|
diamonds | ||||
Documents |
Sales Activities
The default scope here is Related access i.e. if you have access to a specific contact, you'll automatically gain access to all their sales activities
| Name | View | Create | Edit | Delete |
|---|---|---|---|---|
Tasks | ||||
Meetings | ||||
Call logs | ||||
Custom sales activities |