A user setup in sub a has access to opportunities ...
# administration
m
A user setup in sub a has access to opportunities set in sub b. This user has the sales rep checked. When they create a new opp, they see their name in the sales rep drop down. However, when they edit an opportunity that has someone else as the sales rep and they wish to change it to themselves, they are not listed in the drop down. Is this by design or some underlying permission issues?
n
4 places to look come to mind: 1. Role subsidiary settings. 2. Sales preferences. 3. Workflows. 4. Scripts.
m
Looked at 1, 3, 4. Will look at sales preferences - thanks!