Assign the Tech Lead for project and grant permission to read the sales order and sales order lines.
Sale Project Technician
Enrich partner profile with partner's business nature information
Partner Business Nature Management
Grant project managers read access to the corresponding sales orders and sales order lines.
Sale Project
Define a group which granted quotation template access.
Sales Quotation Template Access
Add Sankey view for Sale
Viin Sale Sankey
Grant accountants access to product Cost
Product Standard Price Access - Accountant
Integrate Product Category Chatter with Purchase
Product Category Chatter - Purchase
Integrate Product Category Chatter with WMS Accounting
Product Category Chatter - Stock Account
Advanced reports for sales application
Sales Reports
Allow members of the same sales team to collaborate on the same quotation / sales order
Sales Team Collaboration - Sales
Manage Partner Nationality
Partner Nationality Management
Grant purchase users access to product Cost
Product Standard Price Access - Purchase User
Allow members of the same sales team to collaborate on the same lead/quotation/order
Sales Team Collaboration