Reviewing WeOpportunity Group Rights

This article will cover all of the group rights that WeOpportunity has to offer. Each section is broken out by their header in bold

• Billboard
  • Billboard Access - Gives access to view the Billboard
• Dashboard
  • Dashboard Access - Gives access to view the Dashboard
• Lead Center
  • Lead Center Access - Gives group the ability to pass leads
  • New Opportunity - Gives group the ability to create a lead for passing
  • Existing Leads - Gives group the visibility of leads that were created for the customer or site highlighted
  • Opportunity Fields
    • Allows group to select data fields within a lead to be passed
    • System Administrator can set certain data fields to be required
  • Opportunity Contact Fields
    • Allows group to enter contact information in a lead to be passed
    • System Administrator can set certain contact fields to be required
  • Opportunity Location Fields
    • Allows group to enter location information in a lead to be passed
    • System Administrator can set certain location fields to be required
• Lead Management
  • My Opportunities - Allows group to see summary of opportunities created divided into lead stages
  • My Employees - Allows group to see 'My Employees' list [if user is configured to view other users' opportunities]
  • New Opportunity - Gives group the ability to create a lead to be owned by User
  • Opportunity Fields
    • Allows group to select data fields within a lead
    • System Administrator can set certain data fields to be required
  • Opportunity Contact Fields
    • Allows group to enter contact information in a lead
    • System Administrator can set certain contact fields to be required
  • Opportunity Location Fields
    • Allows group to enter location information in a lead
    • System Administrator can set certain location fields to be required
  • Lead Management Access
    • Gives group access to create leads
  • Lead to be Assigned - Allows group to have 'Leads to be Assigned' tab visible [users need to be configured to a group to have the option to pass leads to be assigned]
  • Assign Lead to Sales People - Allow group to have 'Sales People' tab visible [users need to be configured to pass to leads to other users]
  • Assign Lead to Pass Group - Allow group to have 'Pass Groups' tab visible [Pass Groups need to be configured to show in the tab]
  • Assign Lead to Office - Allow group to have 'Office' tab visible
  • Existing Leads - Gives group the visibility of leads that were created for the customer or site highlighted
  • Opportunity RFQ Fields - System Administrator can set which fields are required when putting an Opportunity in RFQ
  • Opportunity Sold Fields - System Administrator can set which fields are required when flagging anOpportunity to Sold
• Global Schedule
  • Global Schedule Access - Gives access to view the Global Schedule
  • My Employees - Allows user to see other Users' calendars on the Global Schedule [Users need to be synced and configured for this option to be available]
• Quote [QuoteAnywhere Module required]
  • Quote Access - Gives group access to quoting features in QuoteAnywhere
  • Create Quote - Allows group to Create quotes in QuoteAnywhere
  • Edit Quote - Allows group to Edit Quotes [quotes owned]
  • Create Customer in Quote - Allows group to create a new customer when creating a quote in QuoteAnywhere
  • Create Location in Quote - Allows group to create a new location [site and/or billing] when creating a quote in QuoteAnywhere
  • Create Contact in Quote - Allows group to create a new contact when creating a quote in QuoteAnywhere
  • Job Preparation - Allows group to access 'Job Preparation' tab in Quote
  • Edit RMR Item Price - Allow group to edit RMR line item pricing included in a Quote
  • Survey - Allows group access to Site Survey
• URG
  • URG Access - Give group access to view URG menu
  • Export to Excel - Allows group to export URG Report(s) to Excel
  • My Employees - Allows group to view other users' WeOpportunity and WeEstimate URG values [Users need to be configured to view other Users]
  • WeOpp URG - Allows group to access WeOpportunity URG
  • Audit URG - Allows group to access Audit URG
  • WeEstimate URG - Allow froup to access WeEstimate URG
• System [Only System Admins should have access]
  • Message Group - Allows access to create Message Groups
  • Group - Allows creation of Groups
  • Show Social Media - Allows Social Media fields to be visible
  • System Access - Allows group access to System configuration
  • Products & Services Setup - Allows group to add/delete/edit list of Products & Services
  • Data Lists - Allows group to edit data lists displayed in Leads
  • Group Rights - Allows group to access Group Rights to be assigned
  • User Settings - Allows group to access configuration of Users
  • Office Settings - Allows group to access configuration of Offices
  • Schedule Template Setup - Allows group to access Schedule Template Setup
  • Questionnaire - Allows group to create and configure questionnaires
  • Billboard Setup - Allows group to edit and update the Billboard
  • Global Package Editor - Gives group ability to create and configure packages
  • Parts Editor - Gives group access to edit parts imported as WeSuite Parts
  • Pricing Plan - Give group access to configure Pricing Plans [QuoteAnywhere module required]
  • Sliding Scales - Give group access to configure Sliding Scales [QuoteAnywhere module required]
  • Threshold - Give group access to configure Threshold [QuoteAnywhere module required]
  • Change Status to Sold - Allows group to flag opportunities as 'Sold'
  • Survey - Allows access to add Site Survey
  • Send Email to Message Group - Allows group to send email to Message group configured in WeOpportunity
  • API User Settings - Allows group access to configure WeSuite Go! and Webform API
  • Data Point - Allows group to create Data Points for use in WeOpportunity
  • Heat Index - Allows group to create different Heat Indexes for use in WeOpportunity
  • Map Pins - Allows group to assign map pins for use in WeOpportunity
• Reports
  • Export to Excel - Allows group to export Reports to Excel
  • Reports Access - Give group access to Reports menu
  • Sales Dashboard - Allows group visibility to graph view of Sales Dashboard
  • Leads to Count - Allows group visibility to graph view of Leads to Count
  • Leads to Status - Allows group visibility to graph view of Leads to Status
  • Leads to Detail - Allows group visibility to graph view of Leads to Detail
• Contacts
  • Contacts Access - Allow group to access to flat list of ALL Contacts used in WeSuite
  • Contact Fields 
    • Allows group to enter contact information [not specific to a lead]
    • System Administrator can set certain location fields to be required
  • Export to Excel - Allows group to export Contact List to Excel
• Marketing Dashboard
  • Marketing Dashboard Access - Allows group access to Marketing Dashboard
• Map
  • Map Access - Gives group access to view the Map
• Prospecting Plan
  • Prospecting Plan Access - Allows access to create a Prospecting Plan
• Prospecting Dashboard
  • Prospecting Dashboard Access - Allows group Prospecting Dashboard
  • Location Fields 
    • Allows group to enter location information in a Prospecting Activity
    • System Administrator can set certain location fields to be required
  • Contact Fields
    • Allows group to enter contact information in a Prospecting Activity
    • System Administrator can set certain location fields to be required
  • Export to Excel - Allows group to export prospecting activities to Excel
• Import Utility
  • Import Utility Access - Allows group access to Import Utility