WeOpportunity Group Rights

  • 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
 

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