1.Click "Sales Projects"
2. Search or select the sales project to pass.
3. Click "View"
4. Click Ownership.
5. Click "Add" under shared owner.
6. Expand the region and office and search for the person to pass.
Note: If the Region, Office, or User is not visible there may be additional settings within people manager. Example: The person passing must have "job sharing," or "bin passing" people manager rights with the User.
7. Click "Pass Group"
8. Click "Select" under Pass Groups
9. Select the pass group to pass the sales project.
10. Click "Select"
11. Click "Save"
Note: Any Shared Ownership information will be removed once a Pass Group is associated to the Sales Project.
12. Click "WeSuite - QuoteAnywhere"
Comments
Article is closed for comments.