Settings and activity

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1. Allow Placing Salespersons into Teams with a Team Lead

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   3 comments  ·  Solargraf Features » Company Settings  ·  Delete…  ·  Admin →
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   Peter G Almeida commented  ·  Jan 30, 2023  ·  Delete…

   I need to create a "Manager" user so he can see certain sales reps quote etc. Yet not all of the reps. Is it possible to determine which user quotes a Manager can see?

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   Peter G Almeida supported this idea  ·  Jan 30, 2023

2. Ability to add users to project at company level

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   0 comments  ·  Solargraf Features » Company Settings  ·  Delete…  ·  Admin →
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   Peter G Almeida shared this idea  ·  Jan 30, 2023