Allowing Any Team Member to Edit Any Sales Quote


Introduction

By default, if another sales consultant would like to edit a sales quote you created, you must first use the "handover" function to assign the ability to edit that sales quote to someone else.  The "handover" process ensures that two people are not working on a sale quote simultaneously and therefore risk overwriting each other's changes.  However, some organisations need the ability for anyone to edit any sales quote in their sales team.  This can be done by enabling the "team editing" feature.

This topic provides instructions on how to enable Team Editing.

 

Enabling Team Editing

Click on the Configuration menu on the Sales Quote Dashboard, then select the option Settings.

Sales Quote and Sales Proposal Software - Allowing Any Team Member to Edit Any Sales Quote - illustration 1

Now click on the tab Dashboard to show the available settings for the Sales Quote Dashboard (as shown below).

Sales Quote and Sales Proposal Software - Allowing Any Team Member to Edit Any Sales Quote - illustration 2

Click on the switch (under the label Allow teams to edit all proposals); the switch should be in the on-state (green), as shown below.  Finally, click on the Save button to commit your changes.

Sales Quote and Sales Proposal Software - Allowing Any Team Member to Edit Any Sales Quote - illustration 3

Related User Guide Topics

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Allow Any Team Member To Edit Any Sales Quote
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Make sure images in your Image Library can only been seen by the right user.

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