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  • Allow all user to view lead when it had specific state/status

    Hi All, problem background: Salesperson B create a lead. At this point, the lead can only be seen by Salesperson B, and send to manager for approval. After review the lead, the manager then decided that this Lead is not ready to be process due to…
  • Opportunity Stage button missing

    Somehow I lost the ability to quickly change the Opportunity Stage by clicking onto the next stage in the process. The options would be Qualified, Demo, Negotiating, Quoted, etc. that would appear in the right hand column of the screen below the Current…