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This topic contains 1 reply, has 2 voices, and was last updated by  andesk 2 years, 5 months ago.

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  • #9543
    Ahmad Golzar
    Ahmad Golzar
    Participant

    Hi,

    We would like to plan opportunities for quarters. At the beginning of each quarter the sales manager creates bunch of opportunities for each of the sales agents. They start working on these opportunities. They will have access to these opportunities till the end of the quarter and their access should be blocked automatically (or easily by sales manager) at the end of the quarter.

    How can we do this with orocrm? any ideas?

    Thanks

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