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Restrict access to proposals based on Salesperson
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Amanda Studdard
August 23, 2021
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Nicholas Reimer
This is huge but we can't use this until "Templates" is available or we can have them select their own proposals and 1-2 other sales people that we create our own templates under. -Nicholas
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March 10, 2025
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Kirk Chisholm
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Check it out. Live on the site now to try out.
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November 23, 2024
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Jacob Roland
Kirk Chisholm Thanks Kirk!
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November 25, 2024
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Adam Zell
Kirk Chisholm Wondering if this is being considered?
We have partners that we won't give access to Portal because I don't want them having keys to the kingdom. I'd love to be able to let them create proposals and only view proposals they have access to, not the entire history of my company.
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August 21, 2024
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Kirk Chisholm
Adam ZellYes, we're going to do this, I just don't have an eta right now. It makes total sense.
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August 21, 2024
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Jimmy Powers (Gains)
Really important feature for sales teams. Hard upvote
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November 9, 2023
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Jacob Roland
I would like the option to restrict access to Proposals on a per user basis (example: Salesperson A only has the ability to edit their own Proposals, and not have access to modify Manager's or Salesperson B's Proposals). It would also be nice to be able to "lock" a Proposal so Salesperson A can not modify a Proposal once it has been "Locked in" (this would be managed by the Manager user).
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June 8, 2023
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