How do I Allow my Users for Converting an Opportunity?

Updated on December 2, 2016 11:07PM by Admin

Opportunities App allows you to provide access to the users who are reputed to converting opportunities. The users who have privilege for bulk action, can use “Convert” option found in “Show All” page of opportunities App.

Steps to Give User Permission for Converting Opportunities

  1. Log in and access opportunities App from your universal navigation menu bar.
  2. Click on “More” icon  and select “Settings” located at the app header bar. 
  3. Click on “Actions” from security drop down from left navigation panel. 
  4. Locate the “Convert” option from “Object” section and click on privileges drop down. 
  5. Click "Create privilege" option found at the bottom of the privilege drop down. 
  6. Create privilege pop up appears. Enter the name and description of the new privilege that you want to add against the “Convert” option.
    create privileges
  7. Click on "Create" button.
  8. After creating the privilege go to Employees App to give access to particular employees.
  9. Please refer this link:
  10. Now, employee Mark Henry has the privilege of converting opportunities. In Mark Henry login, the “Convert” button will be visible as shown in the image below:
    convert mark