How do I allow my users to add opportunities to Target List?

Updated on February 13, 2021 01:44AM by Admin

Opportunities app allows you to provide access to the users who are in charge of adding opportunities to the target list in the Opportunities app. The users who have the privilege to “Add to Target List”, can use that option found on the overview page of an opportunity.

Steps to give the user permission to add opportunities into Target List

  • Log in and access the Opportunities App from your universal navigation menu bar.
  • Click on the “More” icon and select “Settings” located at the app header bar.
Opportunities app

  • Click on “Actions” in the Security dropdown from the left navigation panel.

  • Locate the “Add to Target List” option from the “Object” section and click on the Privilege dropdown.
Privilege Dropdown

  • Click the "Create privilege" option found at the bottom of the privilege dropdown.
  • Create Privilege popup appears. Enter the name and description of the new privilege that you want to add against the “Add to Target List” option.
Create Privilege