Managing Rules for Opportunities

Access Rules are used to allow or restrict access to an opportunity when various conditions are met. For example, if the administrator wants all accounts with a certain company to be able to be accessed by all users, he/she can set up the condition: If field Company Name value is OfficeClip, give Read, Write, Append, Delete access to the All Users role.

To setup rules in the Access Fields:

1. Click CRM > Opportunities > Admin > Rules.
2. By default, there are no rules listed. To create a rule, click the Add Rule button.

   

3. Clicking Add Rule brings up a new window. You can choose to add conditions by clicking the Add Condition link for the dropdown list selected. This will bring up corresponding fields to fill in according to the conditions you need.

For example:

• Here, we select a condition, if a field is set to some value, and we click on Add Condition.
• Then, we enter if the field stage value is Prospecting (you can select the stage value from the dropdown as per requirement for setting a condition).

  

• Then we set Actions, or grant access to read, write, append and delete to the user. Click Add Action.
• Then, we can check on the box the access that is to be given to the user. Select to which users you want to give access from the dropdown.

  

• On the next screen, we can see the Rules set, and we have entered the rule Name as Access rules. The Enabled checkbox is automatically selected, which means the rule will be active. To make the rule inactive, uncheck the box.

  

• Click Save Rule when finished, Previous to go to the previous rules screen or Cancel to exit without saving the rule.
• If you want to edit a rule, click the icon, or to remove a rule completely click the icon. to run a rule that is not active click the icon or, to run all existing rules, click the Run All Rules link.

Click on the Next button to go to the next Admin screen.

To go back to the Opportunities list screen, click on the icon.