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eGO AcademyReal Estate Software How to edit the permissions on the Opportunities?

How to edit the permissions on the Opportunities?

eGO users can authorize or restrict the access of each user to the opportunities.

It’s easier to set the permissions of the opportunities using this option. You can apply the permissions to one or more users.

 

To do so, take the following steps:

 

1. In the ‘Opportunities‘ tab select the opportunity you want to edit;

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2. Click ‘edit this opportunity‘;

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3. Scroll down and click ‘Who can edit this opportunity‘;

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4. After selecting the user click ‘Save opportunity‘.

NOTE: If you want other user to edit the opportunity, click ‘+‘ and select the respective user;

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