Show Other Opportunity

Introduction

The Show “Other Opportunity” feature allows users to view additional opportunities associated with a particular user, providing a comprehensive overview of their activity within the system.

Use Cases

• Tracking Opportunities: Easily keep track of all opportunities associated with a specific user.
• Cross-Referencing Profiles: Navigate to other Opportunity profiles directly from the “Other Opportunity” tab of an Opportunity profile.
• Access Management: Ensure that users only see the opportunities they have permission to view.

Pre-requisites

• The “Show Other Opportunities” permission should be enabled at the account level. If this permission is not available then the tab will not be visible on the Opportunity Profile. 
• The “Opportunity List Access” should be there to view the opportunity list where opportunities are created.

How Does it Work?

• The "Other Opportunity" tab appears in the opportunity profile, displaying a list of opportunities associated with the user.
• Clicking on the user's name in this list redirects you to their respective opportunity profile. 
• Users are only presented with opportunities they have permission to access.
• Clicking on the redirect link takes the user to the Lead Profile, In the Opportunity tab of the lead profile, all the associated opportunities are displayed.

Uses

• Comprehensive User Overview: Gain insights into a user's various opportunities in one central location.
• Efficient Navigation: Quickly jump to other profiles directly from the opportunity list.
• Access Control: Ensure users only see opportunities relevant to their permissions, maintaining data integrity.

FAQs

• Why can't I see the "Other Opportunity" tab?

Ensure that your user role has the necessary permissions to view other opportunities.

• Why can't I see specific opportunities on the list?

Confirm that you have access to the opportunity list where those opportunities were created.