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How to set deal visibility and ownership

In this how-to guide, learn the straightforward steps to set deal visibility and ownership within your system.

victoriaworkflowsvictoriaworkflows
·3 steps·64 views·Published

In this how-to guide, learn the straightforward steps to set deal visibility and ownership within your system. Follow along as we navigate through the ETP interface, select the necessary options, and ensure all users have access to the appropriate deal information.

Step-by-step Guide3 steps

  1. Click ETP, Pearl Parker

    Click ETP, Pearl Parker
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  2. Click on "Click here."

    Click on "Click here."
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  3. Click All users

    Click All users
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