I’d like to restrict users to only see relevant Lines of Business. Am i missing something or is this a feature request?
Background - Account Executives who are forecasting Direct deals, we don’t want seeing all other lines of business (some thoughts like our Channel Overlay forecasting, Product groups)
in some cases they wouldn’t be on the opportunity team - but would see a list of LOBs; but in some they would be able to see the deals on a deal board,- but we want to keep forecasts independent
+2Hi
Does this answer your question, or are you looking to get even more granular?
Hi
The Users who have Forecasting seats have the CORRECT permissions - but there is nowhere that I can dictate/limit WHICH lines of business users can see.
So ANY Forecast user can see ALL Lines of Business, even where 1) they don’t have any deals that would meet the deal-board criteria; 2) in some cases they do sit on an opportunity team, so would be able to see the deals in a line of business, but we want to avoid them seeing particular lines-of-businesses.
+2Gotcha, thank you for clarifying
I’d recommend submitting this a feature request for our Product team, which you can do on the righthand side of this page.
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