Document number: 11394

 

When you retrieve an existing opportunity, all the fields are read-only. Scroll down the page to click on the EDIT DATA button.

There are two ways to change a primary sales user for an opportunity:

1. In the Sales User field, change the name to the name of the new primary sales user.
   
   
2. In the Sales Team section, uncheck the primary checkbox next to the current primary sales user, then check the primary checkbox next to the new primary sales user.

   Note: Checking the primary checkbox updates the Sales User field in the Opportunity Header section with the primary sales user.

The only access levels that can edit the Sales User field in an opportunity are Sales Manager, Sales Admin, and Financial Controllers. A power user usually has Sales Admin access. Verify that this is true in your Sales Profile from EDM.

 

 

 

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2001 All rights reserved.
Created: amq 11/15/2001
Revised: amq 06/13/2002