Knowledgebase

'Quotation won edit' permission

Quotation won edit permission

Users with this permission will be able to amend some areas in the quote which has already been marked as won.

Amendable areas are:

  • Deal Termination
  • Funding
  • Spend
  • Extra Services
  • Team Members
  • Rate Groups

If you try to amend areas which are not amendable you will see this warning message:

If you try to add an additional tariff or handset you will be presented with this screen:

Any additional changes to the deal for the customer should be made within the sales order.

Should you require permission change please contact your Layer Administrator.


Author: Michaela Gormanova