As an administrator, you can archive opportunities so that they can no longer be found by users. You can also change the visibility of the opportunity and reopen an opportunity that has been closed by mistake.
NOTE: Only users with administration rights can edit this area. If you do not have access to the administration area, please contact your internal contact person.
- Active opportunities can be viewed in the system by users with a full license, depending on the visibility setting of the process
- Archived opportunities are no longer visible to users
Admins can edit these under Data management / Opportunities. Individual opportunities can be edited using the cogwheel (right). If several opportunities are to be edited at the same time, they can be preselected and edited uniformly using the button above the opportunity list.
Important settings for opportunities
- Archive (for active opps)
- Make archived opps visible again
