Most modules in Microbizz has a setting for policies, which is the case for the sales module as well.

For a general understanding of policies visit this section.

Sales specific policies


Policies in the sales module effects the list of quotations the given team is allowed to see. The three different options have the following effect:

Free:

  • For team leaders: View all quotations in the system
  • For team members: View all quotations in the system

Team:

  • For team leaders: View all quotations from the same team
  • For team members: View all quotations from the same team

Restrictive:

  • For team leaders: View all quotations from the same team
  • For team members: View only quotations which has the specific team member assigned to it

App policies

The sales module is currently not available for the app version of Microbizz.