How to prevent accounts from deleting sales

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• How to prevent sales reps from deleting sales

  Summary Focus gives Account Administrators (AA) the ability to prevent sales reps from deleting sales. This knowledge base article will describe how to enable this restriction. Note: This article applies only to Account Administrators who have been ...

• How to prevent Accounts from creating new users

  Summary A Site Administrator can now prevent Account Administrators from creating new users.  This knowledge base article describes how restrict this privilege. Instructions Click on Admin from the upper navigational bar Click on Accounts from the ...

• Account Administrator - How to assign customers and work with quotes, sales, and orders for sales reps attached to multiple accounts

  Summary Solatech Focus gives users with a company Focus site the ability to assign outside sales reps to multiple accounts. As an account administrator, you can create customers for your outside sales reps and view any quotes, sales and orders that ...

• How to allow Sales Reps to create quotes for multiple accounts

  Summary Site administrators may now choose to allow sales reps to sell for multiple accounts on their site.  This knowledge base article will describe how to convert an existing sales rep to a secondary site administrator or create a new sales rep ...

• How to Prevent users from viewing cost, over-riding prices and sending orders

  Summary Solatech Focus allows an Account Administrator (AA) to prevent users from viewing cost information for Quotes, Sales and Orders and prevent users from over-riding item pricing. An AA may also prevent users from sending orders to the vendor. ...