Add the ability to have Management see desking proposals only | Feature Requests

Add the ability to have Management see desking proposals only

Bryan Boocock

Under Activity where you can see Desking Proposals. Salespeople have the ability to just take that proposal and not come see management for a deal sheet. I would like to see it as an option for Management only to see it.

Shelby Parker

Thanks for raising this, Bryan Boocock — totally hear you on wanting tighter control here so proposals don’t bypass the management step. To make sure we’re scoping the right permission/visibility option: which roles at your store should be able to see desking proposals vs. which should be blocked? Also, what’s the main issue you’re seeing today when sales can view them (e.g., presenting numbers without approval, pricing/compliance concerns, etc.)? And should sales be prevented from accessing desking proposals everywhere in DriveCentric, or are you mainly looking to restrict visibility just within the Activity view?