{"id":214,"date":"2010-04-01T07:19:00","date_gmt":"2010-04-01T07:19:00","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=214"},"modified":"2010-04-01T07:19:00","modified_gmt":"2010-04-01T07:19:00","slug":"displaying-relationship-in-opportunity","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/04\/01\/displaying-relationship-in-opportunity\/","title":{"rendered":"Displaying Relationship in Opportunity"},"content":{"rendered":"
\n
<\/div>\n
Are you searching for a relationship at opportunity level here is the solution for you.<\/div>\n
<\/div>\n
Under a company there are number of Persons and a CRM user cannot see the other person\u2019s opportunity. Ideally each user has to see a person\u2019s opportunities and corresponding opportunities of the persons who is under him. To achieve this you have to maintain the relationship under person entity in such a hierarchy i.e. the person at the top most position who can see all the opportunities assigned to him and the opportunities of the person who are under him or working under him. For e.g. there are 3 employee named as Ani, Mani, Sunny and Ani is MD of the company, Mani is manager, Sunny is an employee. Secondly you will have a new tab in SageCRM known as Relationship Opportunity which will display the opportunity in a hierarchy. Here is goes <\/div>\n
Now the relationship structure would be as follows:<\/div>\n
<\/div>\n
For Ani<\/div>\n<\/div>\n

\"\"<\/a><\/p>\n

For Mani<\/div>\n

\"\"<\/a><\/p>\n

For Sunny<\/div>\n

\"\"<\/a>To summarize the above images, Ani should see his opportunities and also opportunities of Mani and Sunny. Mani should his opportunities and Sunny\u2019s opportunities but not Ani\u2019s. Similarly Sunny can see only his opportunities not that of Mani and Ani\u2019s. <\/p>\n

<\/div>\n
\n
Sunny has opportunities \u201cABC\u201d, \u201cDEF\u201d, and \u201cXYZ\u201d as his opportunities. Mani has opportunity \u201cMNO\u201d under him. Ani has opportunity \u201cHIJ\u201d under her.<\/div>\n
When they view Sunny, and anyone who happens to be under him, they would like to see his opportunities and anyone\u2019s opportunities that are under him. The same applies to Mani and Ani.<\/div>\n
So, if they view a \u201crelationship opportunity\u201d screen under sunny, they would see:<\/div>\n
<\/div>\n
\n
Opportunity – Owner<\/b><\/div>\n
ABC – Sunny<\/div>\n
DEF <\/span> – Sunny<\/div>\n
XYZ – Sunny<\/div>\n<\/div>\n

\"\"<\/a><\/p>\n

<\/div>\n
If they view the relationship opportunity screen under Mani, they would see:<\/div>\n
Opportunity <\/b>– <\/b><\/span>Owner<\/b><\/div>\n
ABC <\/span> – Sunny<\/div>\n
DEF <\/span> – Sunny<\/div>\n
XYZ – Sunny<\/div>\n
MNO – Mani<\/div>\n
<\/div>\n
<\/div>\n

\"\"<\/a><\/p>\n

And if they viewed the opportunity relationship screen under Ani they would see:<\/div>\n
<\/div>\n
Opportunity – <\/b>Owner<\/b><\/div>\n
ABC <\/span> – Sunny<\/div>\n
DEF <\/span> – Sunny<\/div>\n
XYZ – Sunny<\/div>\n
MNO – Mani<\/div>\n
HIJ – Ani<\/div>\n
<\/div>\n

\"\"<\/a><\/p>\n

\n
<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

Are you searching for a relationship at opportunity level here is the solution for you. Under a company there are number of Persons and a CRM user cannot see the other person\u2019s opportunity. Ideally each user has to see a person\u2019s opportunities and corresponding opportunities of the persons who is under him. To achieve this\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[1708,1903],"class_list":["post-214","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-opportunity","tag-relationship"],"yoast_head":"\nDisplaying Relationship in Opportunity - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/04\/01\/displaying-relationship-in-opportunity\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Displaying Relationship in Opportunity - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Are you searching for a relationship at opportunity level here is the solution for you. 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