I'm hoping this will be a quick answer. I've duplicated the 'Salesperson' security role and am attempting (as a user with that role) to walk through a typical sales process. I would assume (apparently incorrectly) that salespeople would have the rights to convert a quote to an order. I've tried six ways from sunday to make the user have enough permissions to do this, but I always get an 'Access Denied' error. I get the feeling that there is a small permission (seemingly unrelated) that I'm not aware of to which the designated user would need to be granted permission(s) to make this happen; does anyone have any insight?
thanks,
~Brian
p.s. FWIW, I've also noticed that I can't revise the quote. odd, no? I can however create orders, so that's not the problem. 
*This post is locked for comments
I have the same question (0)
