I am having trouble setting up new users.
I've set up a profile for account reps. As far as I can tell I have checked all the modules that I want him to be able to edit. Regardless of that, He does not have privlages to convert a quote to a sales order...why could this be?
Also, he can only see 1 of 5 public email templates.
I was able to set up his signature for zoho mail, but when I try to add the signature to use for templates, It says it is saved, but then does not appear on the email templates. I have checked the box in the email templates to insert the users signature. when I send the same template my signature appears... Is there something in the profile set up that I might have missed? If not, why are these things not working?