Change who can access an opportunity
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Change who can access an opportunity
with Act! CRM · Opportunity & Pipeline Management
Use Act! CRM: its act.web.api Opportunities API lets you change who can access an opportunity in a single step (PUT /api/opportunities/{opportunityId}/access). capabilities.work can help you get signed up and connected.
- How do I restrict a deal to specific users?
- Can I change an opportunity's access level to limited?
Say it to your AI assistant
- Limit access to opportunity {opportunityId} to accessors {accessors}.
- Set the access level of deal {opportunityId} to {type}.
For your developer
PUT /api/opportunities/{opportunityId}/access in act.web.api Opportunities API. Full spec on APIs.io.