Permissions Group - CRM - Won and Lost Opportunities

In the CRM, the option “Won and Lost Opportunities”, located within Permission Group, defines which users will have access to the features of Edit, Change or Reopen opportunities marked as Won or Lost.

By granting this permission, selected users will be able to view and perform actions related to these opportunities in the CRM, according to the configured access level.

ℹ️ Important: If permissions are not assigned, only administrators will have access to the features, because administrator users have full CRM visibility.

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🛠️ How to manage permissions in SprintHub

Follow these steps:

1️⃣ Access System Settings ⚙ 2️⃣ Click on Permission Group 3️⃣ Choose one of the options:

• ➕ New Group – to create a permissions group from scratch

• ✏️ Edit – to modify an existing group

4️⃣ Check the ☑️ box to enable the Won and Lost Opportunities feature 5️⃣ Finish by clicking on 💾 Save Changes

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How does it work?

When this option is enabled, the system allows the user to access the actions of:

• Edit opportunities marked as Won or Lost;

• Change the opportunity owner;

• Reopen opportunities closed as Won or Lost.

In addition, the user will be able to perform these actions even on opportunities owned by other users, depending on the CRM permissions.

When the option is disabled, the user will not have access to the features of Edit, Change or Reopen closed opportunities, being restricted only to the system's default permissions.

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Use cases

✔ Option enabled – Manage Won and Lost opportunities

The user will be able to:

• Edit opportunities marked as Won or Lost;

• Change the opportunity owner;

• Reopen closed opportunities to continue the sales process;

• Have greater autonomy in managing the sales funnel.

This setting is recommended for users who track or manage sales processes.

❌ Option disabled

The user:

• Will not be able to edit Won or Lost opportunities;

• Will not be able to change the owner of these opportunities;

• Will not have permission to reopen closed opportunities.

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When should you use this option?

This permission is usually used for profiles that need to manage opportunities that have already been closed, such as:

• Sales managers;

• System administrators;

• Team leaders;

• Sales supervisors;

• Users responsible for managing the sales pipeline.

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Practical example

A sales manager needs to review an opportunity marked as Lost, change the account owner, and reopen the deal for a new conversion attempt.

With the option “Won and Lost Opportunities” enabled, he will be able to access the opportunity and perform actions such as Edit, Change owner or Reopen the record normally.