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03-25-2025 06:49 AM
Hi @amitnagar ,
You need to have "sales_agent" role, to have the fields enabled to create the Oppurtunity.
Opportunity Management roles
The roles in the following table apply to Opportunity Management. To learn more about these roles, see Opportunity Management.
| Role | Description |
|---|---|
| Sales Agent [sn_sales_common.sales_agent] | Identifies, nurtures, and converts opportunities into successful sales. Creates, reads, and updates opportunities. |
| Sales Manager [sn_sales_common.sales_manager] | Reviews open opportunities and assigns them to sales agents. Creates, reads, and updates opportunities. |
| Sales Operations Specialist [sn_sales_common.sales_ops_specialist] | Enhances efficiency and accuracy in sales operations. Configures sales processes in an organization. |
| sn_opty_mgmt_core.opportunity_setup_viewer | Granular role that has access to sale cycle and stages. |
| sn_opty_mgmt_core.opportunity_setup_writer | Granular role that has access to sales cycle and stages. |
| sn_opty_mgmt_core.opportunity_viewer | Read access to all opportunity tables such as header and line items. |
| sn_opty_mgmt_core.opportunity_writer | Read access to all opportunity tables such as header and line items. |
