Restricting Calls and Products
Users can be restricted from recording calls and discussing products with specific accounts. Users can also be limited to detailing or sampling specific allowed products.
- Restricting Calls by Account - Users can be restricted from recording calls for specific accounts
- Restricting Calls by Account Record Type - Users can be restricted from recording calls against specific types of accounts
- Restricting Products by Account - Admins can restrict product detailing and sampling by account
- Displaying Product Restrictions on the Account Overview Page - Users can view which products are restricted for an account on the Account Overview
- Defining Allowed Products - Users can be limited to detailing and sampling from a specific list of allowed products
- Displaying Allowed Products on the Account Overview Page - Users can view which products are allowed for an account on the account overview page