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
- 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
- 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
Allowed Products
- 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
