Restricting Calls by Account

Users can be prevented from recording calls for specific accounts. This helps ensure users do not schedule or record calls for specific HCPs they are restricted from meeting with, either by organization policy or by local regulations.

Who can use this feature?

  • Browser, iPad, iPhone, Windows Users
  • Users do not require an additional license
  • End Users

Configuring Restricting Calls by Account for

Using Restricting Calls by Account as