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Setting the Call Report Privacy Flag (End User)
Certain call reports may contain sensitive or confidential information about a given company or opportunity. Users can designate certain calls as private by clicking the Private check box in the call report form or list. After a call report is marked as private, only those employees on the employees list can access it.
To set a privacy flag
- Navigate to the Call Reports screen > Call Report List view.
- In the Call Reports list, select the desired call report, and click the Private field.
The call report is now categorized as private. Only the employees on the employees list can access it.