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Setting the Call Report Privacy Flag

Certain call reports may contain highly 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 form or list of the call report. After a call report is marked private, only those on the distribution list have access to it. For more information on the distribution list, see Creating Call Report Distribution Lists.

To set a privacy flag

1. Navigate to the Call Reports screen > Call Report List view.
2. In the Call Reports list, select the desired call report click the Private field.

   The call report is now categorized as private. Only the employees on the distribution list can access it.