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Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Custom Phone Call & Event Forms -- How to remove the + (add new)
I have created customized forms for Phone Calls and Events.
We needed more information from our reps, so I added a custom field and tied a drop-down multi-select list for them to chose from.
Unfortunately, there are + signs out to the right of this area where reps can Add New to my lists. I do NOT want them to have this option as we want them to tag only our product lines they are discussing.
I tried altering the List permissions in the Sales Rep Role assigned, but the only way it disappeared was to have those lists (Phone Call / Events) set to Create. Unfortunately that doesn't allow them the freedom to Edit or Delete calls or meetings (should there be a change in plans).
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