How do I Customize Collaboration in the Territory Management App?

Updated on August 8, 2020 03:50AM by Admin

  • Go to the “Territory Management App” from the universal navigation toolbar.
  • Click on “More(...)” and select “Settings” from the App Header.
App Header

  • Once the “Settings” button is selected, click on “General” and select “Collaboration” from the left navigation panel.

  • By Default, all the associated activities will be “Toggle ON”. Now, hide the “Calendar” by sliding the “Toggle OFF”. Collaboration is updated.
Disabled Toggle

  • The calendar tab will not be visible on the overview page of the territories.
Calendar Removed

Note: The user in your account also cannot view the hidden tabs in their account or log in. In order to enable this to your users. Provide them the privilege. Click here to provide privileges.

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