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How do I Customize Collaboration in the Pricing App?
Updated on July 29, 2022 07:43AM by Admin
Customizing collaboration in the Pricing app allows you to create various customization like “Show or Hide” and "collaboration security". This will secure the common activities tabs in each object based on access privilege.
Steps to Customize Collaboration:
- Log in and access the Pricing App from your universal navigation menu bar.
- Click on the More(...) icon and select Settings.
- On the Settings page, go to the General → Collaboration from the left navigation panel.
- By default, all the associated attributes will be Toggle On.
- Now, disable the Follow Ups toggle to hide the Follow Ups tab on the pricing overview page.
- Now, you can’t view the Follow Ups tab on the pricing overview page.
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