Make the Save & Follow Up Button on Phone Calls Available to Non-Sales Center Roles

Save & Follow Up button when creating or editing phone call record is available to role with Sales Center type.

Follow the steps listed below to make the Save & Follow Up button available to non-Sales Center Type roles:

1. Navigate to Setup > Users/Roles > Manage Roles.

2. Edit the role.

3. Check Sales Role.

Note: As per Field Level Help: If you set restrictions in the Employee Restrictions field, check this box if employees using this role should be restricted based on the Sales Rep field on records and transactions.

4. Click Save.