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Re: Prevent new customers from being selected as non-Prospect

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Thanks Ankush it works.

 

However I seem to have found a 'loophole' with this. If you use Outlook add-in or Mobile app, it doesn't respect the page layout change to the business role and I am able to create a Prospect or Customer via those two methods, with the business role I wanted to lock down

 

I've opened a Help Center ticket to address this.


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