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In this tutorial, the speaker discusses how CRM administrators can control the number of fields available to users. A key example involves a client who requested an opportunity scoring dialogue that assigns scores to sales opportunities, helping management focus resources effectively. However, exposing these scores to all users could influence their responses, leading to a potential bias. To prevent this, the speaker suggests disabling specific fields from general access. The process is straightforward: navigate to the appropriate solution in the organization’s CRM, or consult an administrator if needed. The tutorial emphasizes that managing field visibility is both practical and essential in certain scenarios.
