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Set Up and Maintain Retail Execution
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            Set Up Flows for Retail Execution

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            3. Set Up and Maintain Retail Execution

            Set Up Flows for Retail Execution

            To help your sales managers work around the limited list of task types they can assign, you can use your logic and create flows for those activities. Sales managers can then add the new flows for activities such as product demos to their action plan templates, and eventually to visits.

            Required Editions

            Available in Lightning Experience in Professional, Unlimited, and Enterprise Editions that have Consumer Goods Cloud enabled.

            See Also

             
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