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Sælgere skal være fleksible for at kunne tage højde for nye besøgsanmodninger, enten pga. ændringer i forretningsscenarien eller for at tage højde for en prioriteret kunde eller vigtige aktiviteter. For at kunne opfylde disse anmodninger skal sælgerne opsætte on-demand-besøg.
| Tilgængelig i: Lightning Experience i Professional, Enterprise og Unlimited Edition, der har Consumer Goods Cloud aktiveret. |
Situationer, hvor en sælger skal oprette et on-demand-besøg er:
Du kan oprette nye besøg enten ved brug af bruger-cockpit'et eller fra kalenderen. Du kan også tilføje nye besøg i den aktuelle besøgsplan ved brug af kortbaseret planlægning.
Roller og ansvarsområde for en bruger for at oprette et on-demand-besøg er:
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