Aktivera hänvisarbetyget i Financial Services Cloud
Ett hänvisarbetyg, från 0 till 100, representerar konverteringsresultatet för en enskild hänvisare. Du kan använda betyget för att identifiera och belöna topphänvisare.
Versioner som krävs
Tillgängliga i: Lightning Experience
Tillgängliga i: Professional, Enterprise och Unlimited Edition
I Inställningar, skriv Egna inställningar i rutan Snabbsökning och välj sedan Egna inställningar.
Välj Hantera bredvid Konfiguration av förmögenhetsprogram.
Klicka på Ny.
Välj Aktivera hänvisarbetyg.
Spara dina ändringar.
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