Hjelp relasjonsledere og låneassistent med å behandle henvisningene bedre ved å gi dem mulighet til å identifisere relaterte henvisninger.
Nødvendige utgaver
Tilgjengelig i Lightning Experience
Tilgjengelig i Professional, Enterprise og Unlimited Edition der Financial Services Cloud er aktivert
Dette er en funksjon i den administrerte pakken Financial Services Cloud.
Åpne Objektbehandling i Oppsett og klikk på Konto.
Åpne sideoppsett og klikk på Konto (forretningsreferanse) oppsett.
Klikk på Relatert lister i delelisten.
Dra delen Relaterte salgsemner til Relaterte lister.
Lagre endringene.
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