Aktivera den relaterade listan för affärshänvisningar (hanterat paket)
Hjälp relationshanterare och låneassistenter att bättre hantera sina remisser genom att ge dem möjligheten att identifiera relaterade remisser.
Versioner som krävs
Tillgängliga i: Lightning Experience
Tillgängliga i: Professional, Enterprise och Unlimited Editions där Financial Services Cloud är aktiverat
Detta är en funktion i det hanterade paketet Financial Services Cloud.
I Inställningar, öppna Objekthanterare och klicka på Konto.
Öppna Sidlayouter och klicka på Kontolayout (Företagsremiss).
I sektionslistan, klicka på Relaterade listor.
Dra Relaterade leads till sektionen Relaterade listor.
Spara dina ändringar.
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