バンカー、エージェント、アドバイザーに、顧客の優先度とオポチュニティを示すコンテキストに沿ったアラートを提供することで、従業員の効率を高め、認知的負担を最小限に抑えます。ガイド付き設定環境を使用して、これらのアラートを簡単に設定および有効化できます。組織に合わせてレコード アラートを調整し、事前設定されたコンテキストに沿ったアラートを探索し、有効化するアラートの Data Cloud アクションを作成します。
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