Ti trovi qui:
Abilitazione di più gruppi relazione (pacchetto gestito)
Consentire ai consulenti di aggiungere una persona a più di un gruppo relazione.
Ti trovi qui:
Consentire ai consulenti di aggiungere una persona a più di un gruppo relazione.
Si tratta di una funzione del pacchetto gestito Financial Services Cloud.
| Disponibile nelle versioni: Lightning Experience |
| Disponibile nelle versioni: Professional Edition, Enterprise Edition e Unlimited Edition |

We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising cookies track activity across websites in order to understand a viewerās interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.