Opret en interaktion for at registrere et møde med en klient eller partner.
EditionsHeading
Tilgængelig i: Lightning Experience i versionerne Professional, Enterprise og Unlimited Edition, der har Financial Services Cloud aktiveret.
Brugertilladelser påkrævet
Hvis du vil oprette en interaktion:
Financial Services Cloud-udvidelse ELLER FSC-salg
Fra Appstarter skal du vælge Interaktioner.
Skift listevisningen til Alle interaktioner.
Klik på Ny.
Indtast et navn til interaktionen. Skriv f.eks. Møde med klienter.
Vælg kontoen for den klient eller partner, som du interagerede med.
Vælg interaktionsstart- og datotidspunkter, interaktionstype og placering af interaktion.
Gem dine ændringer.
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