Opprett en interaksjon for å fange opp et møte med en klient eller partner.
Nødvendige utgaver
Tilgjengelig i Lightning Experience i Professional, Enterprise og Unlimited Edition som har Financial Services Cloud aktivert.
Nødvendige brukertillatelser
For å opprette en interaksjon:
Financial Services Cloud-utvidelse ELLER FSC-salg
Velg Interaksjoner fra appstarteren.
Endre listevisningen til Alle interaksjoner.
Klikk på Ny.
Skriv inn et navn på interaksjonen. Oppgi for eksempel Møte med kunder.
Velg kontoen til klienten eller partneren du har samhandlet med.
Velg start- og datoene for interaksjonen, type interaksjon og plasseringen av interaksjonen.
Lagre endringene.
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