Crie um caso para perguntas, feedback e outras questões relacionadas a contas financeiras. Isso lhe permitirá acompanhar o caso na página de conta financeira ou de perfil do cliente.
Edições obrigatórias
Disponível em: Lightning Experience
Disponível em: Professional, Enterprise e Unlimited Editions
No perfil de um cliente, clique em Contas financeiras.
No menu suspenso ao lado do nome de uma conta financeira, selecione Novo caso.
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