Creazione di un'opportunità per una quota di mercato
Per tenere traccia di un'opportunità per una quota di mercato, creare un record opportunità per un account finanziario.
Versioni (Edition) richieste
Disponibile in: Lightning Experience
Disponibile in: Professional Edition, Enterprise Edition e Unlimited Edition
Nella scheda Dati finanziari (Retail Banking) o Account finanziari (Gestione patrimoniale) del profilo del cliente, selezionare l'icona delle azioni accanto al nome dell'account finanziario.
Selezionare Nuova opportunità (quota di portafoglio).
Immettere il nome e la fase, modificare la data di chiusura se necessario e aggiungere altri dettagli pertinenti.
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