Når du skal spore en Wallet Share-salgsmulighet, oppretter du en salgsmulighetspost for en økonomikonto.
Nødvendige utgaver
Tilgjengelig i Lightning Experience
Tilgjengelig i Professional, Enterprise og Unlimited Edition
På fanen Financials (Retail Banking) eller Financial Accounts (Wealth Management) i klientprofilen velger du handlingsikonet ved siden av navnet på økonomikontoen.
Velg New Opportunity (Wallet Share) (Ny salgsmulighet (Wallet Share)).
Skriv inn navn og fase, juster avslutningsdatoen hvis det er nødvendig, og legg til eventuelle andre relevante detaljer.
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