Skapa en säljprojekt för Wallet Share i Financial Services Cloud
För att följa ett Wallet Share-säljprojekt, skapa en säljprojektpost för ett finanskonto.
Versioner som krävs
Tillgängliga i: Lightning Experience
Tillgängliga i: Professional, Enterprise och Unlimited Edition
På fliken Financials (Retail Banking) eller Financial Accounts (Wealth Management) på klientprofilen, välj åtgärdsikonen bredvid namnet på finanskontot.
Välj New Opportunity (Wallet Share).
Ange namn och fas, justera avslutsdatum om det behövs, och lägg till andra relevanta detaljer.
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