Opret handlingsplaner for objekter for finansiel aftale
Brug handlingsplaner til at registrere gentagne opgaver i skabeloner, og automatiser derefter opgavesekvenserne. Med handlingsplaner kan du også forbedre samarbejde og produktivitet ved automatisk at tildele opgaveejere og tidsfrister for specifikke finansielle aftaleengagementer.
EditionsHeading
Tilgængelig i: Lightning Experience
Tilgængelig i: Professional, Enterprise og Unlimited Edition, hvor Financial Services Cloud er aktiveret
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