Crear planes de acción para objetos de acuerdos financieros
Utilice planes de acción para capturar tareas repetibles en plantillas y luego automatizar las secuencias de tareas. Con los planes de acción, también puede mejorar la colaboración y la productividad asignando automáticamente propietarios de tareas y plazos para participaciones de acuerdos financieros específicos.
Ediciones necesarias
Disponible en: Lightning Experience
Disponible en: Ediciones Profesional, Enterprise e Unlimited donde Financial Services Cloud está activado
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