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