Creazione di piani di azione per gli oggetti trattativa finanziaria
Utilizzare i piani di azione per acquisire operazioni ripetibili nei modelli e quindi automatizzare le sequenze di operazioni. Con i piani di azione è anche possibile migliorare la collaborazione e la produttività assegnando automaticamente i titolari delle operazioni e le scadenze per impegni specifici nelle trattative finanziarie.
Versioni (Edition) richieste
Disponibile nelle versioni: Lightning Experience
Disponibile nelle versioni: Versioni Professional Edition, Enterprise Edition e Unlimited Edition in cui è abilitato Financial Services Cloud
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
