Actieplannen maken voor objecten van financiƫle deals
Gebruik actieplannen om herhaalbare taken vast te leggen in sjablonen en automatiseer vervolgens de taakreeksen. Met actieplannen kunt u ook de samenwerking en productiviteit verbeteren door automatisch taakeigenaars en deadlines toe te wijzen voor specifieke financiƫle dealafspraken.
Vereiste editions
Beschikbaar in: Lightning Experience
Beschikbaar in: Professional, Enterprise en Unlimited Edition waarin Financial Services Cloud is ingeschakeld
Laat ons weten wat we kunnen doen om te verbeteren!
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