Bruk handlingsplaner til å fange opp gjentagende oppgaver i maler, og automatiser deretter oppgavesekvensene. Med handlingsplaner kan du også forbedre samarbeidet og produktiviteten ved å automatisk tildele oppgaveeiere og tidsfrister for spesifikke finansielle avtaleengasjementer.
Nødvendige utgaver
Tilgjengelig i Lightning Experience
Tilgjengelig i Professional, Enterprise og Unlimited Edition der Financial Services Cloud er aktivert
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