Создание планов действий для объектов финансовых сделок
Используйте планы действий для сбора повторяемых задач в шаблонах, а потом автоматизируйте последовательности задач. С помощью планов действий можно также повысить сотрудничество и производительность, автоматически назначив ответственных за задачи и сроки для определенных взаимодействий по финансовым сделкам.
Требуемые версии
Доступно в версиях: Lightning Experience
Доступно в версиях: Версии Professional Edition, Enterprise Edition и Unlimited Edition с включенным Financial Services Cloud
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