Använd åtgärdsplaner för att samla in repeterbara uppgifter i mallar och sedan automatisera uppgiftssekvenserna. Med åtgärdsplaner kan du även förbättra samarbete och produktivitet genom att automatiskt tilldela uppgiftsägare och deadlines för specifika ekonomiska affärsengagemang.
Versioner som krävs
Tillgängliga i: Lightning Experience
Tillgängliga i: Professional, Enterprise och Unlimited Editions där Financial Services Cloud är aktiverat
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