Aktiver Bane for Financial Deal-objektet for å forbedre suksess for avtaleteam. Du kan definere trinn som er viktige for utføring av en økonomisk avtale, og inkludere tilpasset veiledning for hvert trinn i en bane.
Nødvendige utgaver
Tilgjengelig i Lightning Experience
Tilgjengelig i Professional, Enterprise og Unlimited Edition der Financial Services Cloud er aktivert
Nødvendige brukertillatelser
For å aktivere banestillinger for økonomiske avtaler:
Financial Services Cloud-utvidelse ELLER FSC-salg
OG
Endre alle data ELLER Tilpasse program
Du kan opprette én bane for hver tilgjengelige kombinasjon av objekt, valgliste og posttype for en økonomisk avtale. Støttede valglisteverdier er: Konfidenstype, Konfliktstatus, Fase og Status.
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