Ti trovi qui:
Attivare l'impostazione Instrada referral utilizzando le regole di assegnazione per valutare le regole di assegnazione attive e instradare automaticamente i referral inviati allo specialista appropriato. Se questa impostazione non è attivata, i referral vengono assegnati al titolare del record per impostazione predefinita.
| Disponibile nelle versioni: Lightning Experience |
| Disponibile in: Enterprise Edition e Unlimited Edition |
| Autorizzazioni utente richieste | |
|---|---|
| Attivazione di Instrada referral utilizzando le regole di assegnazione: | Amministratore Gestione referral |
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