Crear tareas y planes desde el registro AsignaciĆ³n de objetivos
Puede configurar planes de acciĆ³n y tareas de evaluaciĆ³n directamente desde el registro AsignaciĆ³n de objetivos. La plantilla de plan de acciĆ³n y las tareas de evaluaciĆ³n asociadas aparecen automĆ”ticamente en la pĆ”gina de registro Plan comercial de territorio.
Ediciones necesarias
Disponible en: Lightning Experience
Disponible en: Ediciones Enterprise y Unlimited con licencia Life Sciences Cloud, Life Sciences Cloud para Customer Engagement Add-on y el paquete gestionado Life Sciences Customer Engagement.
Permisos de usuario necesarios
Para crear tareas y planes desde el registro de asignaciĆ³n de objetivos:
Conjunto de permisos GestiĆ³n de cuentas clave de Ciencias de la vida
Desde el Iniciador de aplicaciĆ³n, busque y seleccione Asignaciones de objetivos y seleccione un registro.
En la ficha Tareas de evaluaciĆ³n, para crear una tarea de evaluaciĆ³n ad hoc, haga clic en Nuevo.
Haga clic en junto a una tarea de evaluaciĆ³n para duplicarla.
Para crear un plan de acciĆ³n, haga clic en Nuevo plan de acciĆ³n.
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