Agregar una asignaciĆ³n de plantilla a una definiciĆ³n de objetivo
Para utilizar una plantilla de plan de acciĆ³n para un objetivo especĆfico, debe crear un registro AsignaciĆ³n de plantilla de plan de acciĆ³n.
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 asociar asignaciones de plantillas de planes de acciĆ³n con una definiciĆ³n de objetivo:
Conjunto de permisos Administrador comercial de Ciencias de la vida
Nota Debe agregar la plantilla a una definiciĆ³n de objetivo para planes de cuenta y planes de territorio.
Desde el Iniciador de aplicaciĆ³n, busque y seleccione AsignaciĆ³n de plantilla de plan de acciĆ³n.
Haga clic en Nuevo.
Para Objeto asociado, seleccione el registro DefiniciĆ³n de objetivo que desea asociar con la plantilla de plan de acciĆ³n.
Seleccione una versiĆ³n de plantilla de plan de acciĆ³n.
Guarde sus cambios.
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