For å aktivere Kontoplaner til å finne fremdriften for hver plan og vise planens fullføringsprosent, tilordner du fullføringsstatusene til Kontoplan-, Kontoplanmål- og Handlingsplan-postene. Konfigurer også standardstatusverdien for Handlingsplan-poster.
Nødvendige utgaver
Tilgjengelig i Lightning Experience
Tilgjengelig i Enterprise og Unlimited Edition med Life Sciences Cloud, Life Sciences Cloud for Customer Engagement-tilleggslisensen og den administrerte pakken Life Sciences Customer Engagement.
Nødvendige brukertillatelser
For å tilordne kontoplanstatuser:
Tillatelsessettet Life Sciences Commercial Admin
Finn og velg Administratorkonsoll fra Appstarter.
Velg Nøkkeladministrasjon.
Velg KAM-innstillinger i venstre navigeringsrute.
Velg Fullført for Fullføringsstatus for handlingsplan.
Velg Fullført for Fullføringsstatus for kontoplanmål.
I Fullføringsstatus for kontoplan velger du verdien som angir at planen er fullført.
I Standardstatus for handlingsplan velger du startverdien som skal tildeles en handlingsplan når den opprettes.
Lagre endringene.
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