Active el uso compartido de visitas de modo que los representantes de campo puedan ver interacciones anteriores que otros representantes tuvieron con cuentas en sus territorios.
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
Acceda a la Consola de administrador para activar controladores de desencadenadores y gestionar trabajos de gestiĆ³n de colaboraciĆ³n de visitas:
Conjunto de permisos Administrador comercial de Ciencias de la vida
Desde el Iniciador de aplicaciĆ³n, busque y seleccione Life Sciences Commercial y, a continuaciĆ³n, haga clic en Admin Console | Trigger Handler Administration.
Active el controlador de desencadenadores VisitChangedEventShareHandler.
Este gestor permite compartir en tiempo real registros de visitas y visitas de proveedores basĆ”ndose en registros de colaboraciĆ³n de cuentas.
Desde el Iniciador de aplicaciĆ³n, busque y seleccione Comercial de ciencias de la vida y luego haga clic en Consola de administrador | Territorios | Trabajos de gestiĆ³n de colaboraciĆ³n de visitas.
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