Selgere kan raskt fange opp detaljer på høyt nivå for aktivumvurderinger for å effektivisere innkjøpsprosessen og forbedre tilbudspresisjonen. Opprett vurderingsposter for å lagre vurderingsdetaljer for aktiva, som kjøretøy eller utstyr. Du kan opprette en vurderingspost fra et relatert Salgsemne, Salgsmulighet, Konto eller Sak.
| Tilgjengelig i Lightning Experience |
| Tilgjengelig i Enterprise, Unlimited og Developer Edition |
| Nødvendige brukertillatelser | |
|---|---|
| For å opprette vurderingsposter: | Behandle vurderinger og vurderinger |
Hvis du vil opprette en vurdering for en bestemt kunde eller avtale, navigerer du til en salgsemne-, salgsmulighet-, konto- eller sakspost, og deretter klikker du på fanen Relatert.
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