Personalice la experiencia de ventas y socios personalizando elementos visuales y acciones de Gestión de transacciones. Utilice estos pasos para refinar la interfaz y simplificar los flujos de trabajo.
Ediciones necesarias
Disponible en: Lightning Experience
Disponible en: Ediciones Enterprise, Unlimited y Developer de Revenue Management(anteriormente Revenue Cloud) donde Gestión de transacciones está activada
Gestionar la visibilidad de productos con filtros Utilice filtros predefinidos y avanzados para controlar qué presupuesto o partidas de pedido aparecen en el editor de partidas. El filtrado ayuda a los representantes de ventas a gestionar presupuestos complejos centrándose en grupos de productos o estados de partidas específicos.
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