Hvis du vil hjælpe dine salgschefer med at arbejde omkring den begrænsede liste over opgavetyper, de kan tildele, kan du bruge din logik og oprette forløb for disse aktiviteter. Salgschefer kan derefter føje de nye forløb for aktiviteter, som f.eks. produktdemoer, til deres handlingsplanskabeloner og eventuelt til besøg.
EditionsHeading
Tilgængelig i Lightning Experience i Professional, Unlimited , og Enterprise Edition, der har Consumer Goods Cloud aktiveret.
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