Para ajudar os gerentes de vendas a trabalhar em torno da lista limitada de tipos de tarefa que eles podem atribuir, você pode usar sua lógica e criar fluxos para essas atividades. Os gerentes de vendas podem adicionar os novos fluxos de atividades, como demonstrações de produtos, aos modelos de plano de ação, além de visitas.
Edições obrigatórias
Disponível no Lightning Experience nas Edições Professional, Unlimited e Enterprise com a Consumer Goods Cloud habilitada.
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