Du kan tage notater på to niveauer: Det generelle besøgsniveau eller butiksniveauet.
EditionsHeading
Tilgængelig i Lightning Experience i Professional, Unlimited , og Enterprise Edition, der har Consumer Goods Cloud aktiveret.
Du kan se alle tilknyttede notater på fanen Notater for et besøg. Du kan også tage notater for hver opgave og nemt identificere opgavenotaterne efter det opgavenavn, der er tilknyttet.
For hvert notat kan du få vist det tidspunkt, du tog notaterne.
Klik på More (Flere) øverst på siden New Notes (Nye notater) for at tage friske notater.
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