Visualizzazione e conversione di lead in un account
Negli account vengono visualizzati i lead che corrispondono a un account aziendale, con le corrispondenze migliori indicate per prime. È possibile convertire i lead senza lasciare l'account.
Versioni (Edition) richieste
Disponibile nelle versioni: Essentials Edition, Professional Edition, Enterprise Edition, Performance Edition e Unlimited Edition
Autorizzazioni utente richieste
Per visualizzare i lead:
Visualizza per i lead
Per modificare o convertire i lead:
Modifica per i lead
Una regola di corrispondenza standard per i lead negli account compila il componente Lead corrispondenti.
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