Konfigurere underagent for opprettelse av salgsposter til å generere salgskontakter eller personkontoer
Underagenten Salgspostoppretting inkluderer som standard handlingen Opprett salgsemner. Du kan endre emnet for å generere kontakter eller personkontoer i stedet.
Åpne agenten som du vil bruke til oppretting av kontakt- eller personkontoer, i Agentforce
Hvis agenten er aktiv, deaktiverer du den.
Velg Oppretting av salgspost på Underagenter-fanen.
Klikk på Ny versjon i Underagent-konfigurasjon.
Klikk på Ny og velg handlingen Opprett salgskontakt eller handlingen Opprett salgspersonkonto.
Fjern handlingen Opprett salgsemne.
Lagre endringene. Disse endringene gjelder bare for denne agenten.
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