Agente de implicaciĆ³n de donantes en organizaciones sin fines de lucro
Capture y conserve notas de relaciones de donantes para oficiales de entrega principales. Convierta notas sin procesar en resĆŗmenes de interacciones estructuradas y tareas de seguimiento de modo que nunca pierda inteligencia crĆtica de donantes.
Ediciones necesarias
Disponible en: Lightning Experience
Disponible con: Ediciones Enterprise, Unlimited y Developer con una licencia complementaria Agentforce o Einstein para Ventas, Servicio, Plataforma o Industria, donde CaptaciĆ³n de fondos estĆ” activada. Requiere que cada usuario tenga el complemento Agentforce o Einstein para acceder a las acciones.
Crear un agente de implicaciĆ³n de donantes Cree un agente Agentforce para ayudar los agentes de regalos a registrar y planificar sus implicaciones con donantes principales.
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