Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Component: Sales Insights
Dashboard: Regional Revenue and Margin
Portlet: Regional Revenue And Margin
Type: Customer
Use Case Type: Performing Actions
Role: Pricing Analyst, Pricing Manager, Sales Manager

Panel
panelIconIdatlassian-question_mark
panelIcon:question_mark:
panelIconText:question_mark:
bgColor#E6FCFF

Create and Action to review the customer with highest opportunity from Europe.
Assign it to '[First Name Last Name or Login Name or Email]'.
Due Date is '[Date]'.

createActionCustomerReview.pngcreateActionCustomerReviewActionItem.pngImage RemovedcreateActionCustomerReviewActionItem.png.pngImage Added

More Options

Excerpt
nameCreateActionMoreOptions

Option

Required

Example

Assigned To

Yes

  • Stepan Vacek

  • stepan.vacek@pricefx.com

    createActionUserListExample.png

Due Date

No

  • 30th Jan 2025

  • 30/1/2025