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Create Action Customer Review

Create Action Customer Review

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

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.png
createActionCustomerReviewActionItem.png.png

More Options

Option

Required

Example

Assigned To

Yes

  • Stepan Vacek

  • stepan.vacek@pricefx.com

Due Date

No

  • 30th Jan 2025

  • 30/1/2025

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Pricefx version 14.0