Component: Customer Insights, Sales Insights
Dashboard: Globally Accessible
Portlet: Globally Accessible
Type: Customer, Product
Use Case Type: Performing Actions
Role: Pricing Analyst, Product Manager, Pricing Manager, Sales Manager
Create an Action.
"Set up a meeting with Delta Tulip (CID-0055) customer ASAP."
Assign it to '[First Name Last Name or Login Name or Email]'.
Due Date is '[Date]'.
More Options
Option | Required | Example |
|---|---|---|
Assigned To | Yes |
|
Due Date | No |
|
