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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 Email]'.
Due Date is '[Date]'.

createActionCustomerReview.png
createActionCustomerReviewActionItem.png.png

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Create Action

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Pricefx version 14.0