Breadcrumbs

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

:question_mark:

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

More Options

Option

Required

Example

Assigned To

Yes

  • Stepan Vacek

  • stepan.vacek@pricefx.com

    createActionUserListExample.png

When using the combination of First Name and Last Name to define a user, it is essential to ensure that both the First Name and Last Name values are unique. There must not be any duplicate users with the same First Name and Last Name. If duplicates do exist, please use the Email address to define the user instead. It is also important that all inputs are written exactly as they appear in the User Admin, particularly regarding special characters.

Due Date

No

  • 30th Jan 2025

  • 30/1/2025