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Hi,
I would like to ask in Customer card,
1.What is use for Create Opportunity?
2. For Create Interaction, how does it work?
3. For Apply Template, when would we want to use this since all template is unique for Customer's contact card?
Thank you!
Look at the Links provided by the community member Santa , That's the main source of learning.
Josh,
On your other question I sent over the Manuals for Relationship Mgmt/Marketing. You should have a good handle on all the features with the manuals.
Thanks,
Steve
Hi,
You can refer to the below links to get understand how those ribbon bar actions are works;
1.What is use for Create Opportunity?
docs.microsoft.com/.../marketing-how-create-opportunities
2. For Create Interaction, how does it work?
docs.microsoft.com/.../marketing-how-create-interactions
3. For Apply Template, when would we want to use this since all template is unique for Customer's contact card?
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