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Disabled - Does not allow conversion.
Select Only - (Currently Inactive - August 2023) Limits the conversion of a Potential to an Opportunity to Select Only Allows the User to link the potential to an opportunity
This process will not convert the potential to an opportunity.
Convert or Select - Default setting, offers a choice to either convert a Potential to an Opportunity (Convert to Opportunity) or to Select the Potential only.link the potential to an Opportunity (Link with Opportunity)
Disable creation of Business Units for new Account Plans
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View Object Fields
Clicking on the button opens Field and Relationships setup page for this sObject
Clicking on the down Arrow displays the list of available sObjects
Add Field - Adds a row to the list
Field Type - Select the Field Type: Picklist, MultiPicklist, Lookup, Date, Datetime, Checkbox, Text, Long Text, Rich Text, Url
Field - List of Fields available based on Field Type
Map to Object - The sObject to which the Field will be mapped
Map to Field - The field on the sObject to which the Field will be mapped
Maintenance tab
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Assign Primary Account Plan - Allow Users to assign Primary Account Plans to All Accounts according to the defined priorities.
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Account GPT is available only for customers with People.ai Foundation. |
Configuration:
People.ai Connection must be configured and enabled.
Review the required connection here: People.ai Settings (New settings in version 1.261+)
Account GPT toggle must be enabled
go Go to CP Admin tab > Environment > Scorecard tab and activate Account GPT
After you have confirmed the correct Configuration
Go to Templates and Open the Template in which you want to activate Account GPT.
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Select the version and open the Scorecard Tab
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Account GPT functionality is available for Free Text and Rich Text question types only. |
Account GPT functionality can be added to Templates in any status: Draft, Active and Archived.
Clock Click on the AI icon
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In the Modal, the Account GPT tab will be selected
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Account GPT tab - provides Provides access to Account GPT functionality for the selected Question
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Note: The name of the Account is displayed next to AI-Generated Answer
Click Save to activate Account GPT functionality for the Question.
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