Page Comparison

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1. Disabled - Does not allow conversion.

2. Select Only - (Currently Inactive - August 2023) Limits the conversion of a Potential to an Opportunity to Select Only

3. Convert or Select - Default setting, offers a choice to either convert a Potential to an Opportunity or to Select the Potential only.

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• To surface additional Fields, the Fields must first be created on the sObject.

  • Creating fields requires System Administrator permissions.

• Easily access sObject fields using the link below "View Object Fields".

• NOTE: Fields will not be displayed unless the User has Field Level permissions properly set using Profiles or Permission Sets.

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Initiatives

1. View Object Fields

   1. Clicking on the button opens Field and Relationships setup page for this sObject

   2. Clicking on the down Arrow displays the list of available sObjects

      

2. Add Field - Adds a row to the list

   

3. Field Type - Select the Field Type: Picklist, MultiPicklist, Lookup, Date, Datetime, Checkbox, Text, Long Text, Rich Text, Url

4. Field - List of Fields available based on Field Type

5. Map to Object - The sObject to which the Field will be mapped

6. Map to Field - The field on the sObject to which the Field will be mapped

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Account GPT utilizes generative AI and large language models (LLMs) to auto-complete sections of Account Plans, such as market research, by populating data within seconds from publicly available sites such as company websites, quarterly earnings reports, and more.

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Configuration:

• People.ai Connection must be configured and enabled.

• Account GPT toggle must be enabled

  • go to CP Admin tab > Environment > Scorecard tab and activate Account GPT

• go to Templates and Open the Template in which you want to activate Account GPT.

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