AccountCapability Enum
Possible Values
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buzz_task
next_step
Preparation for one meeting next step, on the row the person's own button starts.
meeting_brief
The brief before a customer meeting, written for everyone in the room who is briefed.
sequence
Stop, hold, resume or switch a sequence enrolling someone on the account. Acts on an enrollment, so it has no work row.
follow_up
The follow-up email after a call that has happened, drafted in the actor's mailbox from what the call's host recorded. Always a draft, even on an Auto account.
proposal
A proposal for an open deal, drafted on the workspace's last-used proposal template as the actor and filed on the deal. Always a draft a person reviews and sends.
Usages
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References
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- Field capability from AccountManagementWork
- Field capability from AccountFleetWork
- Field capability from AccountJournalWork
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AccountCampaignRecipientState
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AccountCommercials