Portofolii clienti - Actualizare portofolii conform CAEN: Difference between revisions

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===Lista===
===Lista===
[[file:Portofolii clienti - Actualizare portofolii conform CAEN.png|850px]]
[[file:Portofolii clienti - Actualizare portofolii conform CAEN.png|600px]]


===Campuri===
===Campuri===
;Data
;Data

Revision as of 16:40, 15 May 2023


Prin intermediul acestei liste se actualizeaza portofolii de pe clientii potentiali/parteneri.

Daca lead-ul/partenerul are un cod CAEN asociat atunci se verifica ce portofolii sunt active pentru acel lead/partener la data aleasa si sunt anulate portofoliile ale caror tip difera de cel al portofoliului setat pe codul CAEN.

Daca portofoliul setat pe CAEN este acelasi ca pe lead/partener atunci nu se anuleaza/insereaza nimic.

Lista

Campuri

Data
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