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Workspace Smart Actions - New Actions and Customization ability — Cloud Customer Connect
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Workspace Smart Actions - New Actions and Customization ability

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edited Sep 29, 2020 12:54AM in Sales 1 comment

Summary

Additional Smart Actions and ability to customize Smart Actions

Content

Hi, Some common tasks listed below performed by our users on OOTB objects in workspace are not included in the smart actions provided by oracle. Could they be added ?

1. Smart Action to Create a contact from an Account

2. Smart Action to Create a Lead from Account and Contact

We would also like the ability to create smart actions for Workspace objects. The ability to add a "create" smart actions for custom Objects from the Account/Contact/Leads and Opportunity Objects would enhance the user experience and minimize the number of clicks needed to create an record in the custom objects.

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