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報告下載顯示面板
使用「報告下載」顯示面板來檢視並下載「報價至訂單」流程每個階段的客戶特定報告。這些報告提供階段狀態的綜合檢視,並醒目提示任何遺失或部分有效的資料,讓使用者能夠快速修正重要的詳細資料,例如地址。
- 使用下拉式箭頭檢視選項 (1)。
- 使用「共用」選項存取「下載程序」頁面。您可以將內容張貼至群組 Chatter 摘要、匯出至 Quip,或以影像、Excel 和 CSV 等各種格式下載報告。

使用較常見的搜尋字詞。
選取較少篩選條件以擴大您的搜尋。

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