您在此处:
创建经销商访问任务
为区域经理和评估管理人员创建需要在经销商访问期间执行的任务。例如,该人员可以查看经销商展厅正在进行的促销活动,与经销商代表讨论每月目标或奖励措施,并追加销售备件或配件。评估管理人员在执行这些任务时收集的信息和指标可提供有用的经销商业绩详细数据分析。销售经理可以定义自己的任务,并将自己的评估指标与用于捕获关键业务和业绩指标的任务进行关联。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
为区域经理和评估管理人员创建需要在经销商访问期间执行的任务。例如,该人员可以查看经销商展厅正在进行的促销活动,与经销商代表讨论每月目标或奖励措施,并追加销售备件或配件。评估管理人员在执行这些任务时收集的信息和指标可提供有用的经销商业绩详细数据分析。销售经理可以定义自己的任务,并将自己的评估指标与用于捕获关键业务和业绩指标的任务进行关联。
| 适用于:Enterprise、Unlimited 和 Developer Edition |
| 所需用户权限 | |
|---|---|
| 要创建通用访问任务: |
|
销售经理创建通用访问任务时,他们必须始终将其选择为定义。当评估管理人员在他们的移动应用程序上启动任务时,会自动创建该任务的运行时等价物。

We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.