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使用分支管理功能跟踪经销商或合作伙伴客户的分行单位,并将用户作为成员分配给分行单位。使用记录关联生成器来定义您自己的条件,以便自动将客户、潜在客户、业务机会和个案等记录与使用它们的分支链接起来。
| 适用于:Enterprise、Unlimited 和 Developer Edition |

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