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自动创建走访
计划算法根据走访设置创建走访。如果您是经理,则可以自动创建走访并将其分配给任何销售代表。

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计划算法根据走访设置创建走访。如果您是经理,则可以自动创建走访并将其分配给任何销售代表。
| 适用于:在 Lightning Experience 中,适用于启用 Consumer Goods Cloud 的 Professional、Enterprise 和 Unlimited Edition |
| 所需用户权限 | |
|---|---|
| 自动创建走访: | CGCloud 销售用户 或者 CGCloud 零售销售用户和 CGCloud 零售用户 |
根据客户走访设置,如果计划的走访日期与实际日期不同,系统将在一周内创建多次走访。
为避免重复,自动走访计划流程将在创建走访前验证自动走访是否创建当天用户、走访模板和客户。如果用户存在手动创建的走访,并且在走访模板中选择检查重叠,系统会将新走访的状态选择为“未计划”。“检查重叠”设置仅在桌面应用程序的自动走访计划期间验证重叠走访。

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