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自動建立造訪
規劃演算法會根據造訪設定建立造訪。如果您是經理,則可以自動建立造訪並指派給任何銷售代表。

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。
規劃演算法會根據造訪設定建立造訪。如果您是經理,則可以自動建立造訪並指派給任何銷售代表。
| 提供版本:已啟用 Consumer Goods Cloud 的 Lightning Experience Professional、Enterprise 和 Unlimited Edition |
| 需要的使用者權限 | |
|---|---|
| 若要自動建立造訪: | CGCloud Sales 使用者 或 「CGCloud 零售銷售使用者」和「CGCloud 零售使用者」權限 |
根據客戶造訪設定,如果規劃造訪日期與實際日期不同,則系統會在該週內建立多次造訪。
為了避免重複,自動造訪規劃流程會在建立造訪之前驗證自動造訪是否為針對同一天、使用者、造訪範本和客戶所建立。如果使用者的手動建立造訪存在,而且您在造訪範本中選取「檢查重疊」,則系統會將新造訪的狀態選取為「已取消排程」。「檢查重疊」設定只會在桌面應用程式的自動造訪規劃期間驗證重疊造訪。

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