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通过使用行程列表创建走访
根据行程列表中的客户顺序,自动计划走访。根据行程列表客户设置,可在一天内为客户计划多次走访。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
根据行程列表中的客户顺序,自动计划走访。根据行程列表客户设置,可在一天内为客户计划多次走访。
| 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 | |
|---|---|
| 使用行程列表创建走访: | CGCloud 销售用户 或者 CGCloud 零售销售用户和 CGCloud 零售用户 |
行程列表的类型:

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