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客户任务
客户任务是客户报告的请求、行动项目和问题。记录这些任务可确保不会错过或忽略报告的问题。解决这些问题会改善您与客户的关系。

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客户任务是客户报告的请求、行动项目和问题。记录这些任务可确保不会错过或忽略报告的问题。解决这些问题会改善您与客户的关系。
| 适用于:在 Lightning Experience 中,适用于启用了 Consumer Goods Cloud 的 Professional、Enterprise 和 Unlimited Edition。 |
客户任务可以由主管创建并分配给代表,也可以由代表在客户走访期间记录。销售代表、主管和服务经理等多个用户角色可以在移动设备上协作处理客户任务。您可以创建工作流,以为客户任务设置审批流程。
客户任务始终与客户关联,但不与特定走访关联。客户任务从其相关客户那里继承可见性设置。

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