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客戶工作
客戶工作是要求、動作項目和客戶回報的問題。記錄這些工作可確保不會遺漏或忽視回報的問題。解決這些問題可改善您與客戶的關係。

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您位於此處:
客戶工作是要求、動作項目和客戶回報的問題。記錄這些工作可確保不會遺漏或忽視回報的問題。解決這些問題可改善您與客戶的關係。
| 提供版本:已啟用 Consumer Goods Cloud 的 Lightning Experience Professional、Enterprise 和 Unlimited Edition。 |
客戶工作可以由上司建立並指派給代表,也可以在客戶造訪期間由代表記錄。多個使用者角色 (例如銷售代表、上司和服務經理) 可以使用行動裝置共同合作處理客戶工作。您可以建立工作流程來設定客戶工作的批准流程。
客戶工作一律與客戶相關聯,且不會與特定造訪相關聯。客戶工作會繼承其相關客戶的可視性設定。

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