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销售代表管理
定义团队结构,使销售用户负责客户,并确保客户信息用于走访计划、走访执行和团队监控。
定义团队结构,使销售用户负责客户,并确保客户信息用于走访计划、走访执行和团队监控。
| 适用于:在 Lightning Experience 中,适用于启用了 Consumer Goods Cloud 的 Professional、Enterprise 和 Unlimited Edition。 |
为每个用户创建记录,并定义用户的功能和职责。维护用户设置,这用于定义工作日和工作时间及默认设置,例如标准走访类型或首选日历视图。
要创建销售团队,将字段用户添加到销售团队层次结构,这将映射到客户。
对于所有用户,将设置并维护这些详细信息:

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