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Sales Innovations for Prospect Management
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필터 선택

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          몇 가지 검색 팁

          키워드의 맞춤법을 확인하십시오.
          더 일반적인 검색 용어를 사용하십시오.
          필터 수를 줄여 검색 범위를 확장하십시오.

          전체 Salesforce 도움말 검색
          Change Engagement Status

          Change Engagement Status

          After contacting a prospect, you can update the engagement status instantly and keep the prospect's record up to date.

          Required Editions

          Available in: Lightning Experience
          Available in: Enterprise, Professional, Starter, and Unlimited Editions

          Outreach List change engagement status

          1. To change the engagement status of a prospect, click Down arrow icon next to the prospect's name.
          2. Click Change Status.
          3. Select a status in the pop-up window.
          4. Save your changes.
            The prospect's record automatically moves to the section associated with the selected status.
           
          로드 중
          Salesforce Help | Article