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创建分行单位业务成员记录
分行单位业务成员链接分行单位和银行家。它使银行家能够选择他们当天工作的分行,以便他们的客户互动与正确的分行相关联。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
分行单位业务成员链接分行单位和银行家。它使银行家能够选择他们当天工作的分行,以便他们的客户互动与正确的分行相关联。
| 适用于:Lightning Experience |
| 适用于:启用了 Financial Services Cloud 的 Professional、Enterprise 和 Unlimited Edition |
如果未看到分行单位业务成员,单击导航栏菜单中的编辑,然后搜索并添加分行单位业务成员。

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