您在此处:
为业务关系计划设置 Einstein 摘要
使用预构建的提示模板和 Flexcard,为业务关系计划配置 AI 支持的汇总。通过为关系经理提供快速的业务概述和客户会议摘要来创建和管理业务关系计划,从而提高他们的工作效率。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
使用预构建的提示模板和 Flexcard,为业务关系计划配置 AI 支持的汇总。通过为关系经理提供快速的业务概述和客户会议摘要来创建和管理业务关系计划,从而提高他们的工作效率。
| 适用于:Lightning Experience in Enterprise and Unlimited Editions, 启用了 FSC Sales & Service 许可证或 FSC Sales 许可证和 Einstein for Sales 加载项 |

We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.