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为潜在客户配置公司名称覆盖
作为配置 B2C 潜在客户转换流程的一部分,您可以在自定义设置中配置公司名称覆盖。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
作为配置 B2C 潜在客户转换流程的一部分,您可以在自定义设置中配置公司名称覆盖。
| 适用于:Lightning Experience |
| 适用于:Professional、Enterprise 和 Unlimited Edition |
在保存 B2C 潜在客户时,此覆盖会将公司名称的值替换为潜在客户的全名。如果禁用覆盖,在“公司名称”字段中输入潜在客户的全名之前,无法保存 B2C 潜在客户。默认情况下,为系统管理员、顾问和个人银行家简档启用覆盖。
如果您想将此自定义设置应用到其他简档或用户,请添加它们并选择覆盖公司名称。

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