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設定商機的公司名稱覆寫
您可以在「自訂設定」中設定公司名稱覆寫,作為設定 B2C 商機轉換流程的一部分。

使用較常見的搜尋字詞。
選取較少篩選條件以擴大您的搜尋。
您可以在「自訂設定」中設定公司名稱覆寫,作為設定 B2C 商機轉換流程的一部分。
| 提供版本:Lightning Experience |
| 提供版本:Professional、Enterprise 及 Unlimited Edition |
當儲存 B2C 商機時,此覆寫會以商機的全名取代「公司名稱」值。如果停用覆寫,則在「公司名稱」欄位中輸入商機的完整名稱之前,無法儲存 B2C 商機。依預設,系統管理員、顧問和個人銀行業者設定檔會啟用覆寫。
如果您想要將此自訂設定套用至其他設定檔或使用者,請新增設定檔或使用者,然後選取「覆寫公司名稱」。

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