您在此处:
如何在 Financial Services Cloud 中建模潜在客户和业务机会?
标准对象记录了有关新客户潜在客户的详细信息,以及为客户提供新产品的业务机会。
标准对象记录了有关新客户潜在客户的详细信息,以及为客户提供新产品的业务机会。
| 适用于:Lightning Experience |
| 适用于:Professional、Enterprise 和 Unlimited Edition |
使用潜在客户对象上的转诊记录类型,用户可以根据客户表达的兴趣创建并自动路由转诊。
| 对象 | 标准或自定义 | 代表 | 记录类型 |
|---|---|---|---|
| 潜在客户 | 标准 | 客户、员工和同事提供的潜在客户的详细信息。 |
|
| 业务机会 | 标准 | 向客户销售新产品或服务的业务机会的详细信息。 |
|

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.