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在 Financial Services Cloud 中如何建模商機和機會?
標準物件會記錄有關新客戶商機的詳細資料,以及將新產品提供給客戶的機會。

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。
標準物件會記錄有關新客戶商機的詳細資料,以及將新產品提供給客戶的機會。
| 提供版本:Lightning Experience |
| 提供版本:Professional、Enterprise 及 Unlimited Edition |
使用「商機」物件上的「轉介」記錄類型,使用者可以根據客戶表達的興趣建立並自動路由轉介。
| 物件 | 標準或自訂 | 代表 | 記錄類型 |
|---|---|---|---|
| 商機 | 標準 | 客戶、員工和同事提供的商機詳細資料。 |
|
| 機會 | 標準 | 向客戶銷售新產品或服務的機會詳細資料。 |
|

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