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在 Financial Services Cloud 中为个人客户设置潜在客户转换和转诊管理
i为支持转换为个人客户,请从潜在客户和推荐页面布局中删除公司字段。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
i为支持转换为个人客户,请从潜在客户和推荐页面布局中删除公司字段。
| 适用于:Lightning Experience |
| 适用于:Professional、Enterprise 和 Unlimited Edition |
| 所需用户权限 | |
|---|---|
| 要管理、创建、编辑和删除自定义设置: | 自定义应用程序 |

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