您在此处:
在 Financial Services Cloud 中将潜在客户转换为客户
您可将潜在客户记录转换为客户记录。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
您可将潜在客户记录转换为客户记录。
| 适用于:Lightning Experience |
| 适用于:Professional、Enterprise 和 Unlimited Edition |

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