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创建财务交易记录
在财务交易记录中捕获财务交易的条款。交易团队可以指定详细信息,例如交易的保密级别、状态、阶段、预期结束日期和结束概率。他们还可以通过创建与交互相关联的交互汇总来捕获备注和后续步骤。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
在财务交易记录中捕获财务交易的条款。交易团队可以指定详细信息,例如交易的保密级别、状态、阶段、预期结束日期和结束概率。他们还可以通过创建与交互相关联的交互汇总来捕获备注和后续步骤。
| 适用于:Lightning Experience |
| 适用于:启用了 Financial Services Cloud 的 Professional、Enterprise 和 Unlimited Edition |
| 所需用户权限 | |
|---|---|
| 要创建财务交易记录: | Financial Services Cloud 扩展或 FSC 销售 |

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