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使用客户添加资产可能性仪表板
确定有可能添加资产的客户,并采取适当行动。查看每个预测得分组的预测结果。您可以在 Lightning 记录页面中嵌入仪表板。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
确定有可能添加资产的客户,并采取适当行动。查看每个预测得分组的预测结果。您可以在 Lightning 记录页面中嵌入仪表板。
| 适用于:具有 Revenue Intelligence for Financial Services 许可证的 Professional、Enterprise 和 Unlimited Edition |

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