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活动计划建议
通过推荐潜在客户以包含在活动计划中,突出显示增长业务机会。为现场代表提供灵活性,以根据区域 Knowledge 评估建议,并根据需要接受或拒绝建议。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
通过推荐潜在客户以包含在活动计划中,突出显示增长业务机会。为现场代表提供灵活性,以根据区域 Knowledge 评估建议,并根据需要接受或拒绝建议。
| 适用于:Lightning Experience |
| 适用于:具有Life Sciences Cloud、Life Sciences Cloud for Customer Engagement加载项许可证和Life Sciences Customer Engagement受管软件包的Enterprise 和 Unlimited Edition。 |
建议的活动是现场代表的软目标,在活动计划筛选器视图中显示为建议。包含建议客户的活动计划未定义总体目标。现场代表拥有查看或隐藏建议以及接受或拒绝建议的自主权。
客户排序
在打开“显示建议”切换时,客户会按以下顺序列出。
管理员配置
现场代表可以通过在活动计划筛选器中打开“显示建议”切换按钮并包含建议来查看建议。请参阅为活动计划调整目标。
对于未来的计划周期,客户目标会根据状态动态标记。

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