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移动界面中的客户计划相关方
使用移动界面中的其他排序和筛选条件,节省搜索相关方的时间。您还可以获得额外的好处,即在与您的区域保持一致的所有关键客户中搜索利益相关者,并批量添加利益相关者。此外,您可以通过添加已经与您的区域关联的客户和联系人来创建利益相关者记录。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
使用移动界面中的其他排序和筛选条件,节省搜索相关方的时间。您还可以获得额外的好处,即在与您的区域保持一致的所有关键客户中搜索利益相关者,并批量添加利益相关者。此外,您可以通过添加已经与您的区域关联的客户和联系人来创建利益相关者记录。
| 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。 |

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