提供版本：具有 Life Sciences Cloud、Life Sciences Cloud for Customer Engagement 附加元件授權和 Life Sciences Customer Engagement 受管理封裝的 Enterprise 和 Unlimited Edition。
在行動介面中,您只能從目前的區域範圍檢視和新增利害關係人。以下列方式將利害關係人納入您的帳戶計畫。
透過在符合您區域範圍的所有重要帳戶中搜尋利害關係人,大量新增利害關係人。
建立帳戶計畫利害關係人記錄。在「參照記錄」欄位中,選取與您的區域範圍相關聯的帳戶或連絡人。
從其他帳戶計畫匯入利害關係人。
依角色類型、帳戶計畫目標或利害關係人參考記錄排序利害關係人。
依角色類型、帳戶計畫目標或利害關係人參考記錄篩選利害關係人。
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