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将重要客户管理快速操作按钮添加到页面布局
配置快速操作按钮,以允许客户经理将利益相关者添加到客户计划,并将参与者和利益相关者联系起来。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
配置快速操作按钮,以允许客户经理将利益相关者添加到客户计划,并将参与者和利益相关者联系起来。
| 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。 |
| 所需用户权限 | |
|---|---|
| 编辑客户计划页面布局: | 生命科学商业管理员权限集 |
,然后选择编辑对象。

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