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从目标分配记录创建任务和计划
您可以直接从目标分配记录中配置行动计划和评估任务。行动计划模板和相关评估任务会自动显示在区域业务计划记录页面上。

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您可以直接从目标分配记录中配置行动计划和评估任务。行动计划模板和相关评估任务会自动显示在区域业务计划记录页面上。
| 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 | |
|---|---|
| 要从目标分配记录创建任务和计划: | 生命科学重要客户管理权限集 |

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