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为计划模板创建目标、任务和评测
通过为模板目标、计划和任务创建设计时间记录,帮助主要客户经理实现客户和区域的业务目标。定义全球、附属公司和区域级别的目标。设计实现目标的评测,并使用行动计划模板项目将每个评测分解为可操作、可执行的任务。

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通过为模板目标、计划和任务创建设计时间记录,帮助主要客户经理实现客户和区域的业务目标。定义全球、附属公司和区域级别的目标。设计实现目标的评测,并使用行动计划模板项目将每个评测分解为可操作、可执行的任务。
| 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。 |
设计时记录帮助主要客户经理根据他们管理的客户的要求定制模板。主要客户经理将模板导入客户计划或区域计划,以创建目标分配、行动计划和评估任务的运行时记录。

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