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建立計畫範本的目標、工作和度量
透過建立範本目標、計畫和工作的設計時間記錄,協助重要帳戶經理達成帳戶和區域範圍的業務目標。在全域、附屬公司和區域範圍層級定義目標。設計達成目標的度量,並使用動作計畫範本項目將每個度量細分為可運作且可執行的工作。

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透過建立範本目標、計畫和工作的設計時間記錄,協助重要帳戶經理達成帳戶和區域範圍的業務目標。在全域、附屬公司和區域範圍層級定義目標。設計達成目標的度量,並使用動作計畫範本項目將每個度量細分為可運作且可執行的工作。
| 提供版本:Lightning Experience |
| 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。 |
設計時間記錄可協助重要帳戶管理員根據他們管理的帳戶需求量身打造範本。重要帳戶管理員會將範本匯入帳戶計畫或區域範圍計畫,以建立目標指派、動作計畫和評估工作的執行階段記錄。

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