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。
需要的使用者權限
若要對應帳戶計畫狀態:
「Life Sciences 商業管理員」權限集
進入 App Launcher,尋找並選取「管理員主控台」。
選取「金鑰帳戶管理」。
在左側瀏覽窗格中,選取「KAM 設定」。
針對「動作計畫完成狀態」,選取「已完成」。
針對「帳戶計畫目標完成狀態」,選取「已完成」。
針對「帳戶計畫完成狀態」,選取表示計畫已完成的值。
針對「動作計畫預設狀態」,選取動作計畫建立時要指派給動作計畫的初始值。
請儲存您的變更。
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