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配置快速客户汇总
将快速客户汇总添加到 Next Best Customer 卡,以便用户可以快速评估客户推荐,无需导航到基本原理页面。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
将快速客户汇总添加到 Next Best Customer 卡,以便用户可以快速评估客户推荐,无需导航到基本原理页面。
| 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。 |
在将快速汇总添加到 Next Best Customer 卡之前,请为客户相关对象创建自定义字段。

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