詳細情報:
見積レコードページへの取引先の追加
見積済み注文を作成するときに、フィールド営業担当者は取引先を選択し、テリトリー内の他の取引先の見積済み注文を表示できます。
見積済み注文を作成するときに、フィールド営業担当者は取引先を選択し、テリトリー内の他の取引先の見積済み注文を表示できます。
| 使用可能なインターフェース: Lightning Experience |
| 使用可能なエディション: Life Sciences Cloud、Life Sciences Cloud for Customer Engagementアドオン ライセンス、Life Sciences Customer Engagement管理パッケージが付属するEnterprise EditionおよびUnlimited Edition。 |
| 必要なユーザー権限 | |
|---|---|
| テリトリー別の見積済み注文の共有を設定する | 「ライフサイエンス商業管理者」権限セット |

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