您在此处:
将客户添加到报价记录页面
在创建报价订单时,现场代表会选择一个客户,然后可以查看其区域中其他客户的报价订单。
在创建报价订单时,现场代表会选择一个客户,然后可以查看其区域中其他客户的报价订单。
| 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。 |
| 所需用户权限 | |
|---|---|
| 要按区域配置报价订单共享: | 生命科学商业管理员 |

We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.