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为分销商访问创建任务
通过创建通用访问任务记录,定义现场代表在访问分销商或合作伙伴期间可以执行的任务。例如,代表可以追加销售其他产品、协商销售协议续订、讨论折扣、返利等。销售经理可以定义自己的任务,并将自己的评估指标与帮助捕获关键业务和绩效指标的任务相关联。

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通过创建通用访问任务记录,定义现场代表在访问分销商或合作伙伴期间可以执行的任务。例如,代表可以追加销售其他产品、协商销售协议续订、讨论折扣、返利等。销售经理可以定义自己的任务,并将自己的评估指标与帮助捕获关键业务和绩效指标的任务相关联。
| 适用于:Enterprise、Unlimited 和 Developer Edition |
| 所需用户权限 | |
|---|---|
| 要创建通用访问任务: |
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销售经理必须创建通用访问任务作为定义。作为定义的通用访问任务可以添加到行动计划模板中。当现场代表在走访期间开始任务时,会自动创建该任务的运行时等价物,并且该任务会自动与走访相关联。

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