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添加新合同按钮以创建合同
将“新建合同”按钮添加到报价或订单对象页面布局,以便销售代表等用户可以在 Revenue Cloud 中方便地为客户创建合同。客户最终确定报价或订单后,用户会从报价或订单创建合同。合同从报价或订单记录中复制客户和开始日期等信息。

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将“新建合同”按钮添加到报价或订单对象页面布局,以便销售代表等用户可以在 Revenue Cloud 中方便地为客户创建合同。客户最终确定报价或订单后,用户会从报价或订单创建合同。合同从报价或订单记录中复制客户和开始日期等信息。
| 适用于:Lightning Experience |
| 适用于启用了事务管理的 Revenue Cloud 的 Enterprise、Unlimited 和 Developer Edition |
| 所需用户权限 | |
|---|---|
| 自定义页面布局: | 自定义应用程序 |

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