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创建报价
通过直接在 Revenue Cloud 中创建报价,为客户发现和定价产品。这些记录有助于您在完成交易之前组织产品选择并应用定价逻辑。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
通过直接在 Revenue Cloud 中创建报价,为客户发现和定价产品。这些记录有助于您在完成交易之前组织产品选择并应用定价逻辑。
| 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 | |
|---|---|
| 创建报价: | 管理 Revenue Cloud |
从业务机会或“报价”主选项卡生成新报价记录,以开始定价过程。

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