您位於此處:
建立報價
透過直接在 Revenue Cloud 中建立報價,為您的客戶探索和定價產品。這些記錄可協助您組織產品選取項目,並在完成交易前套用定價邏輯。

使用較常見的搜尋字詞。
選取較少篩選條件以擴大您的搜尋。
透過直接在 Revenue Cloud 中建立報價,為您的客戶探索和定價產品。這些記錄可協助您組織產品選取項目,並在完成交易前套用定價邏輯。
| 適用於:Lightning Experience |
| 適用於:已啟用交易管理的 Revenue Cloud Enterprise、Unlimited 及 Developer Edition |
| 需要的使用者權限 | |
|---|---|
| 若要建立報價: | 管理 Revenue Cloud |
從機會或主要「報價」索引標籤產生新報價記錄,以開始定價流程。

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