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设置报价汇总
设置 Einstein 生成式 AI 并配置报价页面布局,为销售代表提供可消化的报价概览。通过使用客户数据,Einstein 会汇总记录,以便代表快速查看交易、客户或潜在客户的当前状态以待批准。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
设置 Einstein 生成式 AI 并配置报价页面布局,为销售代表提供可消化的报价概览。通过使用客户数据,Einstein 会汇总记录,以便代表快速查看交易、客户或潜在客户的当前状态以待批准。
| 适用于:Lightning Experience |
| 适用于:带有交易管理的 Revenue Cloud Enterprise、Unlimited 和 Developer Edition 以及 Einstein for Sales 加载项 |
保存更改后,验证报价摘要可用性。

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