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在报价和订单中为小组创建坡道交易的注意事项
要有效地使用适用于小组的“坡道交易”,请熟悉其产品、结构和功能方面和限制。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
要有效地使用适用于小组的“坡道交易”,请熟悉其产品、结构和功能方面和限制。
| 适用于:Lightning Experience |
| 适用于启用了事务管理的 Revenue Cloud 的 Enterprise、Unlimited 和 Developer Edition |
在打开报价和订单中小组的坡道交易,并关闭每个交易的多个坡道计划时,您只能在报价或订单中创建一个坡道计划。
您可以将小组转换为小组坡道段,而无需明确创建坡道计划。斜坡计划是隐式的,因为整个事务是单个斜坡计划的一部分。

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