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从行的坡道交易过渡到组
如果您要从行的坡道交易转移到组的坡道交易,请执行以下步骤。
如果您要从行的坡道交易转移到组的坡道交易,请执行以下步骤。
| 适用于:Lightning Experience |
| 适用于:具有 Revenue Cloud Growth 许可证、 Revenue Cloud Advanced 许可证或 Revenue Cloud Billing 许可证的 Revenue Management Enterprise、Unlimited 和 Developer Edition(以前称为 Revenue Cloud)。 |
| 所需用户权限 | |
|---|---|
| 要关闭报价和订单中的行的坡道交易: | 自定义应用程序 |
| 要为报价和订单中的小组打开坡道交易: | 自定义应用程序 |
默认情况下,您可以使用为小组创建的坡道交易提供的功能来修改最初为行的坡道交易创建的资产。

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