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为了帮助销售经理处理他们可以分配的有限任务类型列表,您可以使用您的逻辑并为这些活动创建流。然后,销售经理可以将新的活动流(例如产品演示)添加到他们的行动计划模板中,并最终添加到访问中。
| 在 Lightning Experience 中,适用于启用了 Consumer Goods Cloud 的 Professional、Unlimited 和 Enterprise Edition。 |

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