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将公司客户转换为个人客户
没有简单的方法可以将公司客户转换为个人客户,但可以做到这一点。
要完成转换,您需要导出包含要转换的客户和联系人的文件,手动修改一些数据,然后将其导入 Salesforce。您也可以使用类似的程序将个人客户转换为公司客户。
- 准备转换为个人客户的公司客户
转换客户或联系人需要以下条件。 - 将公司客户转换为个人客户的注意事项
在将公司客户转换为个人客户之前,请考虑以下事项。 - 将公司客户转换为个人客户
使用数据导出和导入工具,将公司客户和相关联系人转换为个人客户。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
没有简单的方法可以将公司客户转换为个人客户,但可以做到这一点。
要完成转换,您需要导出包含要转换的客户和联系人的文件,手动修改一些数据,然后将其导入 Salesforce。您也可以使用类似的程序将个人客户转换为公司客户。

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