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买家关系图
买家关系图帮助销售门店可视化跨公司级别的联系人,并在客户和业务机会中管理复杂的 B2B 利益相关者关系。发现关键利益相关者、交易拥护者和潜在风险。打开买家关系图后,资历级别、部门组和买家属性字段可以添加到联系人。
您在此处:
买家关系图帮助销售门店可视化跨公司级别的联系人,并在客户和业务机会中管理复杂的 B2B 利益相关者关系。发现关键利益相关者、交易拥护者和潜在风险。打开买家关系图后,资历级别、部门组和买家属性字段可以添加到联系人。
| 适用于:Lightning Experience |
| 适用于:Enterprise、Performance、Unlimited Editions with Sales和 Agentforce 1 Sales Edition |
销售门店访问与业务机会或客户关联的关系图 (1),以可视化公司不同级别的联系人 (2)。地图中的每个磁贴 (3) 对应于层次结构中的特定联系人。销售门店单击联系人磁贴打开侧面板 (4),他们可以在其中编辑联系人的详细信息。
业务机会的关系图具有帮助您完成映射的见解。

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