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顯示連絡人階層
提供給銷售小組一個重要的工具,讓他們透過在階層或組織圖中顯示連絡人,來規劃其銷售策略。
- 在 Lightning Experience 中設定連絡人階層
使用 Lightning Experience 在銷售代表階層內的帳戶上顯示連絡人。若要顯示對您的銷售小組最有用的資訊,請自訂階層欄。 - 在 Salesforce Classic 的組織圖中顯示連絡人
在 Salesforce Classic 中組織圖內的記錄上顯示連絡人。
您位於此處:
提供給銷售小組一個重要的工具,讓他們透過在階層或組織圖中顯示連絡人,來規劃其銷售策略。

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