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批量记录操作和节奏
除了使用 Sales Engagement 中可用的自动化工具帮助简化节奏活动外,代表还可以使用列表视图和报表将节奏相关操作应用到大型记录组。
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除了使用 Sales Engagement 中可用的自动化工具帮助简化节奏活动外,代表还可以使用列表视图和报表将节奏相关操作应用到大型记录组。
| 适用于:Lightning Experience |
| 适用于销售参与,它包括在销售业绩、Einstein 1 和 Unlimited Edition 中,另行付费后适用于Professional 和 Enterprise Edition。Sales Engagement 另行付费后适用于 Service 和 Lightning Platform。 |
从潜在客户、联系人、个人或客户列表视图中手动选择记录组,并应用这些销售参与操作。
配置报表以修改潜在客户、联系人、个人或客户对象中的记录组,并应用这些销售参与操作。
报表必须以潜在客户、联系人或客户对象开始,并且不能分组或矩阵报表。
对于列表视图和报表,节奏操作一次最多应用于 200 个记录。

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