Opret en distributionskonfiguration for din salgsmulighedsbot
Distributionskonfigurationer giver dig mulighed for at bestemme, hvordan arbejdselementer distribueres til dine medarbejdere. Opret en distributionskonfiguration for din salgsmulighedsbot, der prioriterer den relative vigtighed og størrelse af emner På den måde håndteres emner tilsvarende, og arbejdet distribueres ligeligt til dine sælgere.
EditionsHeading
Tilgængelig i: Lightning Experience
Tilgængelig med Sales Engagement i Sales Cloud, som er inkluderet i Performance, Einstein 1 og Unlimited Edition, og tilgængelig mod en merpris i Professional og Enterprise Edition. Salgsengagement er også tilgængeligt mod en merpris i Service Cloud og Lightning Platform.
Brugertilladelser påkrævet
Hvis du vil opsætte Omni-Channel:
Tilpas applikation
Skriv distributionskonfigurationer i feltet Find hurtigt i Opsætning, og vælg derefter distributionskonfigurationer, og vælg derefter Ny.
For feltet Rutekonfigurationens navn skal du skrive Sales Routing — Leads.
For feltet Kapacitetsenheder skal du skrive 1.
Angiv de resterende indstillinger for din distributionskonfiguration, og gem dine ændringer.
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