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潜在客户智能视图
在潜在客户智能视图中,可从一处查看潜在客户活动和参与度量,了解见解,采取措施和更新记录所有操作。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
在潜在客户智能视图中,可从一处查看潜在客户活动和参与度量,了解见解,采取措施和更新记录所有操作。
| 适用于:Lightning Experience |
| 适用于:带 Sales Cloud 的 Starter、Essentials、Group、Professional、Enterprise、Performance、Unlimited、Pro Suite 和 Developer Edition |
| 所需用户权限 | |
|---|---|
| 查看“潜在客户”选项卡: | 对潜在客户拥有读取权限 |
| 查看潜在客户: | 对潜在客户拥有读取权限 |
| 创建潜在客户: | 对潜在客户拥有创建权限 |
要查看智能视图,请转到潜在客户主页并单击智能视图。要返回到原始列表视图,请单击列表视图。
在智能视图中,您可以快速筛选潜在客户,查看结果记录的汇总活动统计数据,并直接从“潜在客户”选项卡采取行动进行联系。
要查看单个记录的详细活动,请单击记录名称旁边的侧面板图标。侧面板也包含电子邮件见解和 Einstein 对话见解。
潜在客户活动度量包括:
活动度量包括事件和任务。
参与度量包含:
要查看潜在客户智能视图,Salesforce 管理员必须在“设置”中将其打开,然后将智能视图按钮添加到潜在客户列表视图按钮布局。

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