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Definer de scoreområder, der klassificerer salgsmuligheder som sunde, forsigtige eller i fare, så Pipelineinspektion og relaterede visninger matcher, hvordan dine teams prioriterer handler. Opdater tærsklerne, når din salgsproces eller scorefordeling ændres. Bekræft derefter kategoriadfærd i pipelinevisninger.
| Tilgængelig i: Lightning Experience i Performance og Unlimited Edition med Sales Cloud. I Enterprise Edition med Sales Cloud kræver denne funktion tilføjelsesprogrammet Agentforce eller Omsætningsdata. |
| Brugertilladelser påkrævet | |
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| Hvis du vil angive tærskler for salgsmulighedsscore: | Tilpas applikation OG Rediger alle data |
Scorestærskler konverterer en numerisk salgsmulighedsscore til en sund, forsigtig eller I fare-kategori. Vælg områder, der afspejler, hvordan din salgsorganisation definerer aftaletilstand, så managers og medarbejdere kan reagere på kategorier ensartet i pipeline-gennemgange.
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