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使用潜在客户客服人员生成客户潜在客户
从特定客户生成潜在客户,并将其分配给销售代表。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
从特定客户生成潜在客户,并将其分配给销售代表。
| 适用于:Lightning Edition |
| 适用于:具有基础的 Enterprise、Performance 和 Unlimited Edition,适用于销售的 Agentforce 或适用于行业加载项许可证的 Agentforce,或包含在 Agentforce 1 Sales 或行业版本中。需要每个用户拥有适用于销售的 Agentforce 或适用于行业的 Agentforce 加载项,才可以访问操作。 |
| 所需用户权限 | |
|---|---|
| 要从客户生成潜在客户: | 销售代理潜在客户 |
开始之前:配置潜在客户


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