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選擇自訂訊號的動作
透過定義他們對自訂訊號採取的動作,引導銷售小組的後續步驟。摘要中的每個訊號都會顯示一個動作按鈕,針對自訂訊號,您可決定該按鈕執行的動作。
您位於此處:
透過定義他們對自訂訊號採取的動作,引導銷售小組的後續步驟。摘要中的每個訊號都會顯示一個動作按鈕,針對自訂訊號,您可決定該按鈕執行的動作。
| 提供版本:含 Sales Foundation 附加元件的 Enterprise、Unlimited 及 Agentforce 1 Sales Edition Lightning Experience。 |
當您設定要在「銷售工作區」上顯示自訂訊號時,您可以控制顯示在每個摘要上的單一動作按鈕。決定銷售人員在對自訂訊號採取動作時要執行的動作,並設定預設動作,讓定義中的每個摘要都以相同的方式執行。
您可以在兩個地方設定動作。當動作存在於兩個位置時,更明確的動作一律會成交。
您可以將自訂訊號連線至下列兩種動作類型之一:

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