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创建业务机会收入预测类型
要在每个预测期间向销售人员显示销售工作区页面上的关键绩效见解,请创建业务机会收入预测类型。
要在每个预测期间向销售人员显示销售工作区页面上的关键绩效见解,请创建业务机会收入预测类型。
| 适用于:Lightning Experience in Enterprise、Unlimited 和 Agentforce 1 Sales Editions with the Sales Foundation 加载项。 |
检查您的默认预测类型是否匹配这些值。如果没有,请使用这些设置创建并激活预测类型。请参阅配置和激活漏斗预测类型。
| 字段 | 值 |
|---|---|
| 对象 | 业务机会 |
| 评测 | 金额 |
| 日期类型 | 结束日期(业务机会) |
| 层次结构 | 用户角色 |

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