您在此处:
手动将客户和潜在客户分配到区域
当您直接在客户和潜在客户详细信息页面中为客户和潜在客户分配区域时,请确保覆盖客户和潜在客户。
当您直接在客户和潜在客户详细信息页面中为客户和潜在客户分配区域时,请确保覆盖客户和潜在客户。
| 适用于:Lightning Experience 和 Salesforce Classic |
适用于:Developer 和 Performance Edition,以及带销售的 Enterprise 和 Unlimited Edition |
| 所需用户权限 | |
|---|---|
| 要在客户和潜在客户内手动分配区域: | 查看设置和配置 和 管理区域 |
| 要查看区域内分配的有效、计划中或已归档区域模块中的区域: | 查看设置和配置 和 管理区域 |
| 要查看从已分配的有效区域模型中分配的区域: | 查看设置和配置 |

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