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Quip 中的 Salesforce 活动
从 Quip 文档记录呼叫、设置任务和计划事件。在您记录备注、跟踪进度和对客户计划进行协作的地方,为活动获得认可。

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您在此处:
从 Quip 文档记录呼叫、设置任务和计划事件。在您记录备注、跟踪进度和对客户计划进行协作的地方,为活动获得认可。
| 适用于:Lightning Experience |
在重要客户会议期间进行备注,并轻松记录呼叫、创建跟进任务并计划即将到来的会议,所有操作无需离开 Quip 文档。从 Quip 记录的活动显示在相关记录的活动时间线中。

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