Cov txheej txheem:
Video: Dab tsi yog qhov hloov tshiab loj?
2024 Tus sau: Lynn Donovan | [email protected]. Kawg hloov kho: 2023-12-15 23:47
Xov xwm tshiab . Los ntawm Management, siv Xov xwm tshiab ntxiv los yog hloov tshiab tib cov ntaub ntawv rau cov nyiaj hauv ntau. Nyob ntawm Xov xwm tshiab nplooj, ob pawg ntawm Xov xwm tshiab tshwm rau Hloov tshiab Cov khoom uas twb muaj lawm thiab tsim cov khoom tshiab. Piv txwv li, koj tuaj yeem ntxiv assign lossis tshem tawm cov xwm txheej xa ntawv los ntawm cov lus nug ntawm cov nyiaj.
Tib neeg kuj nug, dab tsi yog qhov hloov tshiab loj hauv Salesforce?
Hloov tshiab Koj Cov Ntaub Ntawv nrog ob peb nias: Sau cov txiaj ntsig tshiab thiab ntaus Txuag. Xwb, koj tuaj yeem ua tau Hloov tshiab koj cov ntaub ntawv: qhov no tso cai rau koj hloov tus nqi ntawm txhua qhov chaw ntawm cov khoom. Xaiv cov ntaub ntawv koj xav tau hloov tshiab thiab nias " Hloov tshiab ".
Ib yam li ntawd, kuv yuav hloov kho cov ntaub ntawv hauv Salesforce li cas? Hloov Kho Cov Ntaub Ntawv
- Nrhiav thiab qhib cov ntaub ntawv koj xav hloov.
- Nyem Kho kom raug.
- Nkag mus lossis kho qhov tseem ceeb hauv cov teb. Tswv yim Cov kev pab suav nrog cov ntsiab lus teb rau feem ntau cov khoom. Tshawb nrhiav kev pab rau lub npe khoom + " teb".
- Txuag koj cov kev hloov pauv, thaum koj ua tiav nkag lossis kho qhov txiaj ntsig.
Kuj paub, Kuv yuav hloov kho ntau cov ntaub ntawv hauv Salesforce li cas?
Ob npaug nias daim teb no yuav qhib ib qho kho kev sib tham rau nws, tab sis peb xav tau kho ntau cov ntaub ntawv tib lub sijhawm. Kos lub checkboxes ntawm sab laug-sab los qhia Salesforce uas cov ntaub ntawv koj xav mas- kho , ces ob npaug nias lub teb koj xav kom loj kho . Qhov loj kho kev sib tham yuav qhib.
Yuav ua li cas koj muab cov thawj coj hauv Salesforce?
Txhawm rau hloov Tus Thawj Coj rau ntau cov ntaub ntawv
- Los ntawm Leads tab xaiv ib qho ntawm cov muaj Lead views.
- Xaiv tag nrho Cov Thawj Coj uas koj xav muab rau tus tswv tshiab.
- Nyem qhov hloov tus tswv khawm nyob saum cov npe saib.
- Xaiv tus neeg siv lossis Queue ua tus tswv tshiab.
- Nyem Txuag.
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