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交易自定欄位 | LEFO Hub
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向交易失敗的聯絡人發送跟進電郵

每當有聯絡人在交易管道中的交易狀態被變更為交易失敗時,自動營銷流程便會自動向他們發送含有用來調查交易失敗原因表格的跟進電郵。 自動營銷流程 1. 選擇交易狀態變更(Deal status changes)作為啟動觸發器。2. 向流程中的聯絡人發送含有用來調查交易失敗原因表格的跟進電郵(Send email)。3. 等待(Wait)聯絡人提交表格後。4. 替流程中的聯絡人把他們所提交的答案儲存到交易失敗原因的自定欄位(Update contact)。

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交易自定欄位

自定交易欄位用來儲存與交易相關的訊息,並可以在整個交易過程中使用。跟自定個人欄位一樣,您可以設定欄位的資料類型。

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