1.现实业务中有工程项目，直接在系统中建真实商机；即真实商机存在的实体是工程项目。而虚拟商机存在的实体是客户。
2.已存在的有效商机，销售人员通过撞单，可直接以角色的形式加入协同平台；
3.进入协同平台，即可记录“销售活动”；
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