1、客户在商机协同平台中的角色以客户在项目中实际担当的角色进行添加，切勿胡乱添加错误协同角色，避免后续会签出现异常。
2、商机协同平台中添加公共客户，即使客户不在自己名下，也可在新建时弹出的“协同方”提示框中将人员改成自己即可。
3、门窗配置报价，也要注意在客户商机协同平台中的角色创建和添加，即使在客户协助团队，也在商机协助团队，只要商机协同平台里面没有该业务员创建的协同方角色，也是搜索不到商机的
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