<?xml version="1.0" encoding="UTF-8"?>
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<Workflow xmlns="http://soap.sforce.com/2006/04/metadata">
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<alerts>
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<fullName>SendMailToLeadOwner</fullName>
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<description>购买意向自动分配邮件</description>
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<protected>false</protected>
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<recipients>
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<type>owner</type>
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</recipients>
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<senderAddress>lu_liu@olympus.com.cn</senderAddress>
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<senderType>OrgWideEmailAddress</senderType>
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<template>Lead/SendMailToLeadOwner</template>
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</alerts>
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<fieldUpdates>
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<fullName>Account_Salesdepartment</fullName>
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<description>リードの「診療科-本部」を更新</description>
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<field>Account_Salesdepartment__c</field>
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<formula>IF(Hospital_Name__r.RecordTypeId = '01210000000QemG',
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Hospital_Name__r.Salesdepartment_HP__c,
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IF(Hospital_Name__r.Parent.RecordTypeId = '01210000000QemG',
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Hospital_Name__r.Parent.Salesdepartment_HP__c,
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Hospital_Name__r.Parent.Parent.Salesdepartment_HP__c
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))</formula>
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<name>リードの「診療科-本部」設定</name>
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<notifyAssignee>false</notifyAssignee>
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<operation>Formula</operation>
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<protected>false</protected>
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<reevaluateOnChange>false</reevaluateOnChange>
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</fieldUpdates>
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<fieldUpdates>
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<fullName>Assign_to_LeadSource</fullName>
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<description>课题：SWAG-C4H99E</description>
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<field>LeadSource</field>
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<literalValue>学会会议</literalValue>
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<name>来源取值</name>
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<notifyAssignee>false</notifyAssignee>
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<operation>Literal</operation>
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<protected>false</protected>
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<reevaluateOnChange>false</reevaluateOnChange>
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</fieldUpdates>
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<fieldUpdates>
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<fullName>Lead_Company_Set_DeptName</fullName>
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<field>Company</field>
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<formula>Hospital_Name__r.Name</formula>
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<name>潜在客户公司 = 科室名</name>
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<notifyAssignee>false</notifyAssignee>
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<operation>Formula</operation>
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<protected>false</protected>
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<reevaluateOnChange>false</reevaluateOnChange>
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</fieldUpdates>
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<fieldUpdates>
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<fullName>Lead_NoCreat</fullName>
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<field>Lead_No__c</field>
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<formula>'IN' + '-' + Account_Province__c + "-" + Lead_NoDate__c + Lead_Num__c</formula>
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<name>意向编码作成</name>
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<notifyAssignee>false</notifyAssignee>
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<operation>Formula</operation>
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<protected>false</protected>
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<reevaluateOnChange>false</reevaluateOnChange>
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</fieldUpdates>
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<fieldUpdates>
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<fullName>OSCM_Province_cus</fullName>
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<field>OCM_man_province_cus_txt__c</field>
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<formula>OCM_man_province_cus__c</formula>
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<name>OSCM管理省(客户)更新</name>
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<notifyAssignee>false</notifyAssignee>
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<operation>Formula</operation>
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<protected>false</protected>
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<reevaluateOnChange>false</reevaluateOnChange>
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</fieldUpdates>
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<fieldUpdates>
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<fullName>Owner_Dep_Update</fullName>
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<field>Owner_Dep_txt__c</field>
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<formula>Owner_Dep__c</formula>
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<name>销售本部(所有人)文本更新</name>
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<notifyAssignee>false</notifyAssignee>
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<operation>Formula</operation>
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<protected>false</protected>
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<reevaluateOnChange>false</reevaluateOnChange>
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</fieldUpdates>
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<fieldUpdates>
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<fullName>RecordLeadCreatorJobCategory</fullName>
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<field>JobCategoryOfCreator__c</field>
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<formula>TEXT($User.Job_Category__c)</formula>
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<name>记录意向创建人职种</name>
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<notifyAssignee>false</notifyAssignee>
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<operation>Formula</operation>
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<protected>false</protected>
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<reevaluateOnChange>false</reevaluateOnChange>
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</fieldUpdates>
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<fieldUpdates>
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<fullName>Seting_Account_for_search</fullName>
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<field>Account_for_search__c</field>
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<formula>Hospital_Name__r.Name</formula>
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<name>设定-客户名（检索用）</name>
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<notifyAssignee>false</notifyAssignee>
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<operation>Formula</operation>
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<protected>false</protected>
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<reevaluateOnChange>false</reevaluateOnChange>
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</fieldUpdates>
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<fieldUpdates>
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<fullName>UpdateMethod1</fullName>
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<field>Sales_Method__c</field>
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<literalValue>政府招标</literalValue>
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<name>UpdateMethod1</name>
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<notifyAssignee>false</notifyAssignee>
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<operation>Literal</operation>
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<protected>false</protected>
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<reevaluateOnChange>false</reevaluateOnChange>
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</fieldUpdates>
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<fieldUpdates>
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<fullName>Update_Company</fullName>
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<field>Company</field>
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<formula>Hospital_Name__r.Name</formula>
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<name>更新客户名(手动)</name>
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<notifyAssignee>false</notifyAssignee>
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<operation>Formula</operation>
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<protected>false</protected>
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<reevaluateOnChange>false</reevaluateOnChange>
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</fieldUpdates>
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<fieldUpdates>
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<fullName>Update_Contact_FN</fullName>
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<field>FirstName</field>
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<formula>Contact_Name__r.FirstName</formula>
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<name>更新名</name>
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<notifyAssignee>false</notifyAssignee>
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<operation>Formula</operation>
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<protected>false</protected>
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<reevaluateOnChange>false</reevaluateOnChange>
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</fieldUpdates>
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<fieldUpdates>
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<fullName>Update_Contact_LN</fullName>
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<field>LastName</field>
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<formula>Contact_Name__r.LastName</formula>
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<name>更新姓</name>
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<notifyAssignee>false</notifyAssignee>
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<operation>Formula</operation>
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<protected>false</protected>
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<reevaluateOnChange>false</reevaluateOnChange>
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</fieldUpdates>
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<fieldUpdates>
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<fullName>Update_Leads_Account_State</fullName>
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<field>Account_State__c</field>
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<formula>IF(Hospital_Name__r.RecordTypeId = '01210000000QemG',
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Hospital_Name__r.State_Master__r.Name,
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IF(Hospital_Name__r.Parent.RecordTypeId = '01210000000QemG',
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Hospital_Name__r.Parent.State_Master__r.Name,
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Hospital_Name__r.Parent.Parent.State_Master__r.Name
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))</formula>
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<name>リードの「診療科-省」を更新</name>
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<notifyAssignee>false</notifyAssignee>
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<operation>Formula</operation>
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<protected>false</protected>
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<reevaluateOnChange>false</reevaluateOnChange>
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</fieldUpdates>
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<fieldUpdates>
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<fullName>Update_Leads_Job_Category</fullName>
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<field>Creator_Job_Category__c</field>
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<formula>text( Owner:User.Job_Category__c)</formula>
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<name>リードの「作成者-職種」を更新</name>
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<notifyAssignee>false</notifyAssignee>
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<operation>Formula</operation>
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<protected>false</protected>
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<reevaluateOnChange>false</reevaluateOnChange>
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</fieldUpdates>
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<fieldUpdates>
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<fullName>autoset_lead_forecasted</fullName>
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<field>Close_Forecasted_Date__c</field>
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<formula>CreatedDate + 75</formula>
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<name>意向设置预测签约日</name>
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<notifyAssignee>false</notifyAssignee>
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<operation>Formula</operation>
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<protected>false</protected>
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<reevaluateOnChange>false</reevaluateOnChange>
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</fieldUpdates>
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<fieldUpdates>
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<fullName>record_begin_opp_date</fullName>
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<field>begin_opp_date__c</field>
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<formula>TODAY()</formula>
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<name>记录开始询价时间</name>
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<notifyAssignee>false</notifyAssignee>
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<operation>Formula</operation>
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<protected>false</protected>
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<reevaluateOnChange>false</reevaluateOnChange>
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</fieldUpdates>
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<fieldUpdates>
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<fullName>record_have_opp_date</fullName>
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<field>have_opp_date__c</field>
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<formula>TODAY()</formula>
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<name>记录已有询价时间</name>
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<notifyAssignee>false</notifyAssignee>
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<operation>Formula</operation>
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<protected>false</protected>
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<reevaluateOnChange>false</reevaluateOnChange>
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</fieldUpdates>
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<fieldUpdates>
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<fullName>record_no_need_date</fullName>
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<field>no_need_date__c</field>
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<formula>TODAY()</formula>
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<name>记录无需求时间</name>
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<notifyAssignee>false</notifyAssignee>
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<operation>Formula</operation>
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<protected>false</protected>
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<reevaluateOnChange>false</reevaluateOnChange>
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</fieldUpdates>
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<rules>
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<fullName>OCSM管理省%28客户%29文本更新</fullName>
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<actions>
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<name>OSCM_Province_cus</name>
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<type>FieldUpdate</type>
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</actions>
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<active>true</active>
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<formula>OR(ISNEW(), ISCHANGED( OCM_man_province_cus__c ), NOT(ISCHANGED( OCM_man_province_cus__c )))</formula>
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<triggerType>onAllChanges</triggerType>
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</rules>
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<rules>
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<fullName>RecordCreatorJobCategory</fullName>
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<actions>
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<name>RecordLeadCreatorJobCategory</name>
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<type>FieldUpdate</type>
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</actions>
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<active>true</active>
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<description>当新建意向时，记录创建人的职种</description>
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<formula>TRUE</formula>
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<triggerType>onCreateOnly</triggerType>
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</rules>
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<rules>
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<fullName>record_first_state_day</fullName>
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<actions>
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<name>record_begin_opp_date</name>
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<type>FieldUpdate</type>
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</actions>
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<active>true</active>
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<criteriaItems>
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<field>Lead.Status</field>
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<operation>equals</operation>
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<value>確認済み</value>
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</criteriaItems>
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<triggerType>onCreateOrTriggeringUpdate</triggerType>
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</rules>
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<rules>
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<fullName>record_second_state_day</fullName>
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<actions>
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<name>record_no_need_date</name>
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<type>FieldUpdate</type>
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</actions>
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<active>true</active>
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<criteriaItems>
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<field>Lead.Status</field>
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<operation>equals</operation>
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<value>不要</value>
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</criteriaItems>
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<triggerType>onCreateOrTriggeringUpdate</triggerType>
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</rules>
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<rules>
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<fullName>record_third_state_day</fullName>
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<actions>
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<name>record_have_opp_date</name>
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<type>FieldUpdate</type>
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</actions>
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<active>true</active>
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<criteriaItems>
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<field>Lead.Status</field>
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<operation>equals</operation>
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<value>不用(重复)</value>
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</criteriaItems>
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<triggerType>onCreateOrTriggeringUpdate</triggerType>
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</rules>
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<rules>
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<fullName>リード-毎回実行公式变成到文本</fullName>
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<actions>
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<name>Account_Salesdepartment</name>
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<type>FieldUpdate</type>
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</actions>
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<actions>
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<name>Seting_Account_for_search</name>
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<type>FieldUpdate</type>
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</actions>
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<actions>
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<name>Update_Leads_Account_State</name>
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<type>FieldUpdate</type>
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</actions>
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<actions>
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<name>Update_Leads_Job_Category</name>
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<type>FieldUpdate</type>
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</actions>
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<active>true</active>
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<formula>true</formula>
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<triggerType>onAllChanges</triggerType>
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</rules>
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<rules>
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<fullName>主要学会有值%EF%BC%8C来源默认为学会会议</fullName>
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<actions>
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<name>Assign_to_LeadSource</name>
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<type>FieldUpdate</type>
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</actions>
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<active>true</active>
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<description>主要学会关联了会议时，系统自动默认来源=学会会议
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课题：SWAG-C4H99E</description>
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<formula>!ISBLANK(Campaign__c)</formula>
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<triggerType>onAllChanges</triggerType>
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</rules>
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<rules>
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<fullName>客户名生同步</fullName>
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<actions>
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<name>Update_Company</name>
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<type>FieldUpdate</type>
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</actions>
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<actions>
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<name>Update_Contact_FN</name>
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<type>FieldUpdate</type>
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</actions>
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<actions>
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<name>Update_Contact_LN</name>
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<type>FieldUpdate</type>
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</actions>
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<active>true</active>
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<formula>AND(Not(isnull(Hospital_Name__c)),Not(isnull(Contact_Name__c)),Not(isblank(Hospital_Name__c)),Not(isblank(Contact_Name__c)))</formula>
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<triggerType>onAllChanges</triggerType>
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</rules>
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<rules>
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<fullName>意向编码自动生产</fullName>
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<actions>
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<name>Lead_NoCreat</name>
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<type>FieldUpdate</type>
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</actions>
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<active>true</active>
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<formula>True</formula>
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<triggerType>onCreateOnly</triggerType>
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</rules>
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<rules>
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<fullName>新建购买意向</fullName>
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<actions>
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<name>Lead_Company_Set_DeptName</name>
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<type>FieldUpdate</type>
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</actions>
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<active>true</active>
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<criteriaItems>
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<field>Lead.Company</field>
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<operation>equals</operation>
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<value>*</value>
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</criteriaItems>
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<triggerType>onCreateOnly</triggerType>
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</rules>
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<rules>
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<fullName>未跟进完毕的购买意向</fullName>
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<active>true</active>
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<booleanFilter>1</booleanFilter>
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<criteriaItems>
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<field>Lead.Status</field>
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<operation>contains</operation>
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<value>跟进中,未確認</value>
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</criteriaItems>
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<description>状态为"未跟进""跟进中"的意向.</description>
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<triggerType>onCreateOrTriggeringUpdate</triggerType>
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<workflowTimeTriggers>
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<offsetFromField>Lead.CreatedDate</offsetFromField>
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<timeLength>3</timeLength>
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<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
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</workflowTimeTriggers>
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</rules>
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<rules>
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<fullName>设置预测签约日</fullName>
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<actions>
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<name>autoset_lead_forecasted</name>
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<type>FieldUpdate</type>
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</actions>
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<active>true</active>
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<formula>ISNULL(Close_Forecasted_Date__c )|| (Close_Forecasted_Date__c < DATEVALUE(CreatedDate)+75 && ET_Check__c==false)</formula>
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<triggerType>onAllChanges</triggerType>
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</rules>
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<rules>
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<fullName>邮件分配给购买意向所有人</fullName>
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<actions>
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<name>SendMailToLeadOwner</name>
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<type>Alert</type>
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</actions>
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<active>true</active>
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<criteriaItems>
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<field>Lead.SendMailToOwner__c</field>
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<operation>equals</operation>
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<value>真</value>
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</criteriaItems>
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<triggerType>onCreateOnly</triggerType>
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</rules>
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<rules>
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<fullName>销售本部%EF%BC%88所有人%EF%BC%89文本更新</fullName>
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<actions>
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<name>Owner_Dep_Update</name>
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<type>FieldUpdate</type>
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</actions>
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<active>true</active>
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<formula>OR(ISNEW(), ISCHANGED( Owner_Dep__c ), NOT(ISCHANGED( Owner_Dep__c )))</formula>
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<triggerType>onAllChanges</triggerType>
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</rules>
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<tasks>
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<fullName>Not_follow_up_Sales_lead</fullName>
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<assignedToType>owner</assignedToType>
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<description>先生/女士:
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您有未跟进完毕的购买意向,请打开SalesForce"购买意向"选项卡进行跟进处理,谢谢!</description>
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<dueDateOffset>4</dueDateOffset>
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<notifyAssignee>true</notifyAssignee>
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<offsetFromField>Lead.CreatedDate</offsetFromField>
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<priority>高</priority>
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<protected>false</protected>
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<status>未着手</status>
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<subject>未跟进完毕的购买意向</subject>
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</tasks>
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</Workflow>
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