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以经销商用户身份计划车辆服务预约
作为经销商的服务管理人员,您可以代表客户计划车辆服务预约。当客户联系经销商的服务提供商时,经销商的用户可以根据客户的首选项快速预订预约。使用基于 OmniScript 的指导流直接从车辆记录页面计划服务预约。该流自动检测经销商位置,并允许您选择服务类型、帮助预约的技术人员和客户的首选时间段。

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作为经销商的服务管理人员,您可以代表客户计划车辆服务预约。当客户联系经销商的服务提供商时,经销商的用户可以根据客户的首选项快速预订预约。使用基于 OmniScript 的指导流直接从车辆记录页面计划服务预约。该流自动检测经销商位置,并允许您选择服务类型、帮助预约的技术人员和客户的首选时间段。
| 适用于:Enterprise、Unlimited 和 Developer Edition |
| 所需用户权限 | |
|---|---|
| 要安排车辆服务: | 对服务预约拥有创建访问权限 |
确保与经销商客户相关的业务简档记录已链接到服务区域。此外,确保将类别为“车辆服务”的所有必需工作类型组记录链接到该服务区域。
,然后单击计划服务预约。
您可以在车辆记录的“相关”选项卡上查看已计划、正在进行和已完成的服务预约的列表。

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