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在 Automotive Cloud 中创建财务客户
使用财务客户记录来跟踪与专属财务客户相关的汽车贷款和租赁。跟踪每笔贷款或租赁的首付金额、本金金额和利率。轻松识别过期金额和未偿金额,以便您能够及时提醒客户。在 Automotive Cloud 中,对于为车辆和其他类型的资产提供融资的贷款和租赁,您可以创建财务客户。

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使用财务客户记录来跟踪与专属财务客户相关的汽车贷款和租赁。跟踪每笔贷款或租赁的首付金额、本金金额和利率。轻松识别过期金额和未偿金额,以便您能够及时提醒客户。在 Automotive Cloud 中,对于为车辆和其他类型的资产提供融资的贷款和租赁,您可以创建财务客户。
| 适用于:Enterprise、Unlimited 和 Developer Edition |
| 所需用户权限 | |
|---|---|
| 要创建财务客户: | 使用车辆和资产财务 |
通常,您会从外部专属经销商管理系统或银行应用程序中导入财务客户交易和财务客户报表的数据。
根据页面布局上可用的字段添加其他详细信息,例如首付款金额、逾期金额、本金金额和利率。

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