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转诊审批流程
转诊审批流程是您可以在 Financial Services Cloud 中批准转诊的自动化流程。您可以指定转诊获得批准所需的步骤,以及在每个步骤中必须由谁批准。
- 为转诊批准人创建潜在客户队列
使用潜在客户队列,让批准人轻松访问需要批准的转诊。 - 创建转诊和评分的审批流程
使用审批流程自动化转诊的批准方式。

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转诊审批流程是您可以在 Financial Services Cloud 中批准转诊的自动化流程。您可以指定转诊获得批准所需的步骤,以及在每个步骤中必须由谁批准。

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