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轉介批准流程
轉介批准流程是您可在 Financial Services Cloud 中用來批准轉介的自動流程。您可以指定要批准轉介的必要步驟,以及每個步驟必須批准轉介的人員。
- 針對轉介批准者建立商機排隊
使用「Lead Queue」可讓批准者輕鬆存取需要批准的轉介。 - 建立轉介和評分的批准流程
使用「批准流程」自動化轉介的批准方式。

使用較常見的搜尋字詞。
選取較少篩選條件以擴大您的搜尋。
轉介批准流程是您可在 Financial Services Cloud 中用來批准轉介的自動流程。您可以指定要批准轉介的必要步驟,以及每個步驟必須批准轉介的人員。

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