您在此处:
为保险共存创建记录类型
为报价、保险单和索赔对象创建唯一记录类型,以便在数字保险工作流中使用。使用记录类型自定义记录页面,并为数字保险构建自定义自动化。
您在此处:
为报价、保险单和索赔对象创建唯一记录类型,以便在数字保险工作流中使用。使用记录类型自定义记录页面,并为数字保险构建自定义自动化。
| 适用于:具有数字保险和保险 CRM 或保险行业和保险行业扩展受管软件包的 Performance、Enterprise、Unlimited 和 Developer Edition。 |
保险受管软件包为报价和索赔对象创建这些记录类型。
| 对象 | 记录类型 |
|---|---|
| 报价 |
|
| 索赔 | P&C 个人行 |
对于数字保险,为报价、索赔和保险单对象创建唯一记录类型。确保记录类型不同于受管软件包创建的记录类型,以及您为使用受管软件包或保险 CRM 的自定义工作流创建的任何记录类型。

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