您在此处:
直接转到客户报价
设置您的客户和来宾用户,通过“直接到客户报价”创建和管理他们自己的报价。
谁:有权访问您的体验站点的客户(经过身份验证的用户)和来宾(未经身份验证的用户)。
原因:直接转到客户报价可让您的客户和来宾用户以自己的速度创建和管理报价。这使他们能够在低压环境中从自己家的舒适探索选项。此外,这将解放您的客服人员和 CSR,以帮助可能需要更多帮助的客户。
方式:将保险自助报价权限集分配给用户简档,以允许访问体验站点上的自助报价功能。

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