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導向客戶報價
設定您的客戶和來賓使用者使用「導向至客戶報價」建立和管理自己的報價。
誰:您的客戶 (已驗證使用者) 和具有 Experience 網站存取權的來賓 (未經驗證使用者)。
為什麼:「導向客戶報價」可讓您的客戶和來賓使用者以自己的速度建立和管理報價。這可讓他們在自家舒適的低壓環境中探索選項。此外,這可釋出您的工作人員和 CSR 來協助可能需要更多協助的客戶。
方法:將「保險自報」權限集指派給使用者設定檔,以允許存取 Experience 網站上的自報功能。

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