您位於此處:
啟動快速動作
使用流程、OmniScript 或快速動作來設定動作。您的客戶服務代表可以使用「動作啟動器」快速尋找並執行服務動作,例如上載文件。
Insurance Agent Console 上可用的快速動作包括:
-
上載文件
-
更新地址
若要深入瞭解快速動作,請參閱 Action Launcher。
您位於此處:
使用流程、OmniScript 或快速動作來設定動作。您的客戶服務代表可以使用「動作啟動器」快速尋找並執行服務動作,例如上載文件。
Insurance Agent Console 上可用的快速動作包括:
上載文件
更新地址
若要深入瞭解快速動作,請參閱 Action Launcher。

We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.