bpm'online bank customer journey
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Consultation panel

The consultation panel is designed to facilitate the process of providing consultations to bank clients. Click the btn_com_consultation_tab.png button on the side panel to open the consultation panel.

Use the consultation panel to search the client database, select consultation themes, postpone or end the consultation, as well as view additional information about the client, such as noteworthy events, previous applications, individual offers.

Contents

Consultation panel setup

Client search

How to conduct consultations using the consultation panel

See also

Communication panel

The [Cases] section

The [Applications] section

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