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\ No newline at end of file diff --git a/feishu-pages/docs.json b/feishu-pages/docs.json index 6db59adc..d49d1fb6 100644 --- a/feishu-pages/docs.json +++ b/feishu-pages/docs.json @@ -19,11 +19,11 @@ "children": [ { "depth": 2, - "title": "作業介面說明", + "title": "作業介面", "node_token": "IiHowEDhSiRwVNkSqfDcUheenSc", "parent_node_token": "P3yaw6jZHi5H0Hkp5wPc9kVrnCf", "obj_create_time": "1700005469", - "obj_edit_time": "1706869051", + "obj_edit_time": "1710151573", "obj_token": "RXBTdGYwvoA6wexdvZ6cwsvlnde", "children": [], "has_child": false, @@ -33,11 +33,11 @@ }, { "depth": 2, - "title": "權限申請操作", + "title": "權限申請", "node_token": "VgcdwsM0FiTFjLkS5YqcHZdhn1f", "parent_node_token": "P3yaw6jZHi5H0Hkp5wPc9kVrnCf", "obj_create_time": "1700005355", - "obj_edit_time": "1708940772", + "obj_edit_time": "1710151567", "obj_token": "VPMCd4QnhoD0ejx0Oxgcto8snAf", "children": [], "has_child": false, @@ -51,7 +51,7 @@ "node_token": "TPsoww4Iyij5uNkrUBhcGiaqngd", "parent_node_token": "P3yaw6jZHi5H0Hkp5wPc9kVrnCf", "obj_create_time": "1698132460", - "obj_edit_time": "1706869168", + "obj_edit_time": "1710151551", "obj_token": "VXONdPXebohqMdxKDozcWv6Ynbg", "children": [], "has_child": false, @@ -61,11 +61,11 @@ }, { "depth": 2, - "title": "工單操作說明", + "title": "工單", "node_token": "LAGyw1xzYiphIgkw0ICcX7len3f", "parent_node_token": "P3yaw6jZHi5H0Hkp5wPc9kVrnCf", "obj_create_time": "1700005309", - "obj_edit_time": "1702466501", + "obj_edit_time": "1710151561", "obj_token": "V88xda88YoOfQGxTdAGc6vvtnlP", "children": [], "has_child": false, @@ -115,7 +115,7 @@ "node_token": "T5OCwe02Cidx7UkGYYIcEFGzn7g", "parent_node_token": "POiawtmJpiKtOQkqitDc3Hu7nEf", "obj_create_time": "1707116258", - "obj_edit_time": "1709287064", + "obj_edit_time": "1710151639", "obj_token": "Cxm5djAXQolI3sxiwC9cVt3Vnf6", "children": [], "has_child": false, @@ -129,7 +129,7 @@ "node_token": "QUlww7SV3iiohxkxUb7c8CkenXd", "parent_node_token": "POiawtmJpiKtOQkqitDc3Hu7nEf", "obj_create_time": "1707116296", - "obj_edit_time": "1707206160", + "obj_edit_time": "1710151672", "obj_token": "YhivdFI6soINP4x0lhKcOqwpndd", "children": [], "has_child": false, @@ -143,7 +143,7 @@ "node_token": "BeTIwcv0Ni67ZlkGwRQcppgunWe", "parent_node_token": "POiawtmJpiKtOQkqitDc3Hu7nEf", "obj_create_time": "1707116328", - "obj_edit_time": "1709187617", + "obj_edit_time": "1710151701", "obj_token": "ZLaadhgiOoLanWxranVcnDAjnuc", "children": [], "has_child": false, @@ -172,7 +172,7 @@ "node_token": "IUnDwmQMdiBP3rkFiHGcZVkqnGf", "parent_node_token": "W1rBwke4tiwflqk90bDc9OFAnyb", "obj_create_time": "1708761205", - "obj_edit_time": "1708917847", + "obj_edit_time": "1710151715", "obj_token": "HR8td2q3koeem9xU3GHcV8EmnSh", "children": [], "has_child": false, @@ -186,7 +186,7 @@ "node_token": "PpdOww3E2iBTHWkV5kFc8Qvjnlg", "parent_node_token": "W1rBwke4tiwflqk90bDc9OFAnyb", "obj_create_time": "1708761238", - "obj_edit_time": "1708917747", + "obj_edit_time": "1710151765", "obj_token": "X9B9d3C8BoYBHHxzFUjcoxnOnkd", "children": [], "has_child": false, @@ -200,7 +200,7 @@ "node_token": "Ur8VwjlP5ioMApkOAYYcI2rlnkh", "parent_node_token": "W1rBwke4tiwflqk90bDc9OFAnyb", "obj_create_time": "1708761254", - "obj_edit_time": "1708917423", + "obj_edit_time": "1710151771", "obj_token": "KLt2d8sF2oAO1fx7tnLcByYBnAJ", "children": [], "has_child": false, @@ -223,7 +223,7 @@ "node_token": "WiA8wlqAfiWWWQkdhlicA3eJnUe", "parent_node_token": "FhuGw7gL7iINIBk2shrcITKfnTW", "obj_create_time": "1697191437", - "obj_edit_time": "1702865813", + "obj_edit_time": "1710151875", "obj_token": "VXIWdHvTAoeih3xRGGqcMqQenEc", "children": [ { @@ -232,7 +232,7 @@ "node_token": "DGHLw2dEPiPbJ8kXtZfcznylnWc", "parent_node_token": "WiA8wlqAfiWWWQkdhlicA3eJnUe", "obj_create_time": "1708761376", - "obj_edit_time": "1708917857", + "obj_edit_time": "1710151885", "obj_token": "VT2rd5Ln1ocFaMxA4wScvEi8nmf", "children": [], "has_child": false, @@ -246,7 +246,7 @@ "node_token": "BhdxwdhAbiAKubkVNprcU5pZnru", "parent_node_token": "WiA8wlqAfiWWWQkdhlicA3eJnUe", "obj_create_time": "1708761390", - "obj_edit_time": "1708916873", + "obj_edit_time": "1710151972", "obj_token": "YFUldooycoepDwxqeCtcy0TZnrg", "children": [], "has_child": false, @@ -260,7 +260,7 @@ "node_token": "QDEWwAvlCiQAOikrYpFcWuvpnwd", "parent_node_token": "WiA8wlqAfiWWWQkdhlicA3eJnUe", "obj_create_time": "1708761402", - "obj_edit_time": "1708912722", + "obj_edit_time": "1710151978", "obj_token": "HXmkd3EwbosRBRx8OFBcSOFcnZC", "children": [], "has_child": false, @@ -270,9 +270,6 @@ } ], "has_child": true, - "meta": { - "slug": "account" - }, "slug": "WiA8wlqAfiWWWQkdhlicA3eJnUe", "position": 2, "filename": "WiA8wlqAfiWWWQkdhlicA3eJnUe.md" @@ -292,7 +289,7 @@ "node_token": "JImhwLPQSiO84eke5eocqUQrndb", "parent_node_token": "OYaGwqmXIi0yhTkzQmBcvJnbnng", "obj_create_time": "1707204147", - "obj_edit_time": "1707209270", + "obj_edit_time": "1710152003", "obj_token": "RSUrd9a9eo6g9wxjBxuc5ehanMe", "children": [], "has_child": false, @@ -306,7 +303,7 @@ "node_token": "YDaFw1D0hiFjLRkw7GDcGuzbnod", "parent_node_token": "OYaGwqmXIi0yhTkzQmBcvJnbnng", "obj_create_time": "1707204184", - "obj_edit_time": "1709187767", + "obj_edit_time": "1710152019", "obj_token": "KC7xd4ST7oirFbxGJEccYt5Snnc", "children": [], "has_child": false, @@ -1985,19 +1982,5 @@ "slug": "XhZdwsgDriSeekkM5uLcDz3wnzb", "position": 1, "filename": "XhZdwsgDriSeekkM5uLcDz3wnzb.md" - }, - { - "depth": 0, - "title": "", - "node_token": "ATcPwwXVXiNzkSkT5T0cU0r5nbC", - "parent_node_token": "", - "obj_create_time": "1708174504", - "obj_edit_time": "1708174504", - "obj_token": "Xn7wdcQXVovYXgxl8tGcrmXcn8b", - "children": [], - "has_child": false, - "slug": "ATcPwwXVXiNzkSkT5T0cU0r5nbC", - "position": 3, - "filename": "ATcPwwXVXiNzkSkT5T0cU0r5nbC.md" } ] \ No newline at end of file diff --git a/feishu-pages/docs/BeTIwcv0Ni67ZlkGwRQcppgunWe.md b/feishu-pages/docs/BeTIwcv0Ni67ZlkGwRQcppgunWe.md index bd588f10..cdb70f01 100644 --- a/feishu-pages/docs/BeTIwcv0Ni67ZlkGwRQcppgunWe.md +++ b/feishu-pages/docs/BeTIwcv0Ni67ZlkGwRQcppgunWe.md @@ -7,15 +7,15 @@ sidebar_position: 2 # 系統介紹 -# 概述 +## 概述 Whale CRM 系統支持券商對名下客戶的全生命週期進行管理和跟進,支持券商在線高效地推進一個客戶從新用戶到有效戶的轉化。 CRM 系統包括任務跟進、看板管理、客戶池、今日完成、客戶經理管理等模塊。 -# 菜单介绍 +## 菜单介绍 -## 任務 +### 任務 **路径:**客戶管理系統 > CRM >任務 @@ -43,7 +43,7 @@ CRM 系統包括任務跟進、看板管理、客戶池、今日完成、客戶 -## 看板 +### 看板 **路径:**客戶管理系統 > CRM > 看板 @@ -67,7 +67,7 @@ CRM 系統包括任務跟進、看板管理、客戶池、今日完成、客戶 slug: crm-kehuchi ``` -## 客户池 +### 客户池 **路径:**客戶管理系統 > CRM > 客戶池 @@ -83,7 +83,7 @@ slug: crm-kehuchi -## 今日完成 +### 今日完成 **路径:**客戶管理系統 > CRM > 今日完成 @@ -103,7 +103,7 @@ slug: crm-kehuchi -## 客户经理 +### 客户经理 **路径:**客戶管理系統 > CRM > 客戶經理 diff --git a/feishu-pages/docs/BhdxwdhAbiAKubkVNprcU5pZnru.md b/feishu-pages/docs/BhdxwdhAbiAKubkVNprcU5pZnru.md index af417013..32fbda58 100644 --- a/feishu-pages/docs/BhdxwdhAbiAKubkVNprcU5pZnru.md +++ b/feishu-pages/docs/BhdxwdhAbiAKubkVNprcU5pZnru.md @@ -7,12 +7,10 @@ sidebar_position: 1 # 快速上手 -# 概述 +## 概述 Whale 的賬戶管理模塊提供了對客戶賬戶的綜合管理和操作功能,幫助管理人員進行賬戶相關的管理工作。 -# 快速上手 - ## 前置條件 您需要獲取以下授權後方可正常使用系統功能 diff --git a/feishu-pages/docs/DGHLw2dEPiPbJ8kXtZfcznylnWc.md b/feishu-pages/docs/DGHLw2dEPiPbJ8kXtZfcznylnWc.md index d54735b7..c9b9dd73 100644 --- a/feishu-pages/docs/DGHLw2dEPiPbJ8kXtZfcznylnWc.md +++ b/feishu-pages/docs/DGHLw2dEPiPbJ8kXtZfcznylnWc.md @@ -7,11 +7,11 @@ sidebar_position: 0 # 業務介紹 -# 概述 +## 概述 賬戶管理模塊提供了對客戶賬戶的綜合管理和操作功能,幫助管理人員進行賬戶信息的查詢、權限管理、BCAN碼管理、工單處理和操作記錄查詢等。這些功能有助于提高賬戶管理的效率和准確性,並爲客戶提供更好的服務體驗。 -# 主要功能 +## 主要功能 1. 賬戶列表: - 可查詢賬戶的狀態、賬戶信息和相關權限。 diff --git a/feishu-pages/docs/IUnDwmQMdiBP3rkFiHGcZVkqnGf.md b/feishu-pages/docs/IUnDwmQMdiBP3rkFiHGcZVkqnGf.md index 05f6c85c..6e811335 100644 --- a/feishu-pages/docs/IUnDwmQMdiBP3rkFiHGcZVkqnGf.md +++ b/feishu-pages/docs/IUnDwmQMdiBP3rkFiHGcZVkqnGf.md @@ -7,11 +7,11 @@ sidebar_position: 0 # 業務介紹 -# 概述 +## 概述 證券後台KYC審核是指證券公司在進行客戶管理和交易監管過程中,對客戶身份和風險進行核實和評估的業務流程。 -# kyc步驟 +## KYC 步驟 券商在後台審核客戶提交的開戶申請時,通常會進行以下壹系列的操作和流程,以確保申請的合規性和准確性。 diff --git a/feishu-pages/docs/IiHowEDhSiRwVNkSqfDcUheenSc.md b/feishu-pages/docs/IiHowEDhSiRwVNkSqfDcUheenSc.md index f635a60f..77b423b0 100644 --- a/feishu-pages/docs/IiHowEDhSiRwVNkSqfDcUheenSc.md +++ b/feishu-pages/docs/IiHowEDhSiRwVNkSqfDcUheenSc.md @@ -1,11 +1,11 @@ --- -title: 作業介面說明 +title: 作業介面 slug: IiHowEDhSiRwVNkSqfDcUheenSc sidebar_position: 0 --- -# 作業介面說明 +# 作業介面 Whale 針對單元作業 也提供基礎體驗優化,以下是常見的一些設計操作: diff --git a/feishu-pages/docs/JImhwLPQSiO84eke5eocqUQrndb.md b/feishu-pages/docs/JImhwLPQSiO84eke5eocqUQrndb.md index 0745fede..75a87f5d 100644 --- a/feishu-pages/docs/JImhwLPQSiO84eke5eocqUQrndb.md +++ b/feishu-pages/docs/JImhwLPQSiO84eke5eocqUQrndb.md @@ -7,12 +7,10 @@ sidebar_position: 0 # 快速上手 -# 概述 +## 概述 Whale 帮助中心主要支持各類面向客戶的文章內容的創建和管理,包括幫助文檔、常見問題、行情內容、股票市場、活動規則等。支持券商自定義文章類別和文章內容的維護。 -# 快速上手 - ## 前置條件 您需要獲取以下授權後方可正常使用系統功能 diff --git a/feishu-pages/docs/LAGyw1xzYiphIgkw0ICcX7len3f.md b/feishu-pages/docs/LAGyw1xzYiphIgkw0ICcX7len3f.md index 67062922..19547cf0 100644 --- a/feishu-pages/docs/LAGyw1xzYiphIgkw0ICcX7len3f.md +++ b/feishu-pages/docs/LAGyw1xzYiphIgkw0ICcX7len3f.md @@ -1,11 +1,11 @@ --- -title: 工單操作說明 +title: 工單 slug: getting-started sidebar_position: 3 --- -# 工單操作說明 +# 工單 Whale 系統是支持系統工單的新建與審批,每個用戶在登入時,可以方便地在系統右上審批圖像上,看到新通知的工單數量,點擊後,可以看到待處理的工單清單 diff --git a/feishu-pages/docs/PpdOww3E2iBTHWkV5kFc8Qvjnlg.md b/feishu-pages/docs/PpdOww3E2iBTHWkV5kFc8Qvjnlg.md index ffc395ea..0ee29f34 100644 --- a/feishu-pages/docs/PpdOww3E2iBTHWkV5kFc8Qvjnlg.md +++ b/feishu-pages/docs/PpdOww3E2iBTHWkV5kFc8Qvjnlg.md @@ -7,13 +7,13 @@ sidebar_position: 1 # 快速上手 -# 概述 +## 概述 Whale KYC 系統支持處理客戶的開戶資料相關的流程,包括 開戶資料審核、開戶資料修改等流程管理。 -# 快速上手 +## 快速上手 -## 前置條件 +### 前置條件 您需要獲取以下授權後方可正常使用系統功能 @@ -30,7 +30,7 @@ Whale KYC 系統支持處理客戶的開戶資料相關的流程,包括 開戶 -## 開戶審核 +### 開戶審核 **步驟一:查看開戶列表** @@ -65,7 +65,7 @@ Whale KYC 系統支持處理客戶的開戶資料相關的流程,包括 開戶 -## 開戶資料修改 +### 開戶資料修改 **步驟一:找到修改位置** @@ -89,7 +89,7 @@ Whale KYC 系統支持處理客戶的開戶資料相關的流程,包括 開戶 -## 開戶資料錄入 +### 開戶資料錄入 @@ -97,13 +97,13 @@ Whale KYC 系統支持處理客戶的開戶資料相關的流程,包括 開戶 -##### 第一步:選擇開戶類型 +#### 第一步:選擇開戶類型 開戶類型分為 3 個步驟:選擇客戶/新建客戶、選擇客戶類型、選擇客戶國籍 選擇客戶/新建客戶 -##### **第二步**:上傳身份證件 +#### **第二步**:上傳身份證件 分為 3 種類型客戶: @@ -120,7 +120,7 @@ Whale KYC 系統支持處理客戶的開戶資料相關的流程,包括 開戶 3. 如用戶選擇否,需上傳其他身份證 -##### **第三步**:上傳地址證明 +#### **第三步**:上傳地址證明 分為 2 種類型客戶: @@ -133,7 +133,7 @@ Whale KYC 系統支持處理客戶的開戶資料相關的流程,包括 開戶 1. 需上傳居住地址證明 -##### **第四步**:填寫各類基礎信息 +#### **第四步**:填寫各類基礎信息 主要是包含 職業資訊、納稅資訊、電子郵箱等信息。其中, @@ -143,15 +143,15 @@ Whale KYC 系統支持處理客戶的開戶資料相關的流程,包括 開戶 填寫聯繫手機號,多個客戶可使用相同的聯繫手機號 -##### **第五步**:填寫資產投資信息 +#### **第五步**:填寫資產投資信息 -##### **第六步**:合規資訊確認 +#### **第六步**:合規資訊確認 -##### **第七步**:確認資訊 +#### **第七步**:確認資訊 系統會按: 身份證件/個人基礎信息/職業信息/資產投資信息/合規信息確認/關聯賬戶信息 等區塊排列,將客戶資料展示出來,方便按確認填寫訊息 @@ -161,7 +161,7 @@ Whale KYC 系統支持處理客戶的開戶資料相關的流程,包括 開戶 -##### **第八步**:選擇帳戶類型、上傳開戶文件 +#### **第八步**:選擇帳戶類型、上傳開戶文件 上傳開戶文件及自定義文件: diff --git a/feishu-pages/docs/QDEWwAvlCiQAOikrYpFcWuvpnwd.md b/feishu-pages/docs/QDEWwAvlCiQAOikrYpFcWuvpnwd.md index ddded5fd..5db02d0e 100644 --- a/feishu-pages/docs/QDEWwAvlCiQAOikrYpFcWuvpnwd.md +++ b/feishu-pages/docs/QDEWwAvlCiQAOikrYpFcWuvpnwd.md @@ -7,7 +7,7 @@ sidebar_position: 2 # 系統介紹 -# 概述 +## 概述 賬戶管理模塊提供了對客戶賬戶的綜合管理和操作功能,幫助管理人員進行賬戶信息的查詢、權限管理、BCAN碼管理、工單處理和操作記錄查詢等。這些功能有助于提高賬戶管理的效率和准確性,並爲客戶提供更好的服務體驗。 diff --git a/feishu-pages/docs/QUlww7SV3iiohxkxUb7c8CkenXd.md b/feishu-pages/docs/QUlww7SV3iiohxkxUb7c8CkenXd.md index e2257dbf..81a7b3ae 100644 --- a/feishu-pages/docs/QUlww7SV3iiohxkxUb7c8CkenXd.md +++ b/feishu-pages/docs/QUlww7SV3iiohxkxUb7c8CkenXd.md @@ -7,15 +7,15 @@ sidebar_position: 1 # 快速上手 -# 概述 +## 概述 Whale CRM 系統支持券商對名下客戶的全生命週期進行管理和跟進,支持券商在線推進一個客戶從新用戶到有效戶的轉化。包括客戶池、任務跟進、看板管理、今日完成、客戶經理等。 通過細分的業務狀態、拆分任務等方式,來幫助客戶經理更好的進行 CRM 的 推進工作,實現客戶的高效轉化。 -# 快速上手 +## 快速上手 -## 前置條件 +### 前置條件 您需要獲取以下授權後方可正常使用系統功能 @@ -33,7 +33,7 @@ Whale CRM 系統支持券商對名下客戶的全生命週期進行管理和跟 -## 配置『客戶經理』 +### 配置『客戶經理』 為了更好的服務每一個客戶,需要將客戶分配到不同的客戶經理名下,方便客戶經理進行跟進。 @@ -45,7 +45,7 @@ Whale CRM 系統支持券商對名下客戶的全生命週期進行管理和跟 -## 『客戶池』分配客戶經理 +### 『客戶池』分配客戶經理 客戶池匯總了所有註冊成功的客戶,支持針對不同的客戶進行【分配客經】、【批量備註】和【導出】的操作 @@ -61,7 +61,7 @@ Whale CRM 系統支持券商對名下客戶的全生命週期進行管理和跟 -## 客戶經理在『看板』跟進客戶 +### 客戶經理在『看板』跟進客戶 為客戶經理分配好客戶後,客戶經理可在看板列表查看自己負責的客戶群體,並在該列表進行客戶的基本信息、資產/交易、邀請關係等信息,並進行跟進記錄。 @@ -81,7 +81,7 @@ Whale CRM 系統支持券商對名下客戶的全生命週期進行管理和跟 -## 『任務』跟進 +### 『任務』跟進 任務列表,在客戶已經分配的情況下,若客戶的客戶、入金等行為有變化,系統將自動創建任務提醒客戶經理跟進。 @@ -107,7 +107,7 @@ Whale CRM 系統支持券商對名下客戶的全生命週期進行管理和跟 -## 查看『今日完成』 +### 查看『今日完成』 客戶經理在今日完成列表,可通過多種維度的圖文展示,來查看自己今日跟進的客戶數據和進展。今日完成列表主要展示客戶進展、每日跟進、我的日報三個維度的信息。 diff --git a/feishu-pages/docs/SUMMARY.md b/feishu-pages/docs/SUMMARY.md index 50856371..61893869 100644 --- a/feishu-pages/docs/SUMMARY.md +++ b/feishu-pages/docs/SUMMARY.md @@ -7,10 +7,10 @@ - [whale帮助文档 2.0 任务进展](GmOnw0V9wihqLNkXjuccvBmAn0e.md) - [繁體中文](XhZdwsgDriSeekkM5uLcDz3wnzb.md) - [快速上手](P3yaw6jZHi5H0Hkp5wPc9kVrnCf.md) - - [作業介面說明](IiHowEDhSiRwVNkSqfDcUheenSc.md) - - [權限申請操作](VgcdwsM0FiTFjLkS5YqcHZdhn1f.md) + - [作業介面](IiHowEDhSiRwVNkSqfDcUheenSc.md) + - [權限申請](VgcdwsM0FiTFjLkS5YqcHZdhn1f.md) - [全局搜索](TPsoww4Iyij5uNkrUBhcGiaqngd.md) - - [工單操作說明](LAGyw1xzYiphIgkw0ICcX7len3f.md) + - [工單](LAGyw1xzYiphIgkw0ICcX7len3f.md) - [使用指南](DokowCMGEirZERkadBacb92EnAh.md) - [客户管理系统(CRM)](FhuGw7gL7iINIBk2shrcITKfnTW.md) - [CRM](POiawtmJpiKtOQkqitDc3Hu7nEf.md) @@ -174,4 +174,3 @@ - [Release Notes](Cn7Wws0goic2tDkpXpJcwagUnXb.md) - [Whale Console](E5L0wVGoPic5ejk7Ra4crCYWnsh.md) - [WTT](KPDMwlRsZigBnKkB8NycuV31n4d.md) -- [](ATcPwwXVXiNzkSkT5T0cU0r5nbC.md) diff --git a/feishu-pages/docs/T5OCwe02Cidx7UkGYYIcEFGzn7g.md b/feishu-pages/docs/T5OCwe02Cidx7UkGYYIcEFGzn7g.md index c3e5ca3a..8f9f60f6 100644 --- a/feishu-pages/docs/T5OCwe02Cidx7UkGYYIcEFGzn7g.md +++ b/feishu-pages/docs/T5OCwe02Cidx7UkGYYIcEFGzn7g.md @@ -7,7 +7,7 @@ sidebar_position: 0 # 業務介紹 -# CRM 流程 +## CRM 流程 整個 CRM 的作業流程如下圖所示: diff --git a/feishu-pages/docs/TPsoww4Iyij5uNkrUBhcGiaqngd.md b/feishu-pages/docs/TPsoww4Iyij5uNkrUBhcGiaqngd.md index d4429dd8..ad8a277c 100644 --- a/feishu-pages/docs/TPsoww4Iyij5uNkrUBhcGiaqngd.md +++ b/feishu-pages/docs/TPsoww4Iyij5uNkrUBhcGiaqngd.md @@ -7,7 +7,7 @@ sidebar_position: 2 # 全局搜索 -Whale 提供兩種 全局搜索 Tab 功能: **搜索作業功能 **與 **搜索客戶** +Whale 提供兩種 全局搜索 Tab 功能: **搜索作業功能 **與 **搜索客戶** diff --git a/feishu-pages/docs/Ur8VwjlP5ioMApkOAYYcI2rlnkh.md b/feishu-pages/docs/Ur8VwjlP5ioMApkOAYYcI2rlnkh.md index 770a92a0..30b6b076 100644 --- a/feishu-pages/docs/Ur8VwjlP5ioMApkOAYYcI2rlnkh.md +++ b/feishu-pages/docs/Ur8VwjlP5ioMApkOAYYcI2rlnkh.md @@ -7,7 +7,7 @@ sidebar_position: 2 # 系統介紹 -# 概述 +## 概述 KYC 流程通常涉及不同的人員和審核步驟,以確保客戶的身份真實、資金來源合法,並評估其風險承受能力。 diff --git a/feishu-pages/docs/VgcdwsM0FiTFjLkS5YqcHZdhn1f.md b/feishu-pages/docs/VgcdwsM0FiTFjLkS5YqcHZdhn1f.md index f18f3aad..e0420a06 100644 --- a/feishu-pages/docs/VgcdwsM0FiTFjLkS5YqcHZdhn1f.md +++ b/feishu-pages/docs/VgcdwsM0FiTFjLkS5YqcHZdhn1f.md @@ -1,11 +1,11 @@ --- -title: 權限申請操作 +title: 權限申請 slug: VgcdwsM0FiTFjLkS5YqcHZdhn1f sidebar_position: 1 --- -# 權限申請操作 +# 權限申請 ### 權限策略模式 diff --git a/feishu-pages/docs/WiA8wlqAfiWWWQkdhlicA3eJnUe.md b/feishu-pages/docs/WiA8wlqAfiWWWQkdhlicA3eJnUe.md index 2a5a1a92..3d4374b8 100644 --- a/feishu-pages/docs/WiA8wlqAfiWWWQkdhlicA3eJnUe.md +++ b/feishu-pages/docs/WiA8wlqAfiWWWQkdhlicA3eJnUe.md @@ -1,6 +1,6 @@ --- title: 賬戶管理 -slug: account +slug: WiA8wlqAfiWWWQkdhlicA3eJnUe sidebar_position: 2 --- diff --git a/feishu-pages/docs/YDaFw1D0hiFjLRkw7GDcGuzbnod.md b/feishu-pages/docs/YDaFw1D0hiFjLRkw7GDcGuzbnod.md index 9ea06149..c435a51c 100644 --- a/feishu-pages/docs/YDaFw1D0hiFjLRkw7GDcGuzbnod.md +++ b/feishu-pages/docs/YDaFw1D0hiFjLRkw7GDcGuzbnod.md @@ -7,14 +7,12 @@ sidebar_position: 1 # 系統介紹 -# 概述 +## 概述 Whale 帮助中心主要支持各類面向客戶的文章內容的創建和管理,包括幫助文檔、常見問題、行情內容、股票市場、活動規則等。支持券商自定義文章類別和文章內容的維護。 幫助中心包含了文章類別和文章兩個部分。 -# 菜单介绍 - ## 文章 文章列表,支持文檔的創建、編輯、隱藏/顯示、刪除等功能 diff --git a/locales/zh-CN/docs/BeTIwcv0Ni67ZlkGwRQcppgunWe.md b/locales/zh-CN/docs/BeTIwcv0Ni67ZlkGwRQcppgunWe.md index e5896898..5cba8c6e 100644 --- a/locales/zh-CN/docs/BeTIwcv0Ni67ZlkGwRQcppgunWe.md +++ b/locales/zh-CN/docs/BeTIwcv0Ni67ZlkGwRQcppgunWe.md @@ -7,15 +7,15 @@ sidebar_position: 2 # 系统介绍 -# 概述 +## 概述 Whale CRM 系统支持券商对名下客户的全生命周期进行管理和跟进,支持券商在线高效地推进一个客户从新用户到有效户的转化。 CRM 系统包括任务跟进、看板管理、客户池、今日完成、客户经理管理等模块。 -# 菜单介绍 +## 菜单介绍 -## 任务 +### 任务 **路径:**客户管理系统 > CRM >任务 @@ -43,7 +43,7 @@ CRM 系统包括任务跟进、看板管理、客户池、今日完成、客户 -## 看板 +### 看板 **路径:**客户管理系统 > CRM > 看板 @@ -67,7 +67,7 @@ CRM 系统包括任务跟进、看板管理、客户池、今日完成、客户 slug: crm-kehuchi ``` -## 客户池 +### 客户池 **路径:**客户管理系统 > CRM > 客户池 @@ -83,7 +83,7 @@ slug: crm-kehuchi -## 今日完成 +### 今日完成 **路径:**客户管理系统 > CRM > 今日完成 @@ -103,7 +103,7 @@ slug: crm-kehuchi -## 客户经理 +### 客户经理 **路径:**客户管理系统 > CRM > 客户经理 diff --git a/locales/zh-CN/docs/BhdxwdhAbiAKubkVNprcU5pZnru.md b/locales/zh-CN/docs/BhdxwdhAbiAKubkVNprcU5pZnru.md index eaa9b172..ca4ed09a 100644 --- a/locales/zh-CN/docs/BhdxwdhAbiAKubkVNprcU5pZnru.md +++ b/locales/zh-CN/docs/BhdxwdhAbiAKubkVNprcU5pZnru.md @@ -7,12 +7,10 @@ sidebar_position: 1 # 快速上手 -# 概述 +## 概述 Whale 的账户管理模块提供了对客户账户的综合管理和操作功能,帮助管理人员进行账户相关的管理工作。 -# 快速上手 - ## 前置条件 您需要获取以下授权后方可正常使用系统功能 diff --git a/locales/zh-CN/docs/DGHLw2dEPiPbJ8kXtZfcznylnWc.md b/locales/zh-CN/docs/DGHLw2dEPiPbJ8kXtZfcznylnWc.md index f0f7302e..1f25f82a 100644 --- a/locales/zh-CN/docs/DGHLw2dEPiPbJ8kXtZfcznylnWc.md +++ b/locales/zh-CN/docs/DGHLw2dEPiPbJ8kXtZfcznylnWc.md @@ -7,11 +7,11 @@ sidebar_position: 0 # 业务介绍 -# 概述 +## 概述 账户管理模块提供了对客户账户的综合管理和操作功能,帮助管理人员进行账户信息的查询、权限管理、BCAN 码管理、工单处理和操作记录查询等。这些功能有助于提高账户管理的效率和准确性,并为客户提供更好的服务体验。 -# 主要功能 +## 主要功能 1. 账户列表: - 可查询账户的状态、账户信息和相关权限。 diff --git a/locales/zh-CN/docs/IUnDwmQMdiBP3rkFiHGcZVkqnGf.md b/locales/zh-CN/docs/IUnDwmQMdiBP3rkFiHGcZVkqnGf.md index d2b25221..ce0b7872 100644 --- a/locales/zh-CN/docs/IUnDwmQMdiBP3rkFiHGcZVkqnGf.md +++ b/locales/zh-CN/docs/IUnDwmQMdiBP3rkFiHGcZVkqnGf.md @@ -7,11 +7,11 @@ sidebar_position: 0 # 业务介绍 -# 概述 +## 概述 证券后台 KYC 审核是指证券公司在进行客户管理和交易监管过程中,对客户身份和风险进行核实和评估的业务流程。 -# kyc 步骤 +## KYC 步骤 券商在后台审核客户提交的开户申请时,通常会进行以下壹系列的操作和流程,以确保申请的合规性和准确性。 diff --git a/locales/zh-CN/docs/IiHowEDhSiRwVNkSqfDcUheenSc.md b/locales/zh-CN/docs/IiHowEDhSiRwVNkSqfDcUheenSc.md index efc1893b..d07b6d18 100644 --- a/locales/zh-CN/docs/IiHowEDhSiRwVNkSqfDcUheenSc.md +++ b/locales/zh-CN/docs/IiHowEDhSiRwVNkSqfDcUheenSc.md @@ -1,11 +1,11 @@ --- -title: 作业介面说明 +title: 作业介面 slug: IiHowEDhSiRwVNkSqfDcUheenSc sidebar_position: 0 --- -# 作业介面说明 +# 作业介面 Whale 针对单元作业 也提供基础体验优化,以下是常见的一些设计操作: diff --git a/locales/zh-CN/docs/JImhwLPQSiO84eke5eocqUQrndb.md b/locales/zh-CN/docs/JImhwLPQSiO84eke5eocqUQrndb.md index ae2faa7a..04a7584d 100644 --- a/locales/zh-CN/docs/JImhwLPQSiO84eke5eocqUQrndb.md +++ b/locales/zh-CN/docs/JImhwLPQSiO84eke5eocqUQrndb.md @@ -7,12 +7,10 @@ sidebar_position: 0 # 快速上手 -# 概述 +## 概述 Whale 帮助中心主要支持各类面向客户的文章内容的创建和管理,包括帮助文档、常见问题、行情内容、股票市场、活动规则等。支持券商自定义文章类别和文章内容的维护。 -# 快速上手 - ## 前置条件 您需要获取以下授权后方可正常使用系统功能 diff --git a/locales/zh-CN/docs/LAGyw1xzYiphIgkw0ICcX7len3f.md b/locales/zh-CN/docs/LAGyw1xzYiphIgkw0ICcX7len3f.md index f28c4d79..ae549208 100644 --- a/locales/zh-CN/docs/LAGyw1xzYiphIgkw0ICcX7len3f.md +++ b/locales/zh-CN/docs/LAGyw1xzYiphIgkw0ICcX7len3f.md @@ -1,11 +1,11 @@ --- -title: 工单操作说明 +title: 工单 slug: getting-started sidebar_position: 3 --- -# 工单操作说明 +# 工单 Whale 系统是支持系统工单的新建与审批,每个用户在登入时,可以方便地在系统右上审批图像上,看到新通知的工单数量,点击后,可以看到待处理的工单清单 diff --git a/locales/zh-CN/docs/PpdOww3E2iBTHWkV5kFc8Qvjnlg.md b/locales/zh-CN/docs/PpdOww3E2iBTHWkV5kFc8Qvjnlg.md index 89ff3fd2..a99d7431 100644 --- a/locales/zh-CN/docs/PpdOww3E2iBTHWkV5kFc8Qvjnlg.md +++ b/locales/zh-CN/docs/PpdOww3E2iBTHWkV5kFc8Qvjnlg.md @@ -7,13 +7,13 @@ sidebar_position: 1 # 快速上手 -# 概述 +## 概述 Whale KYC 系统支持处理客户的开户资料相关的流程,包括 开户资料审核、开户资料修改等流程管理。 -# 快速上手 +## 快速上手 -## 前置条件 +### 前置条件 您需要获取以下授权后方可正常使用系统功能 @@ -30,7 +30,7 @@ Whale KYC 系统支持处理客户的开户资料相关的流程,包括 开户 -## 开户审核 +### 开户审核 **步骤一:查看开户列表** @@ -65,7 +65,7 @@ Whale KYC 系统支持处理客户的开户资料相关的流程,包括 开户 -## 开户资料修改 +### 开户资料修改 **步骤一:找到修改位置** @@ -89,7 +89,7 @@ Whale KYC 系统支持处理客户的开户资料相关的流程,包括 开户 -## 开户资料录入 +### 开户资料录入 @@ -97,13 +97,13 @@ Whale KYC 系统支持处理客户的开户资料相关的流程,包括 开户 -##### 第一步:选择开户类型 +#### 第一步:选择开户类型 开户类型分为 3 个步骤:选择客户/新建客户、选择客户类型、选择客户国籍 选择客户/新建客户 -##### **第二步**:上传身份证件 +#### **第二步**:上传身份证件 分为 3 种类型客户: @@ -120,7 +120,7 @@ Whale KYC 系统支持处理客户的开户资料相关的流程,包括 开户 3. 如用户选择否,需上传其他身份证 -##### **第三步**:上传地址证明 +#### **第三步**:上传地址证明 分为 2 种类型客户: @@ -133,7 +133,7 @@ Whale KYC 系统支持处理客户的开户资料相关的流程,包括 开户 1. 需上传居住地址证明 -##### **第四步**:填写各类基础信息 +#### **第四步**:填写各类基础信息 主要是包含 职业资讯、纳税资讯、电子邮箱等信息。其中, @@ -143,15 +143,15 @@ Whale KYC 系统支持处理客户的开户资料相关的流程,包括 开户 填写联系手机号,多个客户可使用相同的联系手机号 -##### **第五步**:填写资产投资信息 +#### **第五步**:填写资产投资信息 -##### **第六步**:合规资讯确认 +#### **第六步**:合规资讯确认 -##### **第七步**:确认资讯 +#### **第七步**:确认资讯 系统会按:身份证件/个人基础信息/职业信息/资产投资信息/合规信息确认/关联账户信息 等区块排列,将客户资料展示出来,方便按确认填写讯息 @@ -161,7 +161,7 @@ Whale KYC 系统支持处理客户的开户资料相关的流程,包括 开户 -##### **第八步**:选择帐户类型、上传开户文件 +#### **第八步**:选择帐户类型、上传开户文件 上传开户文件及自定义文件: diff --git a/locales/zh-CN/docs/QDEWwAvlCiQAOikrYpFcWuvpnwd.md b/locales/zh-CN/docs/QDEWwAvlCiQAOikrYpFcWuvpnwd.md index 862f074f..2781a58d 100644 --- a/locales/zh-CN/docs/QDEWwAvlCiQAOikrYpFcWuvpnwd.md +++ b/locales/zh-CN/docs/QDEWwAvlCiQAOikrYpFcWuvpnwd.md @@ -7,7 +7,7 @@ sidebar_position: 2 # 系统介绍 -# 概述 +## 概述 账户管理模块提供了对客户账户的综合管理和操作功能,帮助管理人员进行账户信息的查询、权限管理、BCAN 码管理、工单处理和操作记录查询等。这些功能有助于提高账户管理的效率和准确性,并为客户提供更好的服务体验。 diff --git a/locales/zh-CN/docs/QUlww7SV3iiohxkxUb7c8CkenXd.md b/locales/zh-CN/docs/QUlww7SV3iiohxkxUb7c8CkenXd.md index 87ac8bd5..e070fc17 100644 --- a/locales/zh-CN/docs/QUlww7SV3iiohxkxUb7c8CkenXd.md +++ b/locales/zh-CN/docs/QUlww7SV3iiohxkxUb7c8CkenXd.md @@ -7,15 +7,15 @@ sidebar_position: 1 # 快速上手 -# 概述 +## 概述 Whale CRM 系统支持券商对名下客户的全生命周期进行管理和跟进,支持券商在线推进一个客户从新用户到有效户的转化。包括客户池、任务跟进、看板管理、今日完成、客户经理等。 通过细分的业务状态、拆分任务等方式,来帮助客户经理更好的进行 CRM 的 推进工作,实现客户的高效转化。 -# 快速上手 +## 快速上手 -## 前置条件 +### 前置条件 您需要获取以下授权后方可正常使用系统功能 @@ -33,7 +33,7 @@ Whale CRM 系统支持券商对名下客户的全生命周期进行管理和跟 -## 配置『客户经理』 +### 配置『客户经理』 为了更好的服务每一个客户,需要将客户分配到不同的客户经理名下,方便客户经理进行跟进。 @@ -45,7 +45,7 @@ Whale CRM 系统支持券商对名下客户的全生命周期进行管理和跟 -## 『客户池』分配客户经理 +### 『客户池』分配客户经理 客户池汇总了所有注册成功的客户,支持针对不同的客户进行【分配客经】、【批量备注】和【导出】的操作 @@ -61,7 +61,7 @@ Whale CRM 系统支持券商对名下客户的全生命周期进行管理和跟 -## 客户经理在『看板』跟进客户 +### 客户经理在『看板』跟进客户 为客户经理分配好客户后,客户经理可在看板列表查看自己负责的客户群体,并在该列表进行客户的基本信息、资产/交易、邀请关系等信息,并进行跟进记录。 @@ -81,7 +81,7 @@ Whale CRM 系统支持券商对名下客户的全生命周期进行管理和跟 -## 『任务』跟进 +### 『任务』跟进 任务列表,在客户已经分配的情况下,若客户的客户、入金等行为有变化,系统将自动创建任务提醒客户经理跟进。 @@ -107,7 +107,7 @@ Whale CRM 系统支持券商对名下客户的全生命周期进行管理和跟 -## 查看『今日完成』 +### 查看『今日完成』 客户经理在今日完成列表,可通过多种维度的图文展示,来查看自己今日跟进的客户数据和进展。今日完成列表主要展示客户进展、每日跟进、我的日报三个维度的信息。 diff --git a/locales/zh-CN/docs/SUMMARY.md b/locales/zh-CN/docs/SUMMARY.md index 7ac2772a..e801fd7e 100644 --- a/locales/zh-CN/docs/SUMMARY.md +++ b/locales/zh-CN/docs/SUMMARY.md @@ -7,10 +7,10 @@ - [whale 帮助文档 2.0 任务进展](GmOnw0V9wihqLNkXjuccvBmAn0e.md) - [繁体中文](XhZdwsgDriSeekkM5uLcDz3wnzb.md) - [快速上手](P3yaw6jZHi5H0Hkp5wPc9kVrnCf.md) - - [作业介面说明](IiHowEDhSiRwVNkSqfDcUheenSc.md) - - [权限申请操作](VgcdwsM0FiTFjLkS5YqcHZdhn1f.md) + - [作业介面](IiHowEDhSiRwVNkSqfDcUheenSc.md) + - [权限申请](VgcdwsM0FiTFjLkS5YqcHZdhn1f.md) - [全局搜索](TPsoww4Iyij5uNkrUBhcGiaqngd.md) - - [工单操作说明](LAGyw1xzYiphIgkw0ICcX7len3f.md) + - [工单](LAGyw1xzYiphIgkw0ICcX7len3f.md) - [使用指南](DokowCMGEirZERkadBacb92EnAh.md) - [客户管理系统(CRM)](FhuGw7gL7iINIBk2shrcITKfnTW.md) - [CRM](POiawtmJpiKtOQkqitDc3Hu7nEf.md) @@ -174,4 +174,3 @@ - [Release Notes](Cn7Wws0goic2tDkpXpJcwagUnXb.md) - [Whale Console](E5L0wVGoPic5ejk7Ra4crCYWnsh.md) - [WTT](KPDMwlRsZigBnKkB8NycuV31n4d.md) -- [](ATcPwwXVXiNzkSkT5T0cU0r5nbC.md) diff --git a/locales/zh-CN/docs/T5OCwe02Cidx7UkGYYIcEFGzn7g.md b/locales/zh-CN/docs/T5OCwe02Cidx7UkGYYIcEFGzn7g.md index c0ff502a..8d2f590f 100644 --- a/locales/zh-CN/docs/T5OCwe02Cidx7UkGYYIcEFGzn7g.md +++ b/locales/zh-CN/docs/T5OCwe02Cidx7UkGYYIcEFGzn7g.md @@ -7,7 +7,7 @@ sidebar_position: 0 # 业务介绍 -# CRM 流程 +## CRM 流程 整个 CRM 的作业流程如下图所示: diff --git a/locales/zh-CN/docs/TPsoww4Iyij5uNkrUBhcGiaqngd.md b/locales/zh-CN/docs/TPsoww4Iyij5uNkrUBhcGiaqngd.md index fbf157b6..57099953 100644 --- a/locales/zh-CN/docs/TPsoww4Iyij5uNkrUBhcGiaqngd.md +++ b/locales/zh-CN/docs/TPsoww4Iyij5uNkrUBhcGiaqngd.md @@ -7,7 +7,7 @@ sidebar_position: 2 # 全局搜索 -Whale 提供两种 全局搜索 Tab 功能: **搜索作业功能 **与 **搜索客户** +Whale 提供两种 全局搜索 Tab 功能: **搜索作业功能 **与 **搜索客户** diff --git a/locales/zh-CN/docs/Ur8VwjlP5ioMApkOAYYcI2rlnkh.md b/locales/zh-CN/docs/Ur8VwjlP5ioMApkOAYYcI2rlnkh.md index 1f24deaa..6e9a3f02 100644 --- a/locales/zh-CN/docs/Ur8VwjlP5ioMApkOAYYcI2rlnkh.md +++ b/locales/zh-CN/docs/Ur8VwjlP5ioMApkOAYYcI2rlnkh.md @@ -7,7 +7,7 @@ sidebar_position: 2 # 系统介绍 -# 概述 +## 概述 KYC 流程通常涉及不同的人员和审核步骤,以确保客户的身份真实、资金来源合法,并评估其风险承受能力。 diff --git a/locales/zh-CN/docs/VgcdwsM0FiTFjLkS5YqcHZdhn1f.md b/locales/zh-CN/docs/VgcdwsM0FiTFjLkS5YqcHZdhn1f.md index 6aa81df7..0edfc973 100644 --- a/locales/zh-CN/docs/VgcdwsM0FiTFjLkS5YqcHZdhn1f.md +++ b/locales/zh-CN/docs/VgcdwsM0FiTFjLkS5YqcHZdhn1f.md @@ -1,11 +1,11 @@ --- -title: 权限申请操作 +title: 权限申请 slug: VgcdwsM0FiTFjLkS5YqcHZdhn1f sidebar_position: 1 --- -# 权限申请操作 +# 权限申请 ### 权限策略模式 diff --git a/locales/zh-CN/docs/WiA8wlqAfiWWWQkdhlicA3eJnUe.md b/locales/zh-CN/docs/WiA8wlqAfiWWWQkdhlicA3eJnUe.md index f8d076d3..9b0dca45 100644 --- a/locales/zh-CN/docs/WiA8wlqAfiWWWQkdhlicA3eJnUe.md +++ b/locales/zh-CN/docs/WiA8wlqAfiWWWQkdhlicA3eJnUe.md @@ -1,6 +1,6 @@ --- title: 账户管理 -slug: account +slug: WiA8wlqAfiWWWQkdhlicA3eJnUe sidebar_position: 2 --- diff --git a/locales/zh-CN/docs/YDaFw1D0hiFjLRkw7GDcGuzbnod.md b/locales/zh-CN/docs/YDaFw1D0hiFjLRkw7GDcGuzbnod.md index 0271d82f..5823d51c 100644 --- a/locales/zh-CN/docs/YDaFw1D0hiFjLRkw7GDcGuzbnod.md +++ b/locales/zh-CN/docs/YDaFw1D0hiFjLRkw7GDcGuzbnod.md @@ -7,14 +7,12 @@ sidebar_position: 1 # 系统介绍 -# 概述 +## 概述 Whale 帮助中心主要支持各类面向客户的文章内容的创建和管理,包括帮助文档、常见问题、行情内容、股票市场、活动规则等。支持券商自定义文章类别和文章内容的维护。 帮助中心包含了文章类别和文章两个部分。 -# 菜单介绍 - ## 文章 文章列表,支持文档的创建、编辑、隐藏/显示、删除等功能 diff --git a/locales/zh-HK/docs/BeTIwcv0Ni67ZlkGwRQcppgunWe.md b/locales/zh-HK/docs/BeTIwcv0Ni67ZlkGwRQcppgunWe.md index bd588f10..cdb70f01 100644 --- a/locales/zh-HK/docs/BeTIwcv0Ni67ZlkGwRQcppgunWe.md +++ b/locales/zh-HK/docs/BeTIwcv0Ni67ZlkGwRQcppgunWe.md @@ -7,15 +7,15 @@ sidebar_position: 2 # 系統介紹 -# 概述 +## 概述 Whale CRM 系統支持券商對名下客戶的全生命週期進行管理和跟進,支持券商在線高效地推進一個客戶從新用戶到有效戶的轉化。 CRM 系統包括任務跟進、看板管理、客戶池、今日完成、客戶經理管理等模塊。 -# 菜单介绍 +## 菜单介绍 -## 任務 +### 任務 **路径:**客戶管理系統 > CRM >任務 @@ -43,7 +43,7 @@ CRM 系統包括任務跟進、看板管理、客戶池、今日完成、客戶 -## 看板 +### 看板 **路径:**客戶管理系統 > CRM > 看板 @@ -67,7 +67,7 @@ CRM 系統包括任務跟進、看板管理、客戶池、今日完成、客戶 slug: crm-kehuchi ``` -## 客户池 +### 客户池 **路径:**客戶管理系統 > CRM > 客戶池 @@ -83,7 +83,7 @@ slug: crm-kehuchi -## 今日完成 +### 今日完成 **路径:**客戶管理系統 > CRM > 今日完成 @@ -103,7 +103,7 @@ slug: crm-kehuchi -## 客户经理 +### 客户经理 **路径:**客戶管理系統 > CRM > 客戶經理 diff --git a/locales/zh-HK/docs/BhdxwdhAbiAKubkVNprcU5pZnru.md b/locales/zh-HK/docs/BhdxwdhAbiAKubkVNprcU5pZnru.md index 4faaeb78..a66e7311 100644 --- a/locales/zh-HK/docs/BhdxwdhAbiAKubkVNprcU5pZnru.md +++ b/locales/zh-HK/docs/BhdxwdhAbiAKubkVNprcU5pZnru.md @@ -7,12 +7,10 @@ sidebar_position: 1 # 快速上手 -# 概述 +## 概述 Whale 的賬戶管理模塊提供了對客戶賬戶的綜合管理和操作功能,幫助管理人員進行賬戶相關的管理工作。 -# 快速上手 - ## 前置條件 您需要獲取以下授權後方可正常使用系統功能 diff --git a/locales/zh-HK/docs/DGHLw2dEPiPbJ8kXtZfcznylnWc.md b/locales/zh-HK/docs/DGHLw2dEPiPbJ8kXtZfcznylnWc.md index 47a57ccc..6ed2499c 100644 --- a/locales/zh-HK/docs/DGHLw2dEPiPbJ8kXtZfcznylnWc.md +++ b/locales/zh-HK/docs/DGHLw2dEPiPbJ8kXtZfcznylnWc.md @@ -7,11 +7,11 @@ sidebar_position: 0 # 業務介紹 -# 概述 +## 概述 賬戶管理模塊提供了對客戶賬戶的綜合管理和操作功能,幫助管理人員進行賬戶信息的查詢、權限管理、BCAN 碼管理、工單處理和操作記錄查詢等。這些功能有助于提高賬戶管理的效率和准確性,並爲客戶提供更好的服務體驗。 -# 主要功能 +## 主要功能 1. 賬戶列表: - 可查詢賬戶的狀態、賬戶信息和相關權限。 diff --git a/locales/zh-HK/docs/IUnDwmQMdiBP3rkFiHGcZVkqnGf.md b/locales/zh-HK/docs/IUnDwmQMdiBP3rkFiHGcZVkqnGf.md index b9c423d9..76eb1347 100644 --- a/locales/zh-HK/docs/IUnDwmQMdiBP3rkFiHGcZVkqnGf.md +++ b/locales/zh-HK/docs/IUnDwmQMdiBP3rkFiHGcZVkqnGf.md @@ -7,11 +7,11 @@ sidebar_position: 0 # 業務介紹 -# 概述 +## 概述 證券後台 KYC 審核是指證券公司在進行客戶管理和交易監管過程中,對客戶身份和風險進行核實和評估的業務流程。 -# kyc 步驟 +## KYC 步驟 券商在後台審核客戶提交的開戶申請時,通常會進行以下壹系列的操作和流程,以確保申請的合規性和准確性。 diff --git a/locales/zh-HK/docs/IiHowEDhSiRwVNkSqfDcUheenSc.md b/locales/zh-HK/docs/IiHowEDhSiRwVNkSqfDcUheenSc.md index b757c79f..34547d99 100644 --- a/locales/zh-HK/docs/IiHowEDhSiRwVNkSqfDcUheenSc.md +++ b/locales/zh-HK/docs/IiHowEDhSiRwVNkSqfDcUheenSc.md @@ -1,11 +1,11 @@ --- -title: 作業介面說明 +title: 作業介面 slug: IiHowEDhSiRwVNkSqfDcUheenSc sidebar_position: 0 --- -# 作業介面說明 +# 作業介面 Whale 針對單元作業 也提供基礎體驗優化,以下是常見的一些設計操作: diff --git a/locales/zh-HK/docs/JImhwLPQSiO84eke5eocqUQrndb.md b/locales/zh-HK/docs/JImhwLPQSiO84eke5eocqUQrndb.md index 0745fede..75a87f5d 100644 --- a/locales/zh-HK/docs/JImhwLPQSiO84eke5eocqUQrndb.md +++ b/locales/zh-HK/docs/JImhwLPQSiO84eke5eocqUQrndb.md @@ -7,12 +7,10 @@ sidebar_position: 0 # 快速上手 -# 概述 +## 概述 Whale 帮助中心主要支持各類面向客戶的文章內容的創建和管理,包括幫助文檔、常見問題、行情內容、股票市場、活動規則等。支持券商自定義文章類別和文章內容的維護。 -# 快速上手 - ## 前置條件 您需要獲取以下授權後方可正常使用系統功能 diff --git a/locales/zh-HK/docs/LAGyw1xzYiphIgkw0ICcX7len3f.md b/locales/zh-HK/docs/LAGyw1xzYiphIgkw0ICcX7len3f.md index 67062922..19547cf0 100644 --- a/locales/zh-HK/docs/LAGyw1xzYiphIgkw0ICcX7len3f.md +++ b/locales/zh-HK/docs/LAGyw1xzYiphIgkw0ICcX7len3f.md @@ -1,11 +1,11 @@ --- -title: 工單操作說明 +title: 工單 slug: getting-started sidebar_position: 3 --- -# 工單操作說明 +# 工單 Whale 系統是支持系統工單的新建與審批,每個用戶在登入時,可以方便地在系統右上審批圖像上,看到新通知的工單數量,點擊後,可以看到待處理的工單清單 diff --git a/locales/zh-HK/docs/PpdOww3E2iBTHWkV5kFc8Qvjnlg.md b/locales/zh-HK/docs/PpdOww3E2iBTHWkV5kFc8Qvjnlg.md index 90d3896f..088905a2 100644 --- a/locales/zh-HK/docs/PpdOww3E2iBTHWkV5kFc8Qvjnlg.md +++ b/locales/zh-HK/docs/PpdOww3E2iBTHWkV5kFc8Qvjnlg.md @@ -7,13 +7,13 @@ sidebar_position: 1 # 快速上手 -# 概述 +## 概述 Whale KYC 系統支持處理客戶的開戶資料相關的流程,包括 開戶資料審核、開戶資料修改等流程管理。 -# 快速上手 +## 快速上手 -## 前置條件 +### 前置條件 您需要獲取以下授權後方可正常使用系統功能 @@ -30,7 +30,7 @@ Whale KYC 系統支持處理客戶的開戶資料相關的流程,包括 開戶 -## 開戶審核 +### 開戶審核 **步驟一:查看開戶列表** @@ -65,7 +65,7 @@ Whale KYC 系統支持處理客戶的開戶資料相關的流程,包括 開戶 -## 開戶資料修改 +### 開戶資料修改 **步驟一:找到修改位置** @@ -89,7 +89,7 @@ Whale KYC 系統支持處理客戶的開戶資料相關的流程,包括 開戶 -## 開戶資料錄入 +### 開戶資料錄入 @@ -97,13 +97,13 @@ Whale KYC 系統支持處理客戶的開戶資料相關的流程,包括 開戶 -##### 第一步:選擇開戶類型 +#### 第一步:選擇開戶類型 開戶類型分為 3 個步驟:選擇客戶/新建客戶、選擇客戶類型、選擇客戶國籍 選擇客戶/新建客戶 -##### **第二步**:上傳身份證件 +#### **第二步**:上傳身份證件 分為 3 種類型客戶: @@ -120,7 +120,7 @@ Whale KYC 系統支持處理客戶的開戶資料相關的流程,包括 開戶 3. 如用戶選擇否,需上傳其他身份證 -##### **第三步**:上傳地址證明 +#### **第三步**:上傳地址證明 分為 2 種類型客戶: @@ -133,7 +133,7 @@ Whale KYC 系統支持處理客戶的開戶資料相關的流程,包括 開戶 1. 需上傳居住地址證明 -##### **第四步**:填寫各類基礎信息 +#### **第四步**:填寫各類基礎信息 主要是包含 職業資訊、納稅資訊、電子郵箱等信息。其中, @@ -143,15 +143,15 @@ Whale KYC 系統支持處理客戶的開戶資料相關的流程,包括 開戶 填寫聯繫手機號,多個客戶可使用相同的聯繫手機號 -##### **第五步**:填寫資產投資信息 +#### **第五步**:填寫資產投資信息 -##### **第六步**:合規資訊確認 +#### **第六步**:合規資訊確認 -##### **第七步**:確認資訊 +#### **第七步**:確認資訊 系統會按:身份證件/個人基礎信息/職業信息/資產投資信息/合規信息確認/關聯賬戶信息 等區塊排列,將客戶資料展示出來,方便按確認填寫訊息 @@ -161,7 +161,7 @@ Whale KYC 系統支持處理客戶的開戶資料相關的流程,包括 開戶 -##### **第八步**:選擇帳戶類型、上傳開戶文件 +#### **第八步**:選擇帳戶類型、上傳開戶文件 上傳開戶文件及自定義文件: diff --git a/locales/zh-HK/docs/QDEWwAvlCiQAOikrYpFcWuvpnwd.md b/locales/zh-HK/docs/QDEWwAvlCiQAOikrYpFcWuvpnwd.md index f3cb00fd..45d0cc5a 100644 --- a/locales/zh-HK/docs/QDEWwAvlCiQAOikrYpFcWuvpnwd.md +++ b/locales/zh-HK/docs/QDEWwAvlCiQAOikrYpFcWuvpnwd.md @@ -7,7 +7,7 @@ sidebar_position: 2 # 系統介紹 -# 概述 +## 概述 賬戶管理模塊提供了對客戶賬戶的綜合管理和操作功能,幫助管理人員進行賬戶信息的查詢、權限管理、BCAN 碼管理、工單處理和操作記錄查詢等。這些功能有助于提高賬戶管理的效率和准確性,並爲客戶提供更好的服務體驗。 diff --git a/locales/zh-HK/docs/QUlww7SV3iiohxkxUb7c8CkenXd.md b/locales/zh-HK/docs/QUlww7SV3iiohxkxUb7c8CkenXd.md index cc197958..3014de5d 100644 --- a/locales/zh-HK/docs/QUlww7SV3iiohxkxUb7c8CkenXd.md +++ b/locales/zh-HK/docs/QUlww7SV3iiohxkxUb7c8CkenXd.md @@ -7,15 +7,15 @@ sidebar_position: 1 # 快速上手 -# 概述 +## 概述 Whale CRM 系統支持券商對名下客戶的全生命週期進行管理和跟進,支持券商在線推進一個客戶從新用戶到有效戶的轉化。包括客戶池、任務跟進、看板管理、今日完成、客戶經理等。 通過細分的業務狀態、拆分任務等方式,來幫助客戶經理更好的進行 CRM 的 推進工作,實現客戶的高效轉化。 -# 快速上手 +## 快速上手 -## 前置條件 +### 前置條件 您需要獲取以下授權後方可正常使用系統功能 @@ -33,7 +33,7 @@ Whale CRM 系統支持券商對名下客戶的全生命週期進行管理和跟 -## 配置『客戶經理』 +### 配置『客戶經理』 為了更好的服務每一個客戶,需要將客戶分配到不同的客戶經理名下,方便客戶經理進行跟進。 @@ -45,7 +45,7 @@ Whale CRM 系統支持券商對名下客戶的全生命週期進行管理和跟 -## 『客戶池』分配客戶經理 +### 『客戶池』分配客戶經理 客戶池匯總了所有註冊成功的客戶,支持針對不同的客戶進行【分配客經】、【批量備註】和【導出】的操作 @@ -61,7 +61,7 @@ Whale CRM 系統支持券商對名下客戶的全生命週期進行管理和跟 -## 客戶經理在『看板』跟進客戶 +### 客戶經理在『看板』跟進客戶 為客戶經理分配好客戶後,客戶經理可在看板列表查看自己負責的客戶群體,並在該列表進行客戶的基本信息、資產/交易、邀請關係等信息,並進行跟進記錄。 @@ -81,7 +81,7 @@ Whale CRM 系統支持券商對名下客戶的全生命週期進行管理和跟 -## 『任務』跟進 +### 『任務』跟進 任務列表,在客戶已經分配的情況下,若客戶的客戶、入金等行為有變化,系統將自動創建任務提醒客戶經理跟進。 @@ -107,7 +107,7 @@ Whale CRM 系統支持券商對名下客戶的全生命週期進行管理和跟 -## 查看『今日完成』 +### 查看『今日完成』 客戶經理在今日完成列表,可通過多種維度的圖文展示,來查看自己今日跟進的客戶數據和進展。今日完成列表主要展示客戶進展、每日跟進、我的日報三個維度的信息。 diff --git a/locales/zh-HK/docs/SUMMARY.md b/locales/zh-HK/docs/SUMMARY.md index 19225db1..bfd86930 100644 --- a/locales/zh-HK/docs/SUMMARY.md +++ b/locales/zh-HK/docs/SUMMARY.md @@ -7,10 +7,10 @@ - [whale 帮助文档 2.0 任务进展](GmOnw0V9wihqLNkXjuccvBmAn0e.md) - [繁體中文](XhZdwsgDriSeekkM5uLcDz3wnzb.md) - [快速上手](P3yaw6jZHi5H0Hkp5wPc9kVrnCf.md) - - [作業介面說明](IiHowEDhSiRwVNkSqfDcUheenSc.md) - - [權限申請操作](VgcdwsM0FiTFjLkS5YqcHZdhn1f.md) + - [作業介面](IiHowEDhSiRwVNkSqfDcUheenSc.md) + - [權限申請](VgcdwsM0FiTFjLkS5YqcHZdhn1f.md) - [全局搜索](TPsoww4Iyij5uNkrUBhcGiaqngd.md) - - [工單操作說明](LAGyw1xzYiphIgkw0ICcX7len3f.md) + - [工單](LAGyw1xzYiphIgkw0ICcX7len3f.md) - [使用指南](DokowCMGEirZERkadBacb92EnAh.md) - [客户管理系统(CRM)](FhuGw7gL7iINIBk2shrcITKfnTW.md) - [CRM](POiawtmJpiKtOQkqitDc3Hu7nEf.md) @@ -174,4 +174,3 @@ - [Release Notes](Cn7Wws0goic2tDkpXpJcwagUnXb.md) - [Whale Console](E5L0wVGoPic5ejk7Ra4crCYWnsh.md) - [WTT](KPDMwlRsZigBnKkB8NycuV31n4d.md) -- [](ATcPwwXVXiNzkSkT5T0cU0r5nbC.md) diff --git a/locales/zh-HK/docs/T5OCwe02Cidx7UkGYYIcEFGzn7g.md b/locales/zh-HK/docs/T5OCwe02Cidx7UkGYYIcEFGzn7g.md index 12298ef7..985bacef 100644 --- a/locales/zh-HK/docs/T5OCwe02Cidx7UkGYYIcEFGzn7g.md +++ b/locales/zh-HK/docs/T5OCwe02Cidx7UkGYYIcEFGzn7g.md @@ -7,7 +7,7 @@ sidebar_position: 0 # 業務介紹 -# CRM 流程 +## CRM 流程 整個 CRM 的作業流程如下圖所示: diff --git a/locales/zh-HK/docs/TPsoww4Iyij5uNkrUBhcGiaqngd.md b/locales/zh-HK/docs/TPsoww4Iyij5uNkrUBhcGiaqngd.md index 25861d2a..c4c001c3 100644 --- a/locales/zh-HK/docs/TPsoww4Iyij5uNkrUBhcGiaqngd.md +++ b/locales/zh-HK/docs/TPsoww4Iyij5uNkrUBhcGiaqngd.md @@ -7,7 +7,7 @@ sidebar_position: 2 # 全局搜索 -Whale 提供兩種 全局搜索 Tab 功能: **搜索作業功能 **與 **搜索客戶** +Whale 提供兩種 全局搜索 Tab 功能: **搜索作業功能 **與 **搜索客戶** diff --git a/locales/zh-HK/docs/Ur8VwjlP5ioMApkOAYYcI2rlnkh.md b/locales/zh-HK/docs/Ur8VwjlP5ioMApkOAYYcI2rlnkh.md index dc7b7429..df5bf313 100644 --- a/locales/zh-HK/docs/Ur8VwjlP5ioMApkOAYYcI2rlnkh.md +++ b/locales/zh-HK/docs/Ur8VwjlP5ioMApkOAYYcI2rlnkh.md @@ -7,7 +7,7 @@ sidebar_position: 2 # 系統介紹 -# 概述 +## 概述 KYC 流程通常涉及不同的人員和審核步驟,以確保客戶的身份真實、資金來源合法,並評估其風險承受能力。 diff --git a/locales/zh-HK/docs/VgcdwsM0FiTFjLkS5YqcHZdhn1f.md b/locales/zh-HK/docs/VgcdwsM0FiTFjLkS5YqcHZdhn1f.md index 327684e0..ff67cc9d 100644 --- a/locales/zh-HK/docs/VgcdwsM0FiTFjLkS5YqcHZdhn1f.md +++ b/locales/zh-HK/docs/VgcdwsM0FiTFjLkS5YqcHZdhn1f.md @@ -1,11 +1,11 @@ --- -title: 權限申請操作 +title: 權限申請 slug: VgcdwsM0FiTFjLkS5YqcHZdhn1f sidebar_position: 1 --- -# 權限申請操作 +# 權限申請 ### 權限策略模式 diff --git a/locales/zh-HK/docs/WiA8wlqAfiWWWQkdhlicA3eJnUe.md b/locales/zh-HK/docs/WiA8wlqAfiWWWQkdhlicA3eJnUe.md index cb208f17..3cbe824f 100644 --- a/locales/zh-HK/docs/WiA8wlqAfiWWWQkdhlicA3eJnUe.md +++ b/locales/zh-HK/docs/WiA8wlqAfiWWWQkdhlicA3eJnUe.md @@ -1,6 +1,6 @@ --- title: 賬戶管理 -slug: account +slug: WiA8wlqAfiWWWQkdhlicA3eJnUe sidebar_position: 2 --- diff --git a/locales/zh-HK/docs/YDaFw1D0hiFjLRkw7GDcGuzbnod.md b/locales/zh-HK/docs/YDaFw1D0hiFjLRkw7GDcGuzbnod.md index 9ea06149..c435a51c 100644 --- a/locales/zh-HK/docs/YDaFw1D0hiFjLRkw7GDcGuzbnod.md +++ b/locales/zh-HK/docs/YDaFw1D0hiFjLRkw7GDcGuzbnod.md @@ -7,14 +7,12 @@ sidebar_position: 1 # 系統介紹 -# 概述 +## 概述 Whale 帮助中心主要支持各類面向客戶的文章內容的創建和管理,包括幫助文檔、常見問題、行情內容、股票市場、活動規則等。支持券商自定義文章類別和文章內容的維護。 幫助中心包含了文章類別和文章兩個部分。 -# 菜单介绍 - ## 文章 文章列表,支持文檔的創建、編輯、隱藏/顯示、刪除等功能