Consultation panel

The consultation panel is designed to facilitate the process of providing consultations to bank clients. Click the 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