You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Ability to move the saved form from channel to channel (“multichannel”) – e.g. start online and call

Accepted answer
34
Views
2
Comments
edited May 4, 2020 11:43PM in Intelligent Advisor for Fusion Service 2 comments

Summary

Ability to move the saved form from channel to channel (“multichannel”) – e.g. start online and call center be able to finish it

Content

Does OPA has Ability to move the saved form from channel to channel (“multichannel”)? e.g. Customer started application online and saved it. Nextday called to Agent and can Agent finish it on behalf of Agent?

Do we have OOTB functionality or do we need to customize it to achieve this.

Thanks,

Narendra

 

Version

19C

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!