金融产品营销系统操作手册福建顶点软件有限责任公司2014年01月17日目录功能详细介绍..........................................................................................................................................61首页...............................................................................................................................................61.1首页.....................................................................................................................................61.2银行产品...........................................................................................................................121.2.1首页.......................................................................................................................121.2.2产品动态................................................................................................................121.2.3产品资料................................................................................................................131.2.4产品文档................................................................................................................131.3信托产品...........................................................................................................................131.4公募基金...........................................................................................................................151.5资管产品...........................................................................................................................151.6私募基金...........................................................................................................................161.7销售情况...........................................................................................................................161.7.1首页.......................................................................................................................161.7.2销售任务................................................................................................................171.7.3销售机会................................................................................................................171.7.4客户需求................................................................................................................191.7.5销售订单................................................................................................................201.7.6产品推荐................................................................................................................211.7.7购买预约................................................................................................................221.7.8产品客户................................................................................................................231.7.9适当性不匹配订单................................................................................................232客户管理.....................................................................................................................................242.1客户信息查询...................................................................................................................242.2全体投资账户查询..................................................................
