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User Guide

Customer Invitation Guide

Last updated: 2025-06-24 15:36:59

Operation Scenarios

Partners can invite customers in the following situations:

  • New customer acquisition and introduction
  • Existing customer relationship maintenance
  • Business scale expansion plans
  • Strategic partnership ecosystem development
  • Target market penetration

Preconditions

Before inviting customers:

  • Partner account must be active with no negative records
  • Target customer must not have existing partner relationships
  • Customer must meet qualification and compliance requirements
  • Partner must strictly follow invitation process standards

Operation Steps

Step 1: Prepare Customer Information

Gather the following customer details:

Required Information:

  • Legal company name
  • Authorized contact person
  • Corporate email address
  • Contact phone number
  • Specific business requirements
  • Estimated business volume assessment
Step 2: Submit Invitation Request
  1. Visit Partner console
  2. Navigate to "Customer Management" module
  3. Select "Invite Customer" function to generate unique invitation link
  4. Send invitation to target customer through official channels
Partner console interface showing customer management dashboard and key functions
Customer invitation page with invitation link generation form and sharing options

Step 3: Customer Approval Process

  1. Customer enters system through invitation link
  2. Visits identity verification page and completes verification
  3. System automatically checks customer's existing partnership status:
    • If no existing relationship, proceeds directly to confirmation
    • If existing relationship exists, system prompts about partner switch
  1. Customer confirms partnership intention
    • Confirms acceptance of new partnership invitation
    • If switching involved, automatically terminates original partnership
  1. System completes relationship binding:
    • Establishes new partner association
    • Sends official confirmation to both parties
    • Updates system partnership records

Step 4: Account Activation

After establishing partnership, manage through platform:

  • Customer basic information maintenance
  • Account permission configuration
  • Business data monitoring and analysis
  • Customer service support assurance
Customer management interface showing basic information, account permissions, and service support features