①业务员认领了该客户并且在CRM中转交易后，10分钟后可以在云采平台上下单；
②若前客户主要负责人在云采平台上帮客户注册过，认领后无需再次给客户注册账号，转交易10分钟后，云采平台客户账号负责人会自动切换为现在负责跟进客户的销售顾问，直接协助下单即可，（如果没有更换过来，请及时联系云采客服处理）；
③若客户没有云采下单账号，在协助客户下单过程中会提示“未找到协客户，请核实后重试”，业务员首先需要在企业微信工作台---客户账号注册（正式）---给客户注册云采下单账号；
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