学习—云采—个人客户转交易路径
、企业微信-CRM-客户管理-新建客户-个人客户-上传身份证件-系统自动识别身份证号码和信息，无需手动录入-转交易成功。
2、云采首页-去认证-提交身份证-系统自动转交易。
3、 CRM 系统 PC 端不能做到自动识别身份信息，客户信息以及客户名称格式需要审批人员把控。个人客户只能做个人客户转交易审批，无法提交潜在客户审批，转交易审批流程与原来保持一 致。
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