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线索管理

更新于 2024/09/09
浏览量:128
扫码、转发分享

功能介绍

线索是企业从各个渠道如名片获客、资讯获客、产品获客等获取的潜在客户资源,线索包含客户名称、客户手机号码等资料。

管理员支持在电脑端创建线索、批量导入线索或在移动端创建线索,并指定员工跟进

员工可在移动端创建线索,自己跟进将线索转为客户,也可转让线索让同事跟进,线索暂时没用时可以将其退回公海

使用场景

客户通过扫智能名片、资讯海报、产品海报等可以收录到线索列表

线索符合企业需求,可以将其转为客户,重点关注跟进

通过某一类产品收录的客户,可以转让线索给特定的员工跟进

暂时没用的线索可以先退回线索公海

操作步骤

1.新建线索


移动端模板_12.png


2.线索转客户&转让线索&线索释放(退回公海)


移动端模板_13.png


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