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跟进记录

更新于 2024/09/09
浏览量:118
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功能介绍

跟进是指在为客户提供服务的过程中,客户各项变化及需要及时记录的事项或服务内容,如客户接待记录、会议纪要或者客户需求、意见反馈等。

作为营销中一个重要环节,客户的跟进情况关系到整个销售的质量,快叮获客通的客户跟进功能,能够帮助您准确把控客户跟进的节奏,有效提升你的销售效率。

使用场景

管理员可以给成员分配跟进

客户负责人及协作成员可创建客户跟进,团队形成协作

操作步骤

1.新建跟进


1-1:进入系统【客户】-【跟进记录】点击【新建跟进】编辑跟进信息


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