Customer Management

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Function Overview

In the CRM system, customer management is one of the core functions, involving the creation, maintenance, and tracking of customers. This guide aims to help users efficiently manage customer information.

Function Entry

Users can access the customer management module by clicking on "Customer Management" in the navigation bar of the CRM system's main interface.

Operation Steps Description

Create New Customer

Create Customer Information

1. Log in to the CRM system and navigate to the "Customer Management" module.
2. Click the "Create New Customer" button to enter the customer creation page.
3. Fill in customer information, including name, responsible person, source, contact information, etc.
4. Click "Save" to complete the creation of the customer.

Duplicate Check

Avoid Duplicate Customers

1. Use the "Duplicate Check" function to input partial customer information for searching.
2. The system displays a list of matching existing customers to avoid creating duplicate records.

Import Customers

Import Customer Data

1. Select the "Import" function and prepare a file containing customer information.
2. Upload the file, match the fields, and then click the "Import" button to complete the data import.

Import Customer Follow-up Records

Import Follow-up Records

1. Select the "Import Customer Follow-up Records" function.
2. Prepare and upload a file containing follow-up records.
3. After matching the fields, click the "Import" button to complete the import of follow-up records.

List Item Operations

Modify Customer Information

1. In the customer list, find and click on the customer that needs modification.
2. Click the "Modify" button to update customer information.
3. Click "Save" to complete the modification.

Transfer Customer

1. Select the "Transfer" function and specify a new responsible person.
2. Click "Confirm Transfer" to complete the operation.

Transfer to Public Pool

1. Select "Transfer to Public Pool" to make the customer available for other members to claim.
2. This is applicable for customers who have not been contacted for a long time or are inactive.

Lock Customer

1. Select the "Lock" function to ensure the security of important or sensitive customer information.
2. Once locked, only the designated responsible person can access and edit the customer information.

Notes

• Data Accuracy: Ensure customer information is accurate to avoid management confusion.
• Permission Management: Be aware of the differences in permissions among different users to ensure sufficient operational permissions.
• Technical Support: If problems arise, refer to the help documentation or contact technical support.

Frequently Asked Questions

Q: How to avoid creating duplicate customers?
A: Use the "Duplicate Check" function to search for potential matches.

Q: How to import a large amount of customer data?
A: Use the "Import" function, upload the file, and import after matching the fields.

Q: How to update customer information?
A: Select the customer in the customer list and click "Modify" to update.

Q: How to handle customers who have not been contacted for a long time?
A: Select the "Transfer to Public Pool" function to give other team members the opportunity to claim.