Customer Pool

12143

Function Overview

The Customer Pool is an area in the CRM system used to manage customers that have not been assigned or have not been followed up for a long time. It allows sales team members to claim customers from the pool, promoting fair distribution and effective follow-up of customers.

Accessing the Function

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

Operation Steps Description

Pool Rules Setting

Define the customer management rules in the pool to ensure fairness and efficiency.

1. Log in to the CRM system and enter the Customer Pool management module.
2. Set the pool rules, including:
   • The retention time of customers in the pool.
   • The conditions for claiming and assigning customers.
   • The rules for removing customers from the pool.

Import

Batch import customer information into the pool.

1. Prepare a spreadsheet containing customer information, ensuring the data format is correct.
2. In the pool management interface, select the "Import" function.
3. Upload the spreadsheet file, and the system will automatically import the customer information into the pool.

Export

Batch export customer information from the pool for backup or analysis.

1. In the pool management interface, select the "Export" function.
2. The system will generate a spreadsheet file of the customer information in the pool, available for download.

Pool List

View Details

View detailed information about customers in the pool.

1. In the pool list, select the customer record you wish to view.
2. Click the "Details" button, and the system will display the detailed information of the customer.

Claim

Claim a customer from the pool and become their responsible person.

1. Select the customer record you wish to claim.
2. Click the "Claim" button and complete the claiming operation as prompted by the system.

Assign

Assign customers from the pool to specific sales personnel.

1. Select the customer record you wish to assign.
2. Click the "Assign" button, choose the target sales personnel, and confirm the assignment.

Delete

Permanently remove customer records from the pool.

1. Select the customer record you wish to delete.
2. Click the "Delete" button and confirm the deletion operation.

Notes

• Regularly check the pool rules and customer status to adapt to sales strategies and team needs.
• Ensure compliance with pool rules for fair and efficient customer distribution.
• Pay attention to protecting the privacy and security of customer data.

Frequently Asked Questions

Q: How do I set the rules for the customer pool?
A: Log in to the CRM system and enter the Customer Pool management module to set the rules.

Q: How can I import customer information into the pool?
A: Use the "Import" function in the pool management interface to upload the spreadsheet file.

Q: How do I claim a customer from the pool?
A: Select the customer in the pool list and click the "Claim" button to complete the claiming operation.

Q: What should I do if a customer has not been claimed for a long time?
A: According to the pool rules, the system may automatically remove or reassign customers that have not been claimed for a long time.