Follow-Up

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Function Overview

In the CRM system, customer follow-up is an important process that helps maintain customer relationships and improve customer satisfaction.

Function Entry

Users can enter the customer follow-up management module by clicking on "Customer Follow-Up" in the navigation bar of the CRM system's main interface.

Operation Steps Description

Create Follow-Up

Create Follow-Up Record

1. Log in to the CRM system and navigate to the "Customer Follow-Up" module.
2. Click the "Create Follow-Up" button to enter the follow-up record creation page.
3. Fill in the follow-up information, including the follow-up person, time, customer, contract, contact person, method, and satisfaction level.
4. Click "Save" to complete the creation of the follow-up record.

Import and Export

Import Follow-Up Records

1. In the "Customer Follow-Up" module, select the "Import" function.
2. Prepare and upload a file containing follow-up record information, such as in Excel or CSV format.
3. After matching the fields, click the "Import" button to complete the data import.

Export Follow-Up Records

1. In the "Customer Follow-Up" module, select the "Export" function.
2. Choose the range of follow-up records to be exported.
3. Click the "Export" button, and the system will generate a file.
4. Download and use the generated file.

List Operations

Modify Follow-Up Records

1. In the follow-up record list, find and click the follow-up record that needs to be modified.
2. Click the "Modify" button to update the follow-up information.
3. Click "Save" to complete the modification.

Delete Follow-Up Records

1. Select the "Delete" function and confirm the deletion operation.
2. The system will permanently remove the follow-up record.

Mark Follow-Up Records

1. Mark important follow-up records as "Followed."
2. Click the "Follow" button to mark them.

Transfer Follow-Up Records

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

Notes

• Timeliness: Conduct follow-up activities on time to avoid missing communication opportunities.
• Data Accuracy: Accurately record follow-up information to facilitate analysis and service improvement.
• Permission Management: Be aware of the differences in permissions among different users to ensure sufficient operational authority.
• Technical Support: If issues arise, refer to the help documentation or contact technical support.

Frequently Asked Questions

Q: How do I create a new follow-up record?
A: In the "Customer Follow-Up" module, select "Create Follow-Up" and fill in the information.

Q: How can I import a large number of follow-up records?
A: Use the "Import" function, upload the file, and import after matching the fields.

Q: How do I export follow-up records?
A: Select the "Export" function, choose the range, and then export.

Q: How do I update follow-up information?
A: Select the record in the follow-up record list and click "Modify" to update.

Q: How do I delete or transfer follow-up records?
A: Select the "Delete" or "Transfer" function and confirm the operation.