悟空(kong)CRM客户(hu)公海(hai)规(gui)则(ze)(ze)设置功能用(yong)于提高客户(hu)资源的利(li)用(yong)率(lv),通过设置划入规(gui)则(ze)(ze),系(xi)统自动(dong)将符合规(gui)则(ze)(ze)的客户(hu)划入公海(hai),以(yi)便(bian)其(qi)他(ta)公海(hai)成(cheng)员(yuan)抢回(hui)跟进,以(yi)及公海(hai)管理员(yuan)手动(dong)分配(pei)。可选(xuan)择启用(yong)或不启用(yong)规(gui)则(ze)(ze)。
(注(zhu):1、悟空CRM系(xi)统在每天的(de)24:00~6:00统一将符合规(gui)(gui)则(ze)的(de)客户(hu)退回到公(gong)海(hai)池。 2、当一个客户(hu)满足多(duo)个公(gong)海(hai)客户(hu)规(gui)(gui)则(ze)时(shi)会(hui)同(tong)时(shi)掉入(ru)多(duo)个公(gong)海(hai)。3、若修改了“自动(dong)收(shou)回规(gui)(gui)则(ze)”,新的(de)规(gui)(gui)则(ze)将于“次(ci)日(ri)生效”,在此之前客户(hu)公(gong)海(hai)成员的(de)数据(ju)还是会(hui)遵(zun)循原规(gui)(gui)则(ze)进行划(hua)入(ru)。)
用户(hu)点击客户(hu)公(gong)(gong)海(hai)名(ming)称,可(ke)查看设置的客户(hu)公(gong)(gong)海(hai)的规则详情(qing)。即可(ke)查看:“公(gong)(gong)海(hai)名(ming)称”、“客户(hu)数(shu)量”、“公(gong)(gong)海(hai)管理(li)员”、“公(gong)(gong)海(hai)成员”、“规则设置”、“公(gong)(gong)海(hai)字(zi)段”等。
用户(hu)(hu)根据公司自身的跟(gen)进(jin)情况,设置(zhi)悟(wu)空CRM公海客户(hu)(hu)池规则。
公海名称:可根据公海客(ke)(ke)户池(chi)设(she)置规则,建立相应的公海客(ke)(ke)户池(chi)名称。
公海管理员:客户(hu)公(gong)(gong)海(hai)管理员可对(dui)客户(hu)公(gong)(gong)海(hai)客户(hu)进(jin)行领取、分配、删除、导出(chu)等(deng)操(cao)作。
公海成员:客户公海规则对客户公海成员生效(超级管理员除外(wai)),客户公海成员可查看以及领取公海客户。
前负责人领取规则:设置公海规则(ze)时,可设置公海前负责人(ren)领(ling)取(qu)规则(ze),即(ji)进(jin)入公海的客户前负责人(ren)多少天不能领(ling)取(qu)该客户。
领取频率规则:设置(zhi)公(gong)海(hai)规则(ze)时,可设置(zhi)公(gong)海(hai)领取频率规则(ze),即含(han)进入(ru)公(gong)海(hai)的客户(hu)每(mei)天公(gong)海(hai)成员最多领取多少客户(hu)。
公海提醒规则:设(she)(she)置公(gong)(gong)海规则时,可设(she)(she)置公(gong)(gong)海提(ti)醒规则,即(ji)含(han)提(ti)前多少天提(ti)醒用户(hu)客户(hu)将进入公(gong)(gong)海。(注:公(gong)(gong)海消息提(ti)醒规则不设(she)(she)置,客户(hu)管理中待办事项不显示(shi)待进入公(gong)(gong)海的客户(hu)模块)
公海收回规则:设(she)(she)(she)(she)置(zhi)(zhi)(zhi)(zhi)悟空(kong)CRM公海(hai)(hai)(hai)规则时,可(ke)(ke)设(she)(she)(she)(she)置(zhi)(zhi)(zhi)(zhi)自动(dong)(dong)(dong)收(shou)回(hui)规则。包括“无(wu)新建(jian)(jian)跟进(jin)”、“无(wu)新建(jian)(jian)商机”和(he)“未成(cheng)(cheng)交”的(de)(de)(de)客(ke)(ke)(ke)(ke)户(hu)(hu)(hu),无(wu)新建(jian)(jian)跟进(jin)规则可(ke)(ke)设(she)(she)(she)(she)置(zhi)(zhi)(zhi)(zhi)不进(jin)入(ru)公海(hai)(hai)(hai)客(ke)(ke)(ke)(ke)户(hu)(hu)(hu)(已成(cheng)(cheng)交客(ke)(ke)(ke)(ke)户(hu)(hu)(hu)和(he)有(you)商机的(de)(de)(de)客(ke)(ke)(ke)(ke)户(hu)(hu)(hu)),设(she)(she)(she)(she)置(zhi)(zhi)(zhi)(zhi)超(chao)(chao)多(duo)少天(tian)未跟进(jin)的(de)(de)(de)客(ke)(ke)(ke)(ke)户(hu)(hu)(hu)(可(ke)(ke)根(gen)(gen)(gen)据所(suo)有(you)的(de)(de)(de)客(ke)(ke)(ke)(ke)户(hu)(hu)(hu)或(huo)根(gen)(gen)(gen)据客(ke)(ke)(ke)(ke)户(hu)(hu)(hu)级(ji)(ji)别设(she)(she)(she)(she)置(zhi)(zhi)(zhi)(zhi))由系(xi)统自动(dong)(dong)(dong)收(shou)回(hui)到(dao)公海(hai)(hai)(hai)。无(wu)新建(jian)(jian)商机规则可(ke)(ke)设(she)(she)(she)(she)置(zhi)(zhi)(zhi)(zhi)不进(jin)入(ru)公海(hai)(hai)(hai)客(ke)(ke)(ke)(ke)户(hu)(hu)(hu)(已成(cheng)(cheng)交客(ke)(ke)(ke)(ke)户(hu)(hu)(hu)),设(she)(she)(she)(she)置(zhi)(zhi)(zhi)(zhi)超(chao)(chao)多(duo)少天(tian)未新建(jian)(jian)的(de)(de)(de)客(ke)(ke)(ke)(ke)户(hu)(hu)(hu)(可(ke)(ke)根(gen)(gen)(gen)据所(suo)有(you)的(de)(de)(de)客(ke)(ke)(ke)(ke)户(hu)(hu)(hu)或(huo)根(gen)(gen)(gen)据客(ke)(ke)(ke)(ke)户(hu)(hu)(hu)级(ji)(ji)别设(she)(she)(she)(she)置(zhi)(zhi)(zhi)(zhi))由系(xi)统自动(dong)(dong)(dong)收(shou)回(hui)到(dao)公海(hai)(hai)(hai)。未成(cheng)(cheng)交规则可(ke)(ke)设(she)(she)(she)(she)置(zhi)(zhi)(zhi)(zhi)可(ke)(ke)设(she)(she)(she)(she)置(zhi)(zhi)(zhi)(zhi)不进(jin)入(ru)公海(hai)(hai)(hai)客(ke)(ke)(ke)(ke)户(hu)(hu)(hu)(有(you)商机客(ke)(ke)(ke)(ke)户(hu)(hu)(hu)),设(she)(she)(she)(she)置(zhi)(zhi)(zhi)(zhi)超(chao)(chao)多(duo)少天(tian)未成(cheng)(cheng)交的(de)(de)(de)客(ke)(ke)(ke)(ke)户(hu)(hu)(hu)(可(ke)(ke)根(gen)(gen)(gen)据所(suo)有(you)的(de)(de)(de)客(ke)(ke)(ke)(ke)户(hu)(hu)(hu)或(huo)根(gen)(gen)(gen)据客(ke)(ke)(ke)(ke)户(hu)(hu)(hu)级(ji)(ji)别设(she)(she)(she)(she)置(zhi)(zhi)(zhi)(zhi))由系(xi)统自动(dong)(dong)(dong)收(shou)回(hui)到(dao)公海(hai)(hai)(hai)。(注:公海(hai)(hai)(hai)收(shou)回(hui)规则锁定规则的(de)(de)(de)客(ke)(ke)(ke)(ke)户(hu)(hu)(hu)系(xi)统不会自动(dong)(dong)(dong)回(hui)收(shou),锁定客(ke)(ke)(ke)(ke)户(hu)(hu)(hu)在(zai)【客(ke)(ke)(ke)(ke)户(hu)(hu)(hu)管(guan)理】-【业务参数设(she)(she)(she)(she)置(zhi)(zhi)(zhi)(zhi)】)
公海字段:可设置前(qian)台公海(hai)(hai)客户池(chi),公海(hai)(hai)列(lie)表展示字段。
对于暂时停(ting)(ting)止使用(yong)的客户公海,可对其进(jin)行“启用(yong)”或“停(ting)(ting)用(yong)”操(cao)作,停(ting)(ting)用(yong)的公海在前台公海管理(li)模(mo)块(kuai)不会显示(shi)。
公海停止使用需要删除时(shi),公海池(chi)中(zhong)有(you)客(ke)(ke)(ke)户(hu)是(shi)不允许删除的,可以对(dui)其进行客(ke)(ke)(ke)户(hu)转(zhuan)移操作,把(ba)公海中(zhong)的客(ke)(ke)(ke)户(hu)转(zhuan)移到其他公海。(注:客(ke)(ke)(ke)户(hu)进入多(duo)公海,转(zhuan)移客(ke)(ke)(ke)户(hu)到另外一个公海客(ke)(ke)(ke)户(hu)池(chi),重(zhong)复客(ke)(ke)(ke)户(hu)不会导致客(ke)(ke)(ke)户(hu)数(shu)增加)
用户可对公海进行编辑,对公海规则,进行修改。(注:若修改了“自动收回规则”,新的规则将于“次日生效”,在此之前客户公海成员的数据还是会遵循原规则进行划入)
对不使用的公海客户池可以进行删除操作。(注:删除时,客户池没有客户)