04 Customer Management

Ask someone who comes in.There will be archives and to-dos.

The duty desk handles live conversations. Customer management turns inquiries into records with tasks, a complete profile, opportunities, follow-up history and a shared customer pool. Contracts, quotations and payment collection are handled separately.

Open Client Management Live Support

A functional sign. A follow-up.

Incoming.Session, message, import or manual creation

Follow up.To-do, overdue, unassigned, visible

Business advance.Five-stage funnel. Winner to one file.

Touche back.SMS, E-mail, AI, callback from here.

To-do before, list behind, 360.

"My To-do" is the first to clear up those who are overdue and who are due today. "Customs List" is filtered with all/ mine/ not assigned/ not followed up/ silent. The drop-in file is the same 360: basic information, follow-up, business opportunities, contact with the company, and duplicates can be found to be combined.

Source, life cycle, grouping, labels, custom fields saved by site
If you check the banner, insert the merge wizard and don't have to go through the files yourself.
Separate the wastebin from the consolidated record and correct deletion to restore
Excel / CSV Import Export Export Use Description and Secondary Validation

Client lists can be screened by telephone, and files are used for follow-up and notification

Border

It's worth following up. It's not worth selling clouds.

Here's how clients are followed. Contracts, orders, invoices, refunds, SKU offers are not made; they are open to pick up their own ERP. Outreach (message, mail, callback) shares this group of clients and does not create additional lists.

High seasOvertime does not follow up on recovery by site hours; agent view can be limited to "yourself only".

AnalysisNew trends, sources, commercial transformation, agenting follow-up line is on the same page.

AutomationThe rules trigger follow-up or reassignment by status, delay or source, and no separate marketing activities.

PermissionsExport specified mobile phones to use + double-check and write to the operation audit.

On the right side of the duty desk is client information, following up on client management after closing.

Handle conversations in the duty desk; manage follow-ups here

Start

Everyone who asks deserves a customer record

Conversations are filed as customers and to-dos automatically. Fill in a phone number in one line; callbacks, follow-ups and deals live in one place.