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云采每日三问学习

王艳霞 cf0075c0-b761-1036-8f9a-ef16cba5f6da wyanxia@kinlong.cn | ‎ | 2 Comments ‎ | 90 Views

1、如果不是客户主要负责人但是我们加入了这个客户的协作团队,后期客户自主下单,这个订单流程会到哪里?
答:流程会流转到主要负责人那里
2、坚朗云采系统上能否保留一位小数?
答:可以的,可以手动自己改一下
3、个人客户之前在CRM中已转交易,然后现在客户自己又在云采中注册,到销售代表节点,现在销售代表应该怎么做?
答:销售代表在CRM中删掉客户注册的草稿,然后协助客户将之前注册的那个个人客户注册到云采中即可
4、客户登录显示询价蓝有两件产品,进入询价蓝显示空白,要怎么处理?
答:刷新一下浏览器或者清理缓存之后,再重新打开

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