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学习-云采-移动端CRM(企业微信)提交客户审批操作方法
黄娟
de7fbec0-b761-1036-9f47-ef16cba5f6da
huangjuan@kinlong.cn
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1 Comment
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1、销售代表除了可以在CRM提交客户审批,还可以通过移动端(企业微信)提交客户审批;
2、移动端CRM销售操作步骤:企业微信工作台——CRM应用——客户管理——客户查询——我的客户——点开需要提交审批的客户——更多信息(文档附件)——选择需要申请审批的客户类型潜在客户/交易客户)——点击更多生成审批;
3、销售上级可以在企业微信消息应用模块以及CRM收件箱处理客户审批消息;
(备注:客户审批流程走向:销售提交--销售上级审核--总部客户审批人员审核)
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