1.父客户负责人及其下属所有分子公司及项目部的客户负责人，均有义务在CRM系统做“关联父子客户”的维护工作，关联父子客户只需在CRM系统发起“关联父子客户”的流程即可，审核通过系统会自动关联父子关系，审核不通过则不会维护父子关系。
2.客户父子关系如未及时维护,将影响提成业绩核算及公共客户清理。
3.关联父子客户的标准：在客户信息查询的官方网站能够核查客户之间的父子关系，他们之间要有控股关系，或参股关系，销售人员关联的时候需在客户附件中备案官网截图的组织架构图，不能以客户之间的业务往来为依据。
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