To-Be-Assigned Customer Guide

——Assign the exclusive agent for customers to perform maintenance and thus improve customer experience and order placement probability

What Can You Learn from This Article?

Customers can be directly created as to-be-assigned customers or changed from new customers to to-be-assigned customers after the customer information is verified as valid. Agent can be assigned manually or based on auto rules for to-be-assigned customers, and maintain the customers, thus improving customer experience and order placement probability.

Preparation

● Add to-be-assigned customer: You can add customer information manually through the To-Be-Assigned Customer page or import customer information in bulk, and the customer with the information will be marked as a to-be-assigned customer.

● Add customer fields: When adding customer information, you can fill in different fields to explain customer characteristics and preferences, and add multiple customer fields to enrich the customer information.

Related article: Custom Customer & Company Field Guide

Customer Info List

Through the CRM ＞ To-Be-Assigned Customer page, you can view all to-be-assigned customers in the enterprise and adjust the displayed list customer fields by customizing list items. The agent with operation permissions can add, import or export in bulk, and edit the information of to-be-assigned customers.

● Customize List Items

You can click the tag on the right side of the customer information list on the To-Be-Assigned Customer page to activate the row display field function, and control the field content displayed in the customer list by checking the fields in the pop-up box.

Figure 1: Customize List Items

● Single New Customer

The agent with function permissions can click the【+Add Customer】button on the To-Be-Assigned Customer page to manually add a to-be-assigned customer, then fill in the customer information field, and save it.

Figure 2: Single New Customer

● Bulk Import

The agent with the bulk import permission can click the【Bulk Import】button on the To-Be-Assigned Customer page and upload files to create to-be-assigned customer information in bulk.

Figure 3: Bulk Import

● Bulk Export

The agent with the bulk export permission can click the【Bulk Export】button on the To-Be-Assigned Customer page to export all to-be-assigned customer information.

Figure 4: Bulk Export

Query Customer

Through the CRM ＞ To-Be-Assigned Customer page, you can filter and query customer information through the default conditions of the system, or select custom fields through custom filtering to filter and query.

● Basic Query

Through the To-Be-Assigned Customer page, you can filter customer information by customer creation time, customer tag, customer source, follow-up stage, and whether the customer is a WeChat friend of the agent. Besides, you can also conduct keyword search through customer nickname, real name, company, phone number, email and docking ID, and query customer tags according to different relationships.

Figure 5: Basic Query

● Custom Query

If you need to filter and query customer information for fields beyond the basic query range, you can click【Filter】 button in the query condition area, select the fields to query by clicking the button on the right, and query the information by specific fields.

Figure 6: Custom Query

Customer Operation

● Modify Customer Information

You can click any line of customer information on the To-Be-Assigned Customer page to view the customer details, through which you can learn about the customer's status, external order information, WeCom chat history, etc. You can also edit and update the customer's basic information.

Figure 7: Modify Customer Information

● Bulk Operation

In the customer list, you can select all or multiple customers with the left selection box to activate customer bulk operations. The agent with corresponding operation permissions can perform the operations such as Assign Customer, Delete Customer, and Add Tag on the To-Be-Assigned Customer page.

1. Assign Customer

By selecting multiple customer information and clicking Assign Customer, you can assign these customers to the designated department or its members. When multiple agents are selected, the selected customer information will be evenly assigned by polling among them.

Figure 8: Assign Customer

2. Delete Customer

By selecting multiple to-be-assigned customers and clicking Delete, you can delete the customer information. After operation, the page will be refreshed automatically, and the deleted customers will be removed from the To-be-assigned Customer and cannot be retrieved.

3. Add Tag

By selecting multiple to-be-assigned customers and clicking Add Tag, you can edit tag information of the selected customers in bulk. You can select WeCom tag or business tag through the pop-up window, so that the tag information of the selected customers will be fully updated.

Figure 9: Add Tag