New Customer Guide

——Record customer leads and convert new customers to the to-be-assigned customers through the system function for customer flow and service

What Can You Learn from This Article?

New customer is the management of all service object information by the agent system. This information may come from the business of the agent system or from the external data import. After the information is filtered and confirmed to be valid, the new customer can be converted into the to-be-assigned customer for assignment and management.

Preparation

● Add new customer: You can add customer information manually through the New Customer page or import customer information in bulk, and the customer with the information will be marked as a new 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 ＞ New Customer page, you can view all new 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 new customers.

● Customize List Items

You can click the tag on the right side of the customer info list on the New 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 New Customer page to manually add a new 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 New Customer page and upload files to create new 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 New Customer page to export all new customer information.

Figure 4: Bulk Export

Query Customer

Through the CRM ＞ New 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 New Customer page, you can filter customer information by customer creation time, customer tag, customer source, follow-up stage, and whether the new 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 New Customer page to view the customer details, through which you can learn about the customer's status, external order information, WeCom chat history, etc.

Figure 7: Modify Customer Information

You can also edit and update the customer's basic 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 Identify as Valid, Recycle to Customer Pool, Delete Customer, Outbound Task and Add Tag on the New Customer page.

1. Identify as Valid

After the selected multiple customers are identified as valid, you can change the status of these customers to the to-be-assigned customers, and maintain the customers through agent assignment. After the customers are identified as valid, the page will be automatically refreshed, and the identified customers will be removed from the New Customer.

2. Recycle to Customer Pool

By selecting multiple customers and clicking Recycle to Customer Pool, you can change the status of the customers to pool customers. After operation, the page will be automatically refreshed, and the recycled customers will be removed from the New Customer.

3. Delete Customer

By selecting multiple 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 New Customer and cannot be retrieved.

4. Outbound Task

Users who purchase call center or omni-channel agent products can create outbound tasks in bulk. By selecting multiple new customers and clicking Outbound Task, you can create these customer information as outbound tasks.

Figure 8: Create Outbound Task

5. Add Tag

By selecting multiple new 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