1. Examples of business usage scenarios
When a general enterprise formulates a contract, it will set the effective and expiry time of the contract. In order to remind the sales staff and customers to renew the contract in time, the system will start 30 days in advance of the expiry date of the contract, and remind the contract that is about to expire through the smart reminder card on the crm home page every day. For agreement-type contracts, the contract is often fulfilled by signing multiple orders with the customer. The system supports creating multiple sales orders under the contract to realize such business scenarios.
2. Details of the contract
2.1 Contract Preset Scenarios
- all:
- The person in charge is the current user or his subordinates
- or related team members include the current user or his subordinates
- Or the responsible data of the department responsible for the approval of the current user as an order management or order financial role (for example, user A has the role of "order finance" and is responsible for approving the order records submitted by department B, then user A can view all responsible persons belonging to department B order records).
- Or configure the "Data Sharing" rule of the contract in "Data Rights Management" to share the data of the person in charge or the department of the person in charge with the current employee or the department of the current employee or the user group of the current employee
- or "My department's" data.
- I am responsible for: The owner is the current user
- I am involved in: The current user is included in the relevant team members
- my subordinate is responsible for: the person in charge is the subordinate of the current user
- My Subordinates Participated in: The relevant team members include the user's subordinates
- Shared to me: Configure the "Data Sharing" rule of the contract in "Data Rights Management" to share the data of the person in charge or the department of the person in charge with the current employee or the department of the current employee or the current employee. employee user group
- I am in charge of the department:
- The current user is the department head of the main department
- At the same time, the main department of the relevant team members in the record is this department.
- Remarks: Whether the responsible department includes all subordinate data is determined by "CRM Management-Rule Settings-Basic Settings-Superior Visible Data Scope".
Remarks:
- "CRM Admin" can view all data.
- All records whose status is "Obsolete" can only be seen by "CRM administrator", and other personnel are not visible.
3. Business operation of the contract
3.1 New contract
- How to create a new contract
- manually created
- Entrance: [Contract] list page
- Associated object [customer] details page - under [contract]
- Associated object【Sales Order】details page-【Contract】
- Import, see Import for details
- manually created
3.2 General business operations of the contract
- For details on common operations on the list page, see Common operations on the list page (link to be added)
- Add sales records, see Sales records (link to be added);
- Common business operations, including changing the person in charge, adding relevant team members, printing, importing, exporting, editing, voiding, deleting, etc., see Common business operations (link to be added)
- Business operations combined with collaborative office, including forwarding, scheduling, reminders, phone calls, emails, etc., see Common business operations (link to be added) for details