1. Examples of Business Scenes

• For enterprise customers, the customer is the enterprise, such as "Beijing XX Technology Co., Ltd.", and the contact person is the relevant personnel of the enterprise who facilitate the transaction and sales communication, or the after-sales service docking personnel, such as the purchasing manager "Li XX". Person "Wang XX" and so on.
• If it is an individual customer, the customer already represents the main contact in this business opportunity activity, here you can add a contact associated with the customer, which can be used as the second contact in the business opportunity activity. For example, in a real estate agency transaction, the customer is "Mr. Li", and the contact person can be Mr. Li's wife or son or other related personnel.

2. Detailed introduction of the contact person

2.1 Contact preset scene

• All: The person in charge is the current user or the current user's subordinates, or the relevant team members include the current user or the current user's subordinates, or the "Data Sharing" rule of the contact is configured in the "Data Rights Management" as the person in charge of the record or the person in charge The data of the department the person belongs to is shared with the current employee or the department the current employee belongs to or the user group the current employee belongs to or the data of "I am in charge of the department".
• The owner is the current user or a subordinate of the current user
• Or the relevant team members include the current user or the current user's subordinates
• Or configure the "Data Sharing" rule of the contact in the "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 "for my department" data.
• My responsible contact: The responsible person is the current user
• Contacts I'm involved with: The current user is included in the relevant team
• Contacts without an associated account: The responsible person is the current user and the associated account field is empty
• Contacts of my subordinates: the person in charge is a subordinate of the current user
• Contacts my subordinates participate in: The relevant team contains the subordinates of the current user
• Shared to me: Configure the "Data Sharing" rule of the contact in "Data Rights Management" to share the data of the person in charge or the department to which the person in charge belongs to the current employee or the department the current employee belongs to or the user group the current employee belongs to
• I am in charge of the department: the current user is the department head of the main department, and 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".
• 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".

• "CRM Admin" can view all data.
• All records whose status is "Obsolete" can only be seen by the "CRM administrator", and no other personnel can see it.

2.2 Contact's business operations

2.2.1 Create a new contact

• The way to create a new contact is to manually create the entry: [Contacts] list page associated object [Customer] details page - [Contacts]. Associated object 【Business Opportunity】details page - under 【Contact】. Associated object【Visit】details page - under【Contact】. Scanning business cards: Create customers and contacts by scanning business cards on the mobile terminal. Lead conversion When a lead is converted, there is an option to convert to a contact. The operation entry is on the [Sales Leads] list page-details page-more-processing-conversion lead import, see Import
• Manually created entry: [Contacts] list page associated object [Customer] details page - [Contacts]. Associated object 【Business Opportunity】details page - under 【Contact】. Associated object【Visit】details page - under【Contact】.
• Entrance: [Contacts] list page
• Associated object【Customer】details page - under【Contact】.
• Associated object 【Business Opportunity】details page - under 【Contact】.
• Associated object【Visit】details page - under【Contact】.
• Scanning business cards: Create customers and contacts by scanning business cards on the mobile terminal.
• Lead conversion When a lead is converted, there is an option to convert to a contact. The operation entry is in [Sales Leads] list page-details page-more-handling-conversion leads
• When a lead is converted, there is an option to convert to a contact. The operation entry is in [Sales Leads] list page-details page-more-handling-conversion leads
• Import, see Import for details
• Duplicate check for business supplementary contacts when creating a new contact: In order to ensure the validity of the contact information, the system has a duplicate check. You can configure duplicate checking rules when new contacts are created in the background management. For details, see Duplicate checking settings . If all the conditions in the "New Duplicate Check" in the duplicate check settings are configured as "exact search", when the new contact is matched to an existing contact, the new creation will fail. If all the conditions in the "New Duplication Check" in the Duplicate Check Settings are configured as "Fuzzy Search", when the existing contacts are matched when creating a new one, the system will list similar contacts for the user to view and process, but it will not affect the existing contacts. You can continue to create a new contact.
• Contact duplicate check: In order to ensure the validity of the contact information, the system has a duplicate check. You can configure duplicate checking rules when new contacts are created in the background management. For details, see Duplicate checking settings . If all the conditions in the "New Duplicate Check" in the duplicate check settings are configured as "exact search", when the new contact is matched to an existing contact, the new creation will fail. If all the conditions in the "New Duplication Check" in the Duplicate Check Settings are configured as "Fuzzy Search", when the existing contacts are matched when creating a new one, the system will list similar contacts for the user to view and process, but it will not affect the existing contacts. You can continue to create a new contact.
• If all the conditions in the "New Duplicate Check" in the duplicate check settings are configured as "exact search", when the new contact is matched to an existing contact, the new creation will fail.
• If all the conditions in the "New Duplication Check" in the Duplicate Check Settings are configured as "Fuzzy Search", when the existing contacts are matched when creating a new one, the system will list similar contacts for the user to view and process, but it will not affect the existing contacts. You can continue to create a new contact.
• When creating a new customer, create a new contact at the same time When creating a new customer, add the "save and create a new contact" function, which can quickly create new contacts and improve input efficiency.
• When creating a new customer, the function of "save and create a new contact" is added, which can quickly create a new contact and improve input efficiency.

2.3 Common business operations for contacts

• See Common List Operations for common operations on the list page
• Add sales records, see sales records for details
• Common business operations, including changing the person in charge, adding relevant team members, printing, importing, exporting, editing, voiding, deleting, etc., see Common business operations
• Business operations combined with collaborative office, including forwarding, scheduling, reminders, making phone calls, sending emails, etc., see Common business for details Action

2.4 Mail

• Business Description: It is used to precipitate the emails between the current employee and the email address under the contact object.
• Business operation entry: "Email" on the [Contact] details page.
• Mail Tracking: The sent mail can track whether the user has read it. If the customer has read it, the read icon will be displayed in the mail deposit: and the unread icon:
• Related operations: Filter: You can filter by my received, my sent and all mail. send email
• Filtering: You can filter by my incoming, my outgoing and all emails.
• send email