All associated activity information related to business objects will be displayed in CRM information, including sales records, service records, feedback information at each stage of the sales process, or fieldwork sign-in generated by associated accounts or contacts when signing in through "Application-Fieldwork" or report, post, approval, task, calendar and instruction associated with CRM business records in collaborative office.
Through the CRM information, you can quickly check all the CRM follow-up information within your visible range, keep abreast of the business follow-up situation and give corresponding feedback, so as to speed up information circulation and strengthen team cohesion.
1. System Preset Scene
- CRM Information of My Responsible Account: the owner is the current user, and the associated business object is all sales records and related activity information of the account.
- CRM Information of My Responsible Contacts: the owner is the current user, and the associated business object is all sales records and related activity information of the contacts.
- CRM Information of My Responsible Opportunity: the owner is the current user, and the associated business object is all sales records and related activity information of the opportunity.
- CRM Information of Accounts My Subordinates Follow up or Serve: the relevant team includes the subordinates of the current user, and the associated business object is all sales records and related activity information of the account.
- CRM Information of My Subordinate's Responsible Related Business: the owner is the subordinate of the current user, and the associated business objects are all sales records and related activity information of accounts, contacts and opportunities.
- CRM Information of My Responsible Department: the owner of the department to which the owner belongs is the current user, and the associated business objects are all sales records and related activity information of accounts, contacts, and opportunities.
- CRM Information of My Responsible Sales Leads: the owner is the current user, and the associated business object is all sales records and related activity information of sales leads.
2. CRM Information View
The types of information displayed in CRM information include sales records, service records, sales process, fieldwork sign-in, report, post, approval, task, calendar, and instruction. For details, please refer to Sales Record