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星轨询盘管理新增自动收回配置功能,便于信息的自动化流转和处理

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星轨询盘管理新增自动收回配置功能,便于信息的自动化流转和处理

时间:2020.08.21

发布:管理员

摘要: 星轨询盘管理周期更新日志(2020/08/07-2020/08/21)新增功能包括增加自动收回配置,可设置信息的自动回收规则,适用于信息的自动化流转和处理。功能优化包括备案类型相关...

星轨询盘管理周期更新日志(2020/08/07-2020/08/21)

【新增功能】

1.增加自动收回配置:可设置信息的自动回收规则,适用于信息的自动化流转和处理。如信息类型编辑为无效后可自动收回到待分配,由原接待人员/负责人重新处理或者放在小组共享信息其他销售可以领取

【功能优化】

1.备案类型相关调整:备案在星轨上的主要是指「销售人员自己获得的信息,需要备案记录到星轨上处理」,本次把备案调整为信息类型的标记存在

2.数据统计优化:负责人/观察员进入数据统计,范围为全部状态的时候,数据排行默认按照人员排行

3.人员管理优化:增加组织管理员可以修改组织内成员昵称的功能。主要适用于现在不能从企业微信上获取成员姓名,需要通知成员去改,现在可以在安装完成后直接在星轨-人员管理给成员修改昵称

4.其他小功能细节的优化(1共计4个小功能细节)

【缺陷修复】
其他线上已知缺陷的修复上线

  • 企业线上总部建设服务(基础版)
    企业线上总部建设服务(基础版)
    企业线上总部建设服务是针对制造企业网络营销推广需求的官方网站建设服务,基础版适合希望尝试进行网络推广来获取客户,且已有官网效果不好或官网年久失修,需要重新包装展示的建站需求。
  • 企业线上总部建设服务(高级版)
    企业线上总部建设服务(高级版)
    企业线上总部建设服务是针对制造企业网络营销推广需求的官方网站建设服务,高级版适合除有标准版相关的需求外,还有较为明确的网站应用场景需要,希望能科学规划升级网站效果,契合自身网络营销需要。
  • 企业线上总部建设服务(快捷版)
    企业线上总部建设服务(快捷版)
    企业线上总部建设服务是针对制造企业网络营销推广需求的官方网站建设服务,快捷版适合营销型官网建设需求的企业用户,并通过SEO优化提升网站排名和收录,提供丰富的建站模板。
  • 星光互动(免费版)
    星光互动(免费版)
    星光互动是悉知科技研发的基于企业打造全渠道会员体系及私域流量运营的会员管理系统。星光互动会员管理系统免费版支持API录入,打造企业全渠道私域流量。
  • 星矿关键词预测工具
    星矿关键词预测工具
    星矿关键词预测工具是悉知科技独立开发的,为从事关键词优化、竞价人员和站长提供seo关键词预测、导出以及维护的工具。
  • 星矿内容生成工具
    星矿内容生成工具
    星矿内容生成工具是悉知科技研发的通过机器对原创内容的学习,帮助用户生成大量原创软文的SEO内容工具,为用户解决原创难、人力成本高,效果慢且不稳定的问题。
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