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32 total results found

How to find the shortcuts in the chat toolbar?

Sales Employee empowerment

中文During one-on-one or group chats with customers, employees can click on Quick Reply and Customer Profile in the chat toolbar to improve the accuracy and efficiency of communication services and enhance the customer experience.Step 1: Click to enter the chat ...

source
elink-help-center
language
en
source_row
1039
legacy_first_id
491
legacy_second_id
499

如何找到聊天工具栏里面的快捷方式?

销售 员工赋能

English员工在与客户单聊/群聊过程中,可点击聊天工具栏中的快捷回复和客户画像,提升沟通服务精准度、效率和客户体验。第一步:点击进入与外部联系人(客户)的聊天对话框第二步:点击聊天工具栏图标,即可看到聊天工具栏入口(1) PC端,点击下图中右侧图标(2) 手机端(移动端),点击下图中的右上角图标

source
elink-help-center
language
zh
source_row
1039
legacy_first_id
491
legacy_second_id
499

Frequently Asked Questions about Conversation Content Archiving

Sales Data monitoring

中文Q1:What types of messages are restricted from being archived by the conversation archiving feature?Answer: The conversation archiving feature does not archive 'video calls' or the message content in the 'File Transfer Assistant'. Customers can disable these ...

source
elink-help-center
language
en
source_row
1049
legacy_first_id
491
legacy_second_id
500

会话内容存档常见问题

销售 数据监控

EnglishQ1:会话存档功能限制存档哪些消息类型?答:会话存档不能存档“视频通话”、不能存档“文件传输助手”中的消息内容,客户可在企微后台对这两个功能进行禁用。Q2:【小鹅通SCRM】到期,但会话内容存档未到期,还会存档会话吗?答:不会存档会话,产品页面会给出提示,告知若不续费,将不会拉取会话内容进行存档,把选择权交给客户;未续费期间,未存档的会话内容不支持找回(企业微信限制只能拉取近三天的会话内容)Q3:【小鹅通SCRM】到期后不再续费,之前使用会话存档保存的内容如何处理?答:【小鹅通SCRM】会为客户继续保...

source
elink-help-center
language
zh
source_row
1049
legacy_first_id
491
legacy_second_id
500

Explanation of Function Adjustments Related to External Contact Secret

Sales Enterprise WeChat Configuration

中文Due to the adjustment of the official capabilities of Enterprise WeChat, starting from December 19, 2023, the usage conditions and capabilities of some SCRM functions have been adjusted:1. When usingfunctions such as 'Customer Tags', 'Group List - Export', '...

source
elink-help-center
language
en
source_row
1063
legacy_first_id
491
legacy_second_id
501

关于外部联系人Sercet相关功能调整说明

销售 企微配置

English因企微官方能力调整,自2023.12.19日起,SCRM部分功能使用条件和能力有调整:1. 使用“客户标签”、“群列表-导出”、“客户统计-导出”、“群统计-导出”、“海报素材”、“企业名片”等功能不再需要配置外部联系人Sercet;2. “客户标签”不再支持编辑和删除企微后台及第三方创建的标签;3.  使用“海报素材”和“企业名片”需配置“代开发自建应用”,如何配置可详见帮助中心-小鹅通

source
elink-help-center
language
zh
source_row
1063
legacy_first_id
491
legacy_second_id
501

Introduction to Community Statistics Details

Sales Customer reach

中文I. Indicator Definitions1. Total number of group chats: As of the last day of the statistical period, the number of customer groups owned by members.2. Number of newly added group chats: During the statistical period, the number of customer groups newly owne...

source
elink-help-center
language
en
source_row
1079
legacy_first_id
491
legacy_second_id
498

群统计详情介绍

销售 客户触达

English一、指标定义1、群聊总数:截至统计周期最后一天,成员拥有的客户群的数量2、新增群聊数:统计周期内,员工新拥有的客户群的数量,来源包括创建群聊、他人转让3、有过消息的群聊数:统计周期内,群成员有发过消息的客户群的数量4、群成员总数:截至统计周期最后一天,成员拥有的客户群中群成员的数量5、新增群成员数:统计周期内,成员的客户群中新加入的群成员的数量6、退群群成员数:统计周期内,成员的客户群中退群的群成员的数量7、发过消息的群成员数:统计周期内,在客户群中发过消息的群成员的数量二、常见问题1、数据更新时机与...

source
elink-help-center
language
zh
source_row
1079
legacy_first_id
491
legacy_second_id
498

What does the management scope in permission management refer to?

Sales Enterprise management

中文1. What is the management scope? What is the purpose of setting the management scope?The management scope determines which members' or departments' customer data and community data within the enterprise a member can view. Merchants can effectively protect th...

source
elink-help-center
language
en
source_row
1080
legacy_first_id
491
legacy_second_id
1186

权限管理中的管理范围指的是什么?

销售 企业管理

English1、什么是管理范围?设置管理范围的作用是什么?管理范围决定了成员可查看企业哪些成员或部门的客户数据和群数据。商家可以通过设置角色所拥有的管理范围来有效的保护企业的数据资产。2、具体哪些功能模块涉及到了客户数据和群数据在设置了角色的管理范围后,成员在以下功能中只能查看管理范围内成员/部门的客户数据和群数据;并且在选择员工筛选条件中,也只能筛选管理范围内的成员和部门。

source
elink-help-center
language
zh
source_row
1080
legacy_first_id
491
legacy_second_id
1186

客户统计详情介绍

销售 客户管理

English一、指标定义1、客户总数:本应用可见范围内企业成员添加的客户数量总和。2、新增客户数:本应用可见范围内企业成员新添加的客户数量。3、流失客户数:将本应用可见范围内企业成员删除或加入黑名单的客户数量。二、常见问题1、数据更新时机与跨天计算(1)数据多久更新一次?每晚12:00更新,且每个自然日的数据更新后不会被改变。【例如】首日张三添加了3个客户,但是隔日删除了这3个客户,则首日的「新增客户数」仍为“3”;首日内张三添加了3个客户,但立即删除了这3个客户,则首日的“新增客户数”为“0”,因为当晚12:0...

source
elink-help-center
language
zh
source_row
1078
legacy_first_id
491
legacy_second_id
497

Introduction to customer statistics details

Sales Customer management

中文I. Indicator Definitions1. Total number of customers: The total number of customers added by enterprise members within the visible range of this application.2. Number of newly added customers: The number of new customers added by enterprise members within th...

source
elink-help-center
language
en
source_row
1078
legacy_first_id
491
legacy_second_id
497

流量池帮助说明文档

销售 线索管理

English一、功能介绍流量池用于圈定某一个渠道进入的线索,市场人员可通过流量池分析该渠道的线索质量,流量池包含无跟进人线索和已有跟进人线索。二、使用目的市场人员通过流量池分析在公域获取的线索质量三、  权限说明仅流量池负责人可以查看当前流量池内所有线索四、操作路径流量池:电脑端管理台 → SCRM → 线索管理 → 流量池流量池设置:电脑端管理台 → SCRM → 企业管理 → 流量池设置五、使用教程使用前提联系服务管家开启白名单,否则功能将展示‘敬请期待’字样设置流量池负责人流量池负责人可看见流量池的所有线索...

source
elink-help-center
language
zh
source_row
1386
legacy_first_id
491
legacy_second_id
1244

Traffic Pool Help Documentation

Sales Lead management

中文I. Function IntroductionThe Traffic Pool is used to isolate leads from a specific channel. Marketers can analyze the quality of leads from this channel through the Traffic Pool. The Traffic Pool includes leads without a follow - up person and leads with a fo...

source
elink-help-center
language
en
source_row
1386
legacy_first_id
491
legacy_second_id
1244