几何鸟营销引擎人员操作 + 客户生命周期事件 + 系统自动任务
| 时间 | 操作人 | 操作 | 编号 | 客户/对象 | 字段 | 变更 | CRM |
|---|---|---|---|---|---|---|---|
| 07-07 20:26 | 系统联动 | 修改客户阶段 | group2339 | 客户阶段 | 目标客户 → 商机客户 | ||
| 07-07 20:26 | 廖乐男 | 新建商机 | group2339 | 已同步 | |||
| 07-07 20:26 | 廖乐男 | 新建跟进 | group2339 | 根据提供尺寸2.9米橱柜999+22平衣柜999+木门1680合计5万 | |||
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{"content": "根据提供尺寸2.9米橱柜999+22平衣柜999+木门1680合计5万", "progress_id": "local_1783427181_700207fb", "progress_type": ""}
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| 07-07 20:24 | 系统联动 | 修改客户阶段 | group2340 | 客户阶段 | 目标客户 → 商机客户 | ||
| 07-07 20:24 | 廖乐男 | 新建商机 | group2340 | 已同步 | |||
| 07-07 20:23 | 廖乐男 | 修改客户字段 | person_add2347 | 1 项变更 | 手机号 →18510887615 | ||
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{"changes": [{"field": "mobile", "old": "", "new": "18510887615"}]}
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| 07-07 20:22 | 廖乐男 | 新建跟进 | group2340 | 在住房做局改大概13平,预算13000元,周六进店看看产品和工艺,抽屉680元一个 | |||
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{"content": "在住房做局改大概13平,预算13000元,周六进店看看产品和工艺,抽屉680元一个", "progress_id": "local_1783426962_83e88492", "progress_type": ""}
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| 07-07 20:14 | 廖乐男 | 新建跟进 | group2343 | 客户对比价格,实木衫木+欧松板合计114000元 | |||
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{"content": "客户对比价格,实木衫木+欧松板合计114000元", "progress_id": "local_1783426440_2dda4bc6", "progress_type": ""}
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| 07-07 20:09 | 廖乐男 | 登录 | - | 廖乐男 | 销售 | ||
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{"userid": "LiaoLeNan", "roles": ["sales"], "data_scope": "self", "is_admin": false, "ua": "Mozilla/5.0 (Windows NT 10.0; WOW64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/129.0.6668.101 Safari/537.36 Language"}
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| 07-07 19:03 | 廖乐男 | 新建跟进 | person_add2347 | 电话沟通客户对比价格,爱格板899 门板 模压299 | |||
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{"content": "电话沟通客户对比价格,爱格板899 门板 模压299", "progress_id": "local_1783422215_8bcc4c0d", "progress_type": ""}
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| 07-07 17:58 | 系统 | 客户群创建 | - |
新群
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林小莲、马特、卓光、李凤伟、廖乐男 + wm88YMIw | - → 6人(含1客户) | |
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{"群名": "", "员工": ["林小莲", "马特", "卓光", "李凤伟", "廖乐男"], "客户": ["wm88YMIw"], "总人数": 6, "客户数": 1}
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| 07-07 17:58 | 林小莲 | 修改客户字段 | group2344 | 2 项变更 | 预算区间 未知→,装修状态 未知→ | ||
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{"changes": [{"field": "attr_budget", "old": "未知", "new": ""}, {"field": "attr_renovation", "old": "未知", "new": ""}]}
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| 07-07 17:58 | 林小莲 | 修改客户字段 | group2344 | 1 项变更 | 归属人 林小莲→廖乐男 | ||
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{"changes": [{"field": "owner_id", "old": "林小莲", "new": "廖乐男"}]}
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| 07-07 17:12 | 林小莲 | 批量改客户类型 | - | 外协人员 | {"type_id": 14, "type_name": "外协人员", "count": 3} | ||
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{"type_id": 14, "type_name": "外协人员", "count": 3}
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| 07-07 17:11 | 林小莲 | 批量转公海 | phone_iphone2190 | 公海状态 | → 暂时无效客户 电话线索,未加 | ||
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{"sea_pool": "暂时无效客户", "reason": "电话线索,未加"}
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| 07-07 17:11 | 林小莲 | 批量转公海 | phone_iphone2191 | 公海状态 | → 暂时无效客户 电话线索,未加 | ||
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{"sea_pool": "暂时无效客户", "reason": "电话线索,未加"}
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| 07-07 17:11 | 林小莲 | 批量转公海 | phone_iphone2192 | 公海状态 | → 暂时无效客户 电话线索,未加 | ||
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{"sea_pool": "暂时无效客户", "reason": "电话线索,未加"}
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| 07-07 17:11 | 林小莲 | 批量转公海 | phone_iphone2194 | 公海状态 | → 暂时无效客户 电话线索,未加 | ||
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{"sea_pool": "暂时无效客户", "reason": "电话线索,未加"}
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| 07-07 17:11 | 林小莲 | 批量转公海 | phone_iphone2195 | 公海状态 | → 暂时无效客户 电话线索,未加 | ||
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{"sea_pool": "暂时无效客户", "reason": "电话线索,未加"}
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| 07-07 17:11 | 林小莲 | 批量转公海 | phone_iphone2203 | 公海状态 | → 暂时无效客户 电话线索,未加 | ||
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{"sea_pool": "暂时无效客户", "reason": "电话线索,未加"}
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| 07-07 17:11 | 林小莲 | 批量转公海 | phone_iphone2207 | 公海状态 | → 暂时无效客户 电话线索,未加 | ||
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{"sea_pool": "暂时无效客户", "reason": "电话线索,未加"}
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| 07-07 17:11 | 林小莲 | 批量转公海 | phone_iphone2211 | 公海状态 | → 暂时无效客户 电话线索,未加 | ||
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{"sea_pool": "暂时无效客户", "reason": "电话线索,未加"}
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| 07-07 17:11 | 林小莲 | 批量转公海 | phone_iphone2212 | 公海状态 | → 暂时无效客户 电话线索,未加 | ||
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{"sea_pool": "暂时无效客户", "reason": "电话线索,未加"}
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| 07-07 17:11 | 林小莲 | 批量转公海 | phone_iphone2228 | 公海状态 | → 暂时无效客户 电话线索,未加 | ||
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{"sea_pool": "暂时无效客户", "reason": "电话线索,未加"}
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| 07-07 17:11 | 林小莲 | 批量转公海 | phone_iphone2231 | 公海状态 | → 暂时无效客户 电话线索,未加 | ||
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{"sea_pool": "暂时无效客户", "reason": "电话线索,未加"}
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| 07-07 17:11 | 林小莲 | 批量转公海 | phone_iphone2232 | 公海状态 | → 暂时无效客户 电话线索,未加 | ||
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{"sea_pool": "暂时无效客户", "reason": "电话线索,未加"}
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| 07-07 17:11 | 林小莲 | 批量转公海 | phone_iphone2233 | 公海状态 | → 暂时无效客户 电话线索,未加 | ||
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{"sea_pool": "暂时无效客户", "reason": "电话线索,未加"}
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| 07-07 17:11 | 林小莲 | 批量转公海 | phone_iphone2256 | 公海状态 | → 暂时无效客户 电话线索,未加 | ||
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{"sea_pool": "暂时无效客户", "reason": "电话线索,未加"}
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| 07-07 17:11 | 林小莲 | 批量转公海 | phone_iphone2258 | 公海状态 | → 暂时无效客户 电话线索,未加 | ||
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{"sea_pool": "暂时无效客户", "reason": "电话线索,未加"}
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| 07-07 17:10 | 林小莲 | 批量转公海 | phone_iphone2103 | 公海状态 | → 暂时无效客户 电话线索,未加 | ||
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{"sea_pool": "暂时无效客户", "reason": "电话线索,未加"}
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| 07-07 17:10 | 林小莲 | 批量转公海 | phone_iphone2116 | 公海状态 | → 暂时无效客户 电话线索,未加 | ||
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{"sea_pool": "暂时无效客户", "reason": "电话线索,未加"}
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| 07-07 17:10 | 林小莲 | 批量转公海 | phone_iphone2122 | 公海状态 | → 暂时无效客户 电话线索,未加 | ||
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{"sea_pool": "暂时无效客户", "reason": "电话线索,未加"}
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| 07-07 17:10 | 林小莲 | 批量转公海 | phone_iphone2125 | 公海状态 | → 暂时无效客户 电话线索,未加 | ||
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{"sea_pool": "暂时无效客户", "reason": "电话线索,未加"}
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| 07-07 17:10 | 林小莲 | 批量转公海 | phone_iphone2126 | 公海状态 | → 暂时无效客户 电话线索,未加 | ||
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{"sea_pool": "暂时无效客户", "reason": "电话线索,未加"}
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| 07-07 17:10 | 林小莲 | 批量转公海 | phone_iphone2127 | 公海状态 | → 暂时无效客户 电话线索,未加 | ||
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{"sea_pool": "暂时无效客户", "reason": "电话线索,未加"}
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| 07-07 17:10 | 林小莲 | 批量转公海 | phone_iphone2128 | 公海状态 | → 暂时无效客户 电话线索,未加 | ||
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{"sea_pool": "暂时无效客户", "reason": "电话线索,未加"}
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| 07-07 17:09 | 林小莲 | 新建跟进 | phone_iphone2342 | 湖南号码,接通说不需要,不加微 | |||
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{"content": "湖南号码,接通说不需要,不加微", "progress_id": "local_1783415389_5e92e634", "progress_type": ""}
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| 07-07 17:03 | 系统 | 客户群创建 | - |
新群
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林小莲、马特、卓光、李凤伟、廖乐男 + wm88YMIw | - → 6人(含1客户) | |
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{"群名": "", "员工": ["林小莲", "马特", "卓光", "李凤伟", "廖乐男"], "客户": ["wm88YMIw"], "总人数": 6, "客户数": 1}
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| 07-07 17:02 | 林小莲 | 修改客户字段 | person_add2347 | 2 项变更 | 装修状态 未知→,预算区间 未知→ | ||
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{"changes": [{"field": "attr_renovation", "old": "未知", "new": ""}, {"field": "attr_budget", "old": "未知", "new": ""}]}
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| 07-07 17:02 | 林小莲 | 修改客户字段 | person_add2347 | 1 项变更 | 归属人 林小莲→廖乐男 | ||
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{"changes": [{"field": "owner_id", "old": "林小莲", "new": "廖乐男"}]}
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| 07-07 16:53 | 系统 | 群成员加入 | group2337 | 6人 → 7人 | |||
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{"变动": "+1", "当前成员": 7, "客户数": 2}
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| 07-07 16:47 | 陈晓曼 | 登录 | - | 陈晓曼 | opskefu | ||
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{"userid": "JiHeNiaoQuanWuDingZhi", "roles": ["ops", "kefu"], "data_scope": "all", "is_admin": false, "ua": "Mozilla/5.0 (iPhone; CPU iPhone OS 18_7 like Mac OS X) AppleWebKit/605.1.15 (KHTML, like Gecko) Mobile/15E148 wxwork/5."}
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| 07-07 16:46 | 系统 | 客户群创建 | - |
新群
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林小莲、马特、卓光、李凤伟、廖乐男 + wm88YMIw | - → 6人(含1客户) | |
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{"群名": "", "员工": ["林小莲", "马特", "卓光", "李凤伟", "廖乐男"], "客户": ["wm88YMIw"], "总人数": 6, "客户数": 1}
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| 07-07 16:46 | 林小莲 | 修改客户字段 | group2348 | 1 项变更 | 归属人 林小莲→廖乐男 | ||
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{"changes": [{"field": "owner_id", "old": "林小莲", "new": "廖乐男"}]}
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| 07-07 16:39 | 系统 | 通知发出 | - | 客户完成需求调研 | 客户完成需求调研 | ||
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{"rule_id": 1, "event_key": "survey_completed", "routing": {"operator": {"enabled": true, "userid": "LinXiaoLian", "name": "林小莲", "source": "context.operator_userid"}, "owner": {"enabled": true, "userid": "LinXiaoLian", "name": "林小莲", "source": "context.owner_userid"}, "extra": [{"userid": "ZhuoGuang", "name": "卓光"}, {"userid": "LiBaiTian", "name": "李凤伟"}, {"userid": "LinXiaoLian", "name": "林小莲"}, {"userid": "JiHeNiaoQuanWuDingZhi", "name": "陈晓曼"}, {"userid": "MaTe", "name": "马特"}], "notify_all": false, "filtered_disabled": []}, "recipients_final": ["ZhuoGuang", "LiBaiTian", "LinXiaoLian", "MaTe", "JiHeNiaoQuanWuDingZhi"], "success": true, "wecom_errcode": 0, "wecom_errmsg": "ok", "msg": "已发送", "context_sample": {"qbh": "2348", "customer_name": "路", "phone": "13681373111", "score": 59, "grade": "C"}}
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| 07-07 16:39 | 客户 | 客户提交调研问卷 | group2348 | - → 面积:100-180平米 预算:2万以下 风格:法式复古 | |||
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{"客户编号": "2348", "称呼": "路", "电话": "13681373111", "面积": "100-180平米", "预算": "2万以下", "装修阶段": "待交房提前规划", "风格": "法式复古", "填写进阶": "否", "总用时": "269秒"}
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| 07-07 16:30 | 卫瓴CRM | 卫瓴更新联系人 | group2348 | user_name: 一路向前source_type: 1016source_name: 获客链接platform_source: wecom_acquisition_link | 已同步 | ||
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{"event_type": "contact_update", "external_ids": {"weiling_contact_id": "ae_Zf-uN_7YqT7WU-H7_dRYp9e10Qk82LHrX917lQrU"}, "payload_summary": {"user_name": "一路向前", "source_type": 1016, "source_name": "获客链接", "platform_source": "wecom_acquisition_link"}, "payload_hash": "9d46954f48fb", "is_new": false}
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| 07-07 16:29 | 卫瓴CRM | 卫瓴建客户 | group2348 | user_name: 一路向前 | 已同步 | ||
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{"event_type": "add_customer", "external_ids": {"weiling_customer_id": "MEesW-mscNFPK47uWVAvO88eywDHXMA9hmYqMxyCmlk"}, "payload_summary": {"user_name": "一路向前"}, "payload_hash": "7b471cab039d", "is_new": false}
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| 07-07 16:29 | 卫瓴CRM | 卫瓴更新联系人 | group2348 | user_name: 一路向前source_type: 1016source_name: 获客链接platform_source: wecom_acquisition_link | 已同步 | ||
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{"event_type": "contact_update", "external_ids": {"weiling_contact_id": "ae_Zf-uN_7YqT7WU-H7_dRYp9e10Qk82LHrX917lQrU"}, "payload_summary": {"user_name": "一路向前", "source_type": 1016, "source_name": "获客链接", "platform_source": "wecom_acquisition_link"}, "payload_hash": "9d46954f48fb", "is_new": false}
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| 07-07 16:29 | 卫瓴CRM | 卫瓴建联系人 | group2348 | user_name: 一路向前source_type: 1016source_name: 获客链接platform_source: wecom_acquisition_link | 已同步 | ||
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{"event_type": "contact_add", "external_ids": {"weiling_contact_id": "ae_Zf-uN_7YqT7WU-H7_dRYp9e10Qk82LHrX917lQrU"}, "payload_summary": {"user_name": "一路向前", "source_type": 1016, "source_name": "获客链接", "platform_source": "wecom_acquisition_link"}, "payload_hash": "9d46954f48fb", "is_new": false}
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