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Sales CRM
Last access: 16 Jun 2021, 10am
Service Desk
Last access: 16 Jun 2021, 10am
Sales Online
Last access: 16 Jun 2021, 10am
Pham Duc Hieu
Duchieuna@gmail.com
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DANH SÁCH QUY TRÌNH GHI DOANH SỐ
TẠO QUY TRÌNH
Tên quy trình:
*
Phân hệ:
Rule Based
Manual
Chế độ phê duyệt:
Condition-based
Sub
ĐIỀU KIỆN ÁP DỤNG
Rule conditions:
Master table
Accounts
Accounts 1
Accounts 2
Accounts 3
Add child table
with
without
Accounts
Accounts 1
Accounts 2
Accounts 3
Cancel
Save
Add Filter for
Accounts
All
Any
of these conditions are true
Fields
Select field
Select field 1
Select field 2
Select field 3
Operator
is equal to
is equal to 1
is equal to 2
is equal to 3
Value
Value in other field
Link crossed table
Display column
Task
Task 1
Task 2
Task 3
Add Filter for
Task
All
Any
of these conditions are true
Fields
Select field
Select field 1
Select field 2
Select field 3
Operator
is equal to
is equal to 1
is equal to 2
is equal to 3
Value
Value in other field
NGƯỜI YÊU CẦU GHI/ HỦY GHI
Người dùng
Select field 1
Select field 2
Select field 3
Nhân viên phụ trách
is equal to 1
is equal to 2
is equal to 3
Người dùng
Select field 1
Select field 2
Select field 3
Nhân viên phụ trách
is equal to 1
is equal to 2
is equal to 3
NGƯỜI PHÊ DUYỆT
Người dùng
Select field 1
Select field 2
Select field 3
Nhân viên phụ trách
is equal to 1
is equal to 2
is equal to 3
Người dùng
Select field 1
Select field 2
Select field 3
Nhân viên phụ trách
is equal to 1
is equal to 2
is equal to 3
KHI NÀO THÌ BẢN GHI ĐƯỢC XÁC NHẬN LÀ ĐÃ DUYỆT
Bất kỳ ai duyệt
Tất cả duyệt
HÀNH ĐỘNG SAU KHI GHI DOANH SỐ
Cho phép hủy tình trạng ghi khi đã ghi
Cho phép sửa số liệu sau khi duyệt
Action
Action Name
To Add/ Apply
To Modify
To Delete
To Email
a Note
a Task
a Playbook
New note
Task Name
Type
Select field
Select field 1
Select field 2
Select field 3
Playbook Name
Select field
Select field 1
Select field 2
Select field 3
Action Name
To Add/ Apply
To Modify
To Delete
To Email
Data records
Fields
Select field
Select field 1
Select field 2
Select field 3
Value
Value in other field
Action Name
To Add/ Apply
To Modify
To Delete
To Email
Type
Select field
Select field 1
Select field 2
Select field 3
Select email template:
Select email template 1
Select email template 2
Select email template 3
Add new email template
From
Select field
Select field 1
Select field 2
Select field 3
To
Select field
Select field 1
Select field 2
Select field 3
Save email to Leads
Save email to Contacts
Cancel
Save
Create SLA
Name
*
Apply For
*
Rule Based
Manual
Điều kiện áp dụng
*
Condition-based
Sub
Rule conditions:
Master table
Accounts
Accounts 1
Accounts 2
Accounts 3
Add child table
with
without
Accounts
Accounts 1
Accounts 2
Accounts 3
Cancel
Save
Add Filter for
Accounts
All
Any
of these conditions are true
Fields
Select field
Select field 1
Select field 2
Select field 3
Operator
is equal to
is equal to 1
is equal to 2
is equal to 3
Value
Value in other field
with
Deals
Deals 1
Deals 2
Deals 3
Add Filter for
Deals
All
Any
of these conditions are true
Fields
Select field
Select field 1
Select field 2
Select field 3
Operator
is equal to
is equal to 1
is equal to 2
is equal to 3
Value
Value in other field
Link crossed table
Display column
Task
Task 1
Task 2
Task 3
Add Filter for
Task
All
Any
of these conditions are true
Fields
Select field
Select field 1
Select field 2
Select field 3
Operator
is equal to
is equal to 1
is equal to 2
is equal to 3
Value
Value in other field
Bảng SLA
Nhắc nhở khi SLA sắp bị vượt quá:
Kích hoạt trước hạn
is equal to
is equal to 1
is equal to 2
is equal to 3
phút
TRẢ LỜI KHÁCH HÀNG
GIẢI QUYẾT SỰ CỐ
Thông báo khi SLA bị vượt quá:
Kích hoạt sau hạn
is equal to
is equal to 1
is equal to 2
is equal to 3
phút
TRẢ LỜI KHÁCH HÀNG
GIẢI QUYẾT SỰ CỐ
Call
Detail
Anne Lynch
CIO
60
Company
Cyberdince System Corp
Best time to contact
This Friday
Calling
0965916288
00 : 00 : 00
Purpose of the call
Purpose 1
Purpose 2
Purpose 3
Purpose 4
Call outcome
Call Outcome 1
Call Outcome 2
Call Outcome 3
Call Outcome 4
Call
Anne Lynch
CIO
Calling
0965916288
Question 1:
Câu hỏi 2:
question question question question question qu question question
Câu hỏi 2:
question question question question question qu question question
Yes
No
