1) Manually allocate inquiries (customers can be allocated to sub-accounts at the same time when allocating inquiries)

Before iteration: Inquiries can only be allocated to the corresponding sub-accounts

After iteration:

In addition to allocating inquiries, the main account can also check to allocate customers to the sub-account (not checked by default).

üIf the customer has not been added as "my customer" by any sub-account, the system will automatically add the customer as a customer of the sub-account after checking;

üIf the customer is already a customer of a salesperson, the system will transfer the customer to the newly assigned sub-account after checking;

üThis permission is only available to the main account. To avoid customer conflicts, the business manager currently only has the function of allocating inquiries, and the function of allocating customers is not checked.

2) Added the main account inquiry diversion setting function (the inquiries received by the main account can be "rotated" to the corresponding salesperson or business manager)

1. PC Inquiry List adds an inquiry setting entry:

Add "Inquiry Diversion Setting" on the left side of the Inquiry List page, and add a New logo, which can easily find the inquiry diversion setting

2. Enter the inquiry diversion setting interface:

The inquiries received by the main account can be "rotated" to the corresponding salesperson or business manager