如何将个微人脉导入系统，实现全流程管理？
只需安装软件， 不用改变现有流程，即可管理个微中的客户。
个微客户数据导入系统后台
在【销售】个微添加好友，向客户发送“名片”和“资料”后，即可将客户数据导入系统后台
销售撞单判重
如若多位【销售】在跟进相同的个微客户，小微AI将自动识别并发送信息提醒【销售负责人】重新分配跟进人
客户进程跟进
【销售】给“个微客户”【添加跟进记录】后，【销售负责人】就可以看到自动生成的【商机看板】【跟进报表】【周报】等，随时了解最新进展
商机管理
【销售】【创建商机】后，【销售负责人】可以在【商机看板】中，分阶段（需求沟通-方案评估-赢单-丢单）管理客户，有效推进商机
分配/流转
销售负责人可以重新分配长时间无进展的个微客户
操作路径：
销售负责人【收到客户无进展的通知】后，可以重新在【跟进记录】的中【分配跟进人】。
“原跟进人”和“新跟进人”将分别【收到分配通知】，新旧跟进人【与客户拉群交接】后，新跟进人【确认完成交接】，销售负责人【收到交接完成通知】，即完成分配/流转动作。
离职继承
客户信息已经留存在卫瓴·协同CRM中，无需额外交代，拉群即可完成交接。
操作路径：【原跟进人】将【新跟进人】与【客户】拉入同一群聊，说明转接事项，“客户信息”将自动继承给【新跟进人】，【新跟进人】确认完成交接后，销售总监接收到交接完成通知，离职继承即完成。
获得免费增量线索
除却获取所有销售的直接好友线索外，还可以通过个微人脉挖掘所有销售间接好友中的“免费增量线索”
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通过卫瓴，在大量【间接好友】中找到【高价值线索】
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可以通过【联系到间接好友】，进而与【间接好友】建立联系
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