Customers and their current situation.
Review the current state of saved customers, opportunities and tasks.
See the actual stepsCustomer business overview
Today’s work.Open it. Find a starting point.
Build the day's schedule on recorded business and reduce context switching.
01 · Start from
Current business information
Review the current state of saved customers, opportunities and tasks.
02 · Continue handling
Review and preparation
Use regional distribution and work patterns to identify what needs attention.
03 · You decide
Check, then continue
Open the relevant customer or task to handle today's work.
Feature workflow illustration. No corresponding result screenshot is currently available. This is not completed business or an AI-generated result.
See this feature's highlights.
real work.
Details worth exploring.
Opportunities and business progress.
Use regional distribution and work patterns to identify what needs attention.
See the actual stepsTo-dos for today’s work.
Open the relevant customer or task to handle today's work.
See how to checkCustomers and their current situation.
Opportunities and business progress.
Build the day's schedule on recorded business and reduce context switching.
This feature's focusToday
Plan the next step from recorded business activity
How the feature works. Actual results depend on information, permissions, and service requirements.
Complete steps
From the start.
To the next step.
View saved customers, opportunities, tasks, regional distribution and work patterns to plan the day. Charts use current records and do not infer unrecorded offline activity.
01
Review the current state of saved customers, opportunities and tasks.
02
Use regional distribution and work patterns to identify what needs attention.
03
Open the relevant customer or task to handle today's work.
Explain the feature through real work
This time.
a starting point.
Suppose you have inquiries to answer and follow-ups due on the same day.
Hypothetical scenario · Feature explanation, not a customer case or completed AI resultSearch across different lists to find the work.
Locate the customer or task in the overview, then open the actual record to handle it.
Understand the tool and human handling separately
What the tool handles.
What you decide.
Customers and their current situation.
Build the day's schedule on recorded business and reduce context switching.
Use regional distribution and work patterns to identify what needs attention.
3 key points.
After confirmation, continue.
- The overview reflects saved records only.
- Changes in charts should correspond to specific business records.
- Reconfirm the owner and actual due date for each task.
This compares feature handling scopes. Scenarios explain the sequence, not measured efficiency or completed customer cases.
When to use it
Prepare first.
Make this task specific.
At the start of the day, review saved customers, opportunities and tasks in the same context to decide what comes first.
Recorded business
customers, opportunities and current tasks.
Work context
regional distribution and existing work patterns.
Connect the work from step to step
Make this step clear.
Connect the next step.
After taking action, update the relevant information or task so the next overview reflects real progress.
Return to Xunqi and CRM customer management for the complete workflowUnderstand before use
Bring the actual conditions.
Continue this step of the work.
Charts use current system records. They exclude unrecorded offline business and do not predict sales.
Product facts and FAQsBack to the product feature directoryMore details in this product
Customer records and contact identities
Keep company, contact identity and owner together so a handover is easier to understand.
Explore this feature on its own