Company and contact identity.
Record company, contact, contact details, tags and owner.
See the actual stepsCustomer records and contact identities
More than a name.A complete customer overview.
Keep company, contact identity and owner together so a handover is easier to understand.
Original blank product form. No customer has been entered or saved. Fields and entry points are shown; no customer creation is implied.
See this feature's highlights.
real work.
Details worth exploring.
Stage and owner.
Add customer company information and adjust stages to real progress.
See the actual stepsCommunication and next step.
Continue reviewing communication, opportunities and next steps from the same profile.
See how to checkBefore you begin, get prepared.
Customer identity: genuine company, contact, email, phone and related information.
See application scenariosUse it for this specific task.
When a first contact becomes ongoing follow-up, keep the company, contact and owner in a customer profile others can continue using.
See application scenariosFinish this step. Continue to the next.
Continue recording communication, opportunities and actions in the same profile. Adjust the 7 customer stages to the actual situation.
See application scenariosCompany and contact identity.
Stage and owner.
Keep company, contact identity and owner together so a handover is easier to understand.
This feature's focus7
customer stages
Source: customer-profile stage directory. Users maintain stages according to actual progress; stages do not imply automatic sales.
When to use it
Prepare first.
Make this task specific.
When a first contact becomes ongoing follow-up, keep the company, contact and owner in a customer profile others can continue using.
Customer identity
genuine company, contact, email, phone and related information.
Business arrangements
tags, owner, company details and actual stage.
Complete steps
From the start.
To the next step.
Save companies, contacts, emails, phone numbers, tags, owners and customer company details. Record 7 stages from new customer to sale. A WeChat ID field does not provide chat integration.
01
Record company, contact, contact details, tags and owner.
02
Add customer company information and adjust stages to real progress.
03
Continue reviewing communication, opportunities and next steps from the same profile.
Understand the tool and human handling separately
What the tool handles.
What you decide.
Company and contact identity.
Keep company, contact identity and owner together so a handover is easier to understand.
Add customer company information and adjust stages to real progress.
3 key points.
After confirmation, continue.
- The company identity and contact should match.
- Stages reflect actual business progress. An inquiry should not be recorded as a completed sale.
- A WeChat ID is a contact information field, not an integration with WeChat chats.
This compares feature handling scopes. Scenarios explain the sequence, not measured efficiency or completed customer cases.
Explain the feature through real work
This time.
Overview.
Suppose a colleague needs to take over a customer you have already contacted.
Hypothetical scenario · Feature explanation, not a customer case or completed AI resultForward only a phone number, without company or business context.
Review the profile's identity, owner and previous communication before deciding the next step.
Connect the work from step to step
Make this step clear.
Connect the next step.
Continue recording communication, opportunities and actions in the same profile. Adjust the 7 customer stages to the actual situation.
Return to Xunqi and CRM customer management for the complete workflowUnderstand before use
Bring the actual conditions.
Continue this step of the work.
Users verify customer identity, contact details and stage. The WeChat ID field is not a WeChat chat integration.
Product facts and FAQsBack to the product feature directoryMore details in this product
Customer timeline
Connect individual records to the same customer to recover the context of the previous conversation.
Explore this feature on its own