Find overdue and uncontacted customers.
Choose queues such as overdue, not contacted, no opportunity or no next step.
See the actual stepsCustomer analysis and work queues
Who needs attention.A specific work queue.
Turn the customer list into specific work to continue.
01 · Start from
Current business information
Choose queues such as overdue, not contacted, no opportunity or no next step.
02 · Continue handling
Review and preparation
Review the corresponding customers and recorded business to prioritize handling.
03 · You decide
Check, then continue
When analysis is needed, review customer or batch tasks and check the suggestions.
Feature workflow illustration. No corresponding result screenshot is currently available. This is not completed business or an AI-generated result.
Find overdue and uncontacted customers.
See opportunities and next steps.
Turn the customer list into specific work to continue.
This feature's focus6
customer work queues
Source: six queues—all active, needs attention, overdue, uncontacted, no opportunity, and no next step.
See this feature's highlights.
real work.
Details worth exploring.
See opportunities and next steps.
Review the corresponding customers and recorded business to prioritize handling.
See the actual stepsCheck suggestions against the business.
When analysis is needed, review customer or batch tasks and check the suggestions.
See how to checkBefore you begin, get prepared.
Current records: customers, contact status, opportunities and tasks.
See application scenariosUse it for this specific task.
As your customer base grows, use specific queues to find work with no next step or overdue actions.
See application scenariosFinish this step. Continue to the next.
After updating opportunities, tasks or actual communication, review the corresponding queue status.
See application scenariosExplain the feature through real work
This time.
specific.
Suppose a group of customers has no follow-up actions scheduled.
Hypothetical scenario · Feature explanation, not a customer case or completed AI resultOpen every profile separately to look for omissions.
Locate customers in the no-next-step queue, then check their profiles and schedule specific actions.
When to use it
Prepare first.
Make this task specific.
As your customer base grows, use specific queues to find work with no next step or overdue actions.
Current records
customers, contact status, opportunities and tasks.
Queue options
all active, needs attention, overdue, not contacted, no opportunity or no next step.
Complete steps
From the start.
To the next step.
Find work in 6 queues: all active, needs attention, overdue, not contacted, no opportunity and no next step. View individual customers or batch analysis tasks. Review AI suggestions; they do not establish buying intent.
01
Choose queues such as overdue, not contacted, no opportunity or no next step.
02
Review the corresponding customers and recorded business to prioritize handling.
03
When analysis is needed, review customer or batch tasks and check the suggestions.
Understand the tool and human handling separately
What the tool handles.
What you decide.
Find overdue and uncontacted customers.
Turn the customer list into specific work to continue.
Review the corresponding customers and recorded business to prioritize handling.
3 key points.
After confirmation, continue.
- Queue membership is based on information recorded in the system.
- Not contacted does not necessarily mean no real-world conversation has taken place.
- Review AI suggestions. They are not definitive conclusions about purchasing intent or risk.
This compares feature handling scopes. Scenarios explain the sequence, not measured efficiency or completed customer cases.
Connect the work from step to step
Make this step clear.
Connect the next step.
After updating opportunities, tasks or actual communication, review the corresponding queue status.
Return to Xunqi and CRM customer management for the complete workflowUnderstand before use
Bring the actual conditions.
Continue this step of the work.
Queue conditions come from system records. AI analysis requires a ready service and does not establish purchasing intent or a risk conclusion.
Product facts and FAQsBack to the product feature directoryMore details in this product
Opportunity stage records
Separate ongoing inquiries from confirmed sales to keep managing progress.
Explore this feature on its own