Member invitations with responses.
Invite members to accept or decline.
See the actual stepsTeams and customer assignment
Who receives the customer.Information and responsibility, together.
Clear customer ownership and member roles help several people continue the same business.
The invite field is empty and only the demo primary account is present. No invitations, members, or customer assignments were executed. Permissions depend on actual team roles.
See this feature's highlights.
real work.
Details worth exploring.
Customer assignments with owners.
Assign customers and owners according to actual team roles.
See the actual stepsRole permissions with a clear scope.
Revoke, leave or reassign when an adjustment is needed.
See how to checkMember invitations with responses.
Customer assignments with owners.
Clear customer ownership and member roles help several people continue the same business.
This feature's focusSomeone continues
Let multiple people continue the same business journey
How the feature works. Actual results depend on information, permissions, and service requirements.
Complete steps
From the start.
To the next step.
Invite members, accept or decline invitations, revoke invitations or leave. Assign customers to owners. Current team roles control what salespeople and managers can see and do.
01
Invite members to accept or decline.
02
Assign customers and owners according to actual team roles.
03
Revoke, leave or reassign when an adjustment is needed.
Explain the feature through real work
This time.
together.
Suppose a member takes over another colleague's customers.
Hypothetical scenario · Feature explanation, not a customer case or completed AI resultAssume sending an invitation grants access to every customer.
Confirm the role and customer assignments, then verify which information and actions are actually available.
Understand the tool and human handling separately
What the tool handles.
What you decide.
Member invitations with responses.
Clear customer ownership and member roles help several people continue the same business.
Assign customers and owners according to actual team roles.
3 key points.
After confirmation, continue.
- The invitee must accept or decline the invitation.
- Salesperson and manager permissions follow the current role controls.
- After revoking access, leaving a team or changing an owner, check who remains responsible for the business.
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.
When several people handle customers together, establish member identities before assigning visibility and responsibility.
Member arrangements
the people to invite and current team roles.
Customer arrangements
the customers to assign and their actual owners.
Connect the work from step to step
Make this step clear.
Connect the next step.
Use timelines, tasks and opportunities to explain progress during handover, providing context the next person can continue.
Return to Xunqi and CRM customer management for the complete workflowUnderstand before use
Bring the actual conditions.
Continue this step of the work.
Visibility and operation permissions follow current role controls. Invitations do not automatically grant access to every customer.
Product facts and FAQsBack to the product feature directoryMore details in this product
Customer information preview and import
Separate information preparation from final entry to leave room for checks and edits.
Explore this feature on its own