# 电商线索需求

# **电商线索业务搭建方案文档**

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文档版本：V1.0  
创建日期：2026年3月26日

目录

[电商线索业务搭建方案文档](#_Toc8092%20)

[一、项目概述](#_Toc5741%20)

[二、系统架构设计](#_Toc11597%20)

[2.1 表单结构关系](#_Toc23456%20)

[三、字段配置](#_Toc2305%20)

[3.1 电商线索询盘表字段](#_Toc25667%20)

[3.2 商机分配表字段](#_Toc17147%20)

[3.3 销售跟进表字段](#_Toc17745%20)

[四、业务规则配置](#_Toc21252%20)

[4.1 销售跟进表验证规则](#_Toc23356%20)

[五、提醒机制配置](#_Toc8274%20)

[5.1 询盘新建提醒（客户运营团队）](#_Toc8902%20)

[5.2 线索分配提醒（销售人员）](#_Toc9591%20)

[5.3 跟进到期提醒（销售人员）](#_Toc16809%20)

[六、报表需求](#_Toc30961%20)

一、项目概述

基于现有CRM线索模块，新增"电商线索"业务类型，通过主从表结构实现线索全生命周期管理，涵盖线索录入、商机分配、销售跟进三大核心环节。

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二、系统架构设计

2.1 表单结构关系

<table id="bkmrk-%E8%A1%A8%E5%8D%95%E5%90%8D%E7%A7%B0%E4%B8%9A%E5%8A%A1%E8%A7%92%E8%89%B2%E5%8A%9F%E8%83%BD%E5%AE%9A%E4%BD%8D%E8%A1%A8%E7%B1%BB%E5%9E%8B%E7%94%B5%E5%95%86%E7%BA%BF%E7%B4%A2%E8%AF%A2" style="border-collapse: collapse; border: none;"><colgroup><col style="width: 106.5pt;"></col><col style="width: 106.5pt;"></col><col style="width: 106.55pt;"></col><col style="width: 106.55pt;"></col></colgroup><tbody><tr><td style="width: 106.5pt; padding: 0pt 5.4pt; border-width: 1pt; border-style: solid; border-color: windowtext;">**表单名称**

</td><td style="width: 106.5pt; padding: 0pt 5.4pt; border-width: 1pt; border-style: solid; border-color: windowtext;">**业务角色**

</td><td style="width: 106.55pt; padding: 0pt 5.4pt; border-width: 1pt; border-style: solid; border-color: windowtext;">**功能定位**

</td><td style="width: 106.55pt; padding: 0pt 5.4pt; border-width: 1pt; border-style: solid; border-color: windowtext;">**表类型**

</td></tr><tr><td style="width: 106.5pt; padding: 0pt 5.4pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;"><span style="color: rgb(0, 0, 0);">电商线索询盘表</span>

</td><td style="width: 106.5pt; padding: 0pt 5.4pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;"><span style="color: rgb(0, 0, 0);">电商线索人员</span>

</td><td style="width: 106.55pt; padding: 0pt 5.4pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;"><span style="color: rgb(0, 0, 0);">线索信息录入</span>

</td><td style="width: 106.55pt; padding: 0pt 5.4pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;"><span style="color: rgb(0, 0, 0);">主表</span>

</td></tr><tr><td style="width: 106.5pt; padding: 0pt 5.4pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;"><span style="color: rgb(0, 0, 0);">商机分配表</span>

</td><td style="width: 106.5pt; padding: 0pt 5.4pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;"><span style="color: rgb(0, 0, 0);">客户运营人员</span>

</td><td style="width: 106.55pt; padding: 0pt 5.4pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;"><span style="color: rgb(0, 0, 0);">线索分配管理</span>

</td><td style="width: 106.55pt; padding: 0pt 5.4pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;"><span style="color: rgb(0, 0, 0);">主表（与询盘表为同一表单，分模块展示）</span>

</td></tr><tr><td style="width: 106.5pt; padding: 0pt 5.4pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;"><span style="color: rgb(0, 0, 0);">销售跟进表</span>

</td><td style="width: 106.5pt; padding: 0pt 5.4pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;"><span style="color: rgb(0, 0, 0);">销售人员</span>

</td><td style="width: 106.55pt; padding: 0pt 5.4pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;"><span style="color: rgb(0, 0, 0);">跟进记录录入</span>

</td><td style="width: 106.55pt; padding: 0pt 5.4pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;"><span style="color: rgb(0, 0, 0);">从表</span>

</td></tr></tbody></table>

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三、字段配置

3.1 电商线索询盘表字段

<table id="bkmrk-%E5%BA%8F%E5%8F%B7%E5%AD%97%E6%AE%B5%E5%90%8D%E7%A7%B0%E5%AD%97%E6%AE%B5%E7%B1%BB%E5%9E%8B%E6%98%AF%E5%90%A6%E5%BF%85%E5%A1%AB%E8%AF%B4%E6%98%8E1%E5%AE%A2%E6%88%B7%E5%9F%BA" style="border-collapse: collapse; width: 426.1pt; border: none;"><colgroup><col style="width: 42.05pt;"></col><col style="width: 94.4pt;"></col><col style="width: 74.7pt;"></col><col style="width: 68.2pt;"></col><col style="width: 146.75pt;"></col></colgroup><tbody><tr><td style="width: 42.05pt; padding: 7.5pt; border-width: 1pt; border-style: solid; border-color: windowtext;">**序号**

</td><td style="width: 94.4pt; padding: 7.5pt; border-width: 1pt; border-style: solid; border-color: windowtext;">**字段名称**

</td><td style="width: 74.7pt; padding: 7.5pt; border-width: 1pt; border-style: solid; border-color: windowtext;">**字段类型**

</td><td style="width: 68.2pt; padding: 7.5pt; border-width: 1pt; border-style: solid; border-color: windowtext;">**是否必填**

</td><td style="width: 146.75pt; padding: 7.5pt; border-width: 1pt; border-style: solid; border-color: windowtext;">**说明**

</td></tr><tr><td style="width: 42.05pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">1

</td><td style="width: 94.4pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">客户基础信息

</td><td style="width: 74.7pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">文本/组合

</td><td style="width: 68.2pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">是

</td><td style="width: 146.75pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">客户基本信息汇总

</td></tr><tr><td style="width: 42.05pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">2

</td><td style="width: 94.4pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">公司名称

</td><td style="width: 74.7pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">文本

</td><td style="width: 68.2pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">是

</td><td style="width: 146.75pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">客户所属企业名称

</td></tr><tr><td style="width: 42.05pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">3

</td><td style="width: 94.4pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">客户姓名

</td><td style="width: 74.7pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">文本

</td><td style="width: 68.2pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">是

</td><td style="width: 146.75pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">联系人姓名

</td></tr><tr><td style="width: 42.05pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">4

</td><td style="width: 94.4pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">联系电话

</td><td style="width: 74.7pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">电话

</td><td style="width: 68.2pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">是

</td><td style="width: 146.75pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">客户联系方式

</td></tr><tr><td style="width: 42.05pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">5

</td><td style="width: 94.4pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">线索来源

</td><td style="width: 74.7pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">下拉选择

</td><td style="width: 68.2pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">是

</td><td style="width: 146.75pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">询盘渠道标识

</td></tr><tr><td style="width: 42.05pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">6

</td><td style="width: 94.4pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">询盘时间

</td><td style="width: 74.7pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">日期时间

</td><td style="width: 68.2pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">自动

</td><td style="width: 146.75pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">系统自动生成

</td></tr><tr><td style="width: 42.05pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">7

</td><td style="width: 94.4pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">录入人员

</td><td style="width: 74.7pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">人员

</td><td style="width: 68.2pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">自动

</td><td style="width: 146.75pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">当前登录用户

</td></tr><tr><td style="width: 42.05pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">8

</td><td style="width: 94.4pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">分配状态

</td><td style="width: 74.7pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">下拉选择

</td><td style="width: 68.2pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">自动

</td><td style="width: 146.75pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">待分配/已分配/已退回

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3.2 商机分配表字段

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<table id="bkmrk-%E5%BA%8F%E5%8F%B7%E5%AD%97%E6%AE%B5%E5%90%8D%E7%A7%B0%E5%AD%97%E6%AE%B5%E7%B1%BB%E5%9E%8B%E6%98%AF%E5%90%A6%E5%BF%85%E5%A1%AB%E8%AF%B4%E6%98%8E1%E5%85%B3%E8%81%94%E8%AF%A2" style="border-collapse: collapse; width: 426.1pt; border: none;"><colgroup><col style="width: 42.7pt;"></col><col style="width: 95.9pt;"></col><col style="width: 69.25pt;"></col><col style="width: 69.25pt;"></col><col style="width: 149pt;"></col></colgroup><tbody><tr><td style="width: 42.7pt; padding: 7.5pt; border-width: 1pt; border-style: solid; border-color: windowtext;">**序号**

</td><td style="width: 95.9pt; padding: 7.5pt; border-width: 1pt; border-style: solid; border-color: windowtext;">**字段名称**

</td><td style="width: 69.25pt; padding: 7.5pt; border-width: 1pt; border-style: solid; border-color: windowtext;">**字段类型**

</td><td style="width: 69.25pt; padding: 7.5pt; border-width: 1pt; border-style: solid; border-color: windowtext;">**是否必填**

</td><td style="width: 149pt; padding: 7.5pt; border-width: 1pt; border-style: solid; border-color: windowtext;">**说明**

</td></tr><tr><td style="width: 42.7pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">1

</td><td style="width: 95.9pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">关联询盘单号

</td><td style="width: 69.25pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">关联字段

</td><td style="width: 69.25pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">是

</td><td style="width: 149pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">关联电商线索询盘表

</td></tr><tr><td style="width: 42.7pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">2

</td><td style="width: 95.9pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">分配时间

</td><td style="width: 69.25pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">日期时间

</td><td style="width: 69.25pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">自动

</td><td style="width: 149pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">系统自动生成

</td></tr><tr><td style="width: 42.7pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">3

</td><td style="width: 95.9pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">分配人员

</td><td style="width: 69.25pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">人员

</td><td style="width: 69.25pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">是

</td><td style="width: 149pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">客户运营人员

</td></tr><tr><td style="width: 42.7pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">4

</td><td style="width: 95.9pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">接收销售

</td><td style="width: 69.25pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">人员

</td><td style="width: 69.25pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">是

</td><td style="width: 149pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">负责跟进的销售人员

</td></tr><tr><td style="width: 42.7pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">5

</td><td style="width: 95.9pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">分配备注

</td><td style="width: 69.25pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">多行文本

</td><td style="width: 69.25pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">否

</td><td style="width: 149pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">分配说明信息

</td></tr><tr><td style="width: 42.7pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">6

</td><td style="width: 95.9pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">确认状态

</td><td style="width: 69.25pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">下拉选择

</td><td style="width: 69.25pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">是

</td><td style="width: 149pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">待确认/已确认/已退回

</td></tr></tbody></table>

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3.3 销售跟进表字段

<span style="white-space: pre-wrap;"> </span>

<table id="bkmrk-%E5%BA%8F%E5%8F%B7%E5%AD%97%E6%AE%B5%E5%90%8D%E7%A7%B0%E5%AD%97%E6%AE%B5%E7%B1%BB%E5%9E%8B%E6%98%AF%E5%90%A6%E5%BF%85%E5%A1%AB%E8%AF%B4%E6%98%8E%E6%9D%A1%E4%BB%B6%E5%BF%85%E5%A1%AB" style="border-collapse: collapse; width: 426.1pt; border: none;"><colgroup><col></col><col style="width: 78.25pt;"></col><col style="width: 52.35pt;"></col><col style="width: 52.35pt;"></col><col style="width: 116.35pt;"></col><col style="width: 90.8pt;"></col></colgroup><tbody><tr><td style="padding: 7.5pt; border-width: 1pt; border-style: solid; border-color: windowtext;">**序号**

</td><td style="width: 78.25pt; padding: 7.5pt; border-width: 1pt; border-style: solid; border-color: windowtext;">**字段名称**

</td><td style="width: 52.35pt; padding: 7.5pt; border-width: 1pt; border-style: solid; border-color: windowtext;">**字段类型**

</td><td style="width: 52.35pt; padding: 7.5pt; border-width: 1pt; border-style: solid; border-color: windowtext;">**是否必填**

</td><td style="width: 116.35pt; padding: 7.5pt; border-width: 1pt; border-style: solid; border-color: windowtext;">**说明**

</td><td style="width: 90.8pt; padding: 7.5pt; border-width: 1pt; border-style: solid; border-color: windowtext;">**条件必填规则**

</td></tr><tr><td style="padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">1

</td><td style="width: 78.25pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">关联商机单号

</td><td style="width: 52.35pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">关联字段

</td><td style="width: 52.35pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">是

</td><td style="width: 116.35pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">关联商机分配表

</td><td style="width: 90.8pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">-

</td></tr><tr><td style="padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">2

</td><td style="width: 78.25pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">跟进进度

</td><td style="width: 52.35pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">下拉选择

</td><td style="width: 52.35pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">是

</td><td style="width: 116.35pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">跟进中/已成交/已放弃/退回

</td><td style="width: 90.8pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">-

</td></tr><tr><td style="padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">3

</td><td style="width: 78.25pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">客户层级

</td><td style="width: 52.35pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">下拉选择

</td><td style="width: 52.35pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">条件必填

</td><td style="width: 116.35pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">A/B/C/D级客户

</td><td style="width: 90.8pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">跟进进度=跟进中时必填

</td></tr><tr><td style="padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">4

</td><td style="width: 78.25pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">客户分类

</td><td style="width: 52.35pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">下拉选择

</td><td style="width: 52.35pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">条件必填

</td><td style="width: 116.35pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">分类标准待定

</td><td style="width: 90.8pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">跟进进度=跟进中时必填

</td></tr><tr><td style="padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">5

</td><td style="width: 78.25pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">新/老客户

</td><td style="width: 52.35pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">单选

</td><td style="width: 52.35pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">条件必填

</td><td style="width: 116.35pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">新客户/老客户

</td><td style="width: 90.8pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">跟进进度=跟进中时必填

</td></tr><tr><td style="padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">6

</td><td style="width: 78.25pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">合作意向度

</td><td style="width: 52.35pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">下拉选择

</td><td style="width: 52.35pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">条件必填

</td><td style="width: 116.35pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">高/中/低

</td><td style="width: 90.8pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">跟进进度=跟进中时必填

</td></tr><tr><td style="padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">7

</td><td style="width: 78.25pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">沟通日期

</td><td style="width: 52.35pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">日期

</td><td style="width: 52.35pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">条件必填

</td><td style="width: 116.35pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">实际沟通时间

</td><td style="width: 90.8pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">跟进进度=跟进中时必填

</td></tr><tr><td style="padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">8

</td><td style="width: 78.25pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">实际需求跟进详情

</td><td style="width: 52.35pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">多行文本

</td><td style="width: 52.35pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">条件必填

</td><td style="width: 116.35pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">沟通内容记录

</td><td style="width: 90.8pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">跟进进度=跟进中时必填

</td></tr><tr><td style="padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">9

</td><td style="width: 78.25pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">下次跟进日期

</td><td style="width: 52.35pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">日期

</td><td style="width: 52.35pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">条件必填

</td><td style="width: 116.35pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">计划下次沟通时间

</td><td style="width: 90.8pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">跟进进度=跟进中时必填

</td></tr><tr><td style="padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">10

</td><td style="width: 78.25pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">成交金额

</td><td style="width: 52.35pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">金额

</td><td style="width: 52.35pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">条件必填

</td><td style="width: 116.35pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">成交合同金额

</td><td style="width: 90.8pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">跟进进度=已成交时必填

</td></tr><tr><td style="padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">11

</td><td style="width: 78.25pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">放弃理由

</td><td style="width: 52.35pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">多行文本

</td><td style="width: 52.35pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">条件必填

</td><td style="width: 116.35pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">放弃原因说明

</td><td style="width: 90.8pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">跟进进度=已放弃时必填

</td></tr><tr><td style="width: 36pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">12

</td><td style="width: 78.25pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">退回理由

</td><td style="width: 52.35pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">多行文本

</td><td style="width: 52.35pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">条件必填

</td><td style="width: 116.35pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">退回原因说明

</td><td style="width: 90.8pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">跟进进度=退回时必填

</td></tr></tbody></table>

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<span style="white-space: pre-wrap;"> </span>

<span style="white-space: pre-wrap;"> </span>

四、业务规则配置

4.1 销售跟进表验证规则

<table id="bkmrk-%E8%B7%9F%E8%BF%9B%E8%BF%9B%E5%BA%A6%E5%BF%85%E5%A1%AB%E5%AD%97%E6%AE%B5%E5%B7%B2%E6%94%BE%E5%BC%83%E6%94%BE%E5%BC%83%E7%90%86%E7%94%B1%E8%B7%9F%E8%BF%9B%E4%B8%AD%E5%AE%A2%E6%88%B7" style="border-collapse: collapse; width: 426.1pt; border: none;"><colgroup><col style="width: 124.65pt;"></col><col style="width: 301.45pt;"></col></colgroup><tbody><tr><td style="width: 124.65pt; padding: 7.5pt; border-width: 1pt; border-style: solid; border-color: windowtext;">跟进进度

</td><td style="width: 301.45pt; padding: 7.5pt; border-width: 1pt; border-style: solid; border-color: windowtext;">必填字段

</td></tr><tr><td style="width: 124.65pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">已放弃

</td><td style="width: 301.45pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">放弃理由

</td></tr><tr><td style="width: 124.65pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">跟进中

</td><td style="width: 301.45pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">客户层级、客户分类、新/老客户、合作意向度、沟通日期、实际需求跟进详情、下次跟进日期

</td></tr><tr><td style="width: 124.65pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">已成交

</td><td style="width: 301.45pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">成交金额

</td></tr><tr><td style="width: 124.65pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">退回

</td><td style="width: 301.45pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">退回理由

</td></tr></tbody></table>

<span style="white-space: pre-wrap;"> </span>

<span style="white-space: pre-wrap;"> </span>

五、提醒机制配置

5.1 询盘新建提醒（客户运营团队）

触发条件：电商线索询盘表新建后

提醒设置：

1、工作流设置：

1.1、电商线索15分钟提醒运营人员分配

1.2、电商线索5分钟提醒运营人员分配

1.3、电商线索立刻分配提醒（运营人员）

<span style="white-space: pre-wrap;"> </span>

<table id="bkmrk-%E8%BD%AE%E6%AC%A1%E8%A7%A6%E5%8F%91%E6%97%B6%E9%97%B4%E6%8F%90%E9%86%92%E5%86%85%E5%AE%B9%E7%AC%AC%E4%B8%80%E6%AC%A1%E7%AB%8B%E5%8D%B3%E6%9C%89%E6%96%B0%E7%94%B5%E5%95%86%E5%95%86" style="border-collapse: collapse; margin-left: -2.1pt; border: none;"><colgroup><col style="width: 89.85pt;"></col><col style="width: 87.95pt;"></col><col></col></colgroup><tbody><tr><td style="width: 89.85pt; padding: 7.5pt; border-width: 1pt; border-style: solid; border-color: windowtext;">轮次

</td><td style="width: 87.95pt; padding: 7.5pt; border-width: 1pt; border-style: solid; border-color: windowtext;">触发时间

</td><td style="padding: 7.5pt; border-width: 1pt; border-style: solid; border-color: windowtext;">提醒内容

</td></tr><tr><td style="width: 89.85pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">第一次

</td><td style="width: 87.95pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">立即

</td><td style="padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">有新电商商机消息，请及时分配销售。

</td></tr><tr><td style="width: 89.85pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">第二次

</td><td style="width: 87.95pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">超5分钟未分配

</td><td style="padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">有新商机未及时分配销售，请尽快分配销售对接。

</td></tr><tr><td style="width: 89.85pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">第三次

</td><td style="width: 87.95pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">超15分钟未分配

</td><td style="padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">有新商机未分配即将超时，请抓紧安排销售对接。

</td></tr></tbody></table>

停止条件：完成确认分配后停止提醒；如退回分配则重新开启提醒。

<span style="white-space: pre-wrap;"> </span>

5.2 线索分配提醒（销售人员）

触发条件：线索完成分配后

提醒设置：

1、工作流：【临时客户 “所属销售”变更】（第一次提醒，并更新“提醒当天时间（电商线索提醒用）”字段）

<span style="white-space: pre-wrap;"> 2、计划任务：电商线索提醒（进行第二次和第三次的提醒）</span>

<table id="bkmrk-%E8%BD%AE%E6%AC%A1%E8%A7%A6%E5%8F%91%E6%97%B6%E9%97%B4%E6%8F%90%E9%86%92%E5%86%85%E5%AE%B9%E7%AC%AC%E4%B8%80%E6%AC%A1%E5%88%86%E9%85%8D%E5%90%8E%E7%AB%8B%E5%8D%B3%E6%9C%89%E6%96%B0" style="border-collapse: collapse; width: 426.1pt; border: none;"><colgroup><col style="width: 87.15pt;"></col><col style="width: 91pt;"></col><col style="width: 247.95pt;"></col></colgroup><tbody><tr><td style="width: 87.15pt; padding: 7.5pt; border-width: 1pt; border-style: solid; border-color: windowtext;">**轮次**

</td><td style="width: 91pt; padding: 7.5pt; border-width: 1pt; border-style: solid; border-color: windowtext;">**触发时间**

</td><td style="width: 247.95pt; padding: 7.5pt; border-width: 1pt; border-style: solid; border-color: windowtext;">**提醒内容**

</td></tr><tr><td style="width: 87.15pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">第一次

</td><td style="width: 91pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">分配后立即

</td><td style="width: 247.95pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">有新电商商机分配给你，请及时与客户沟通。

</td></tr><tr><td style="width: 87.15pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">第二次

</td><td style="width: 91pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">次日上午9:00（未提交跟进表）

</td><td style="width: 247.95pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">有新电商商机未及时填跟进表，请尽快联系客户沟通并提交销售跟进表。

</td></tr><tr><td style="width: 87.15pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">第三次

</td><td style="width: 91pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">第三日上午9:00（未提交跟进表）

</td><td style="width: 247.95pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">有新商机跟进表未填即将超时，请抓紧安排联系客户并提交跟进表。

</td></tr></tbody></table>

停止条件：销售员提交销售跟进表后停止提醒。

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5.3 跟进到期提醒（销售人员）

触发条件：销售跟进表填写完成，到达下次跟进日期

提醒设置：

1、计划任务：电商销售跟进记录

<table id="bkmrk-%E8%BD%AE%E6%AC%A1%E8%A7%A6%E5%8F%91%E6%97%B6%E9%97%B4%E6%8F%90%E9%86%92%E5%86%85%E5%AE%B9%E7%AC%AC%E4%B8%80%E6%AC%A1%E5%BD%93%E6%97%A59%3A00%E5%95%86" style="border-collapse: collapse; width: 426.1pt; border: none;"><colgroup><col style="width: 47.65pt;"></col><col style="width: 82.7pt;"></col><col style="width: 295.8pt;"></col></colgroup><tbody><tr><td style="width: 47.65pt; padding: 7.5pt; border-width: 1pt; border-style: solid; border-color: windowtext;">**轮次**

</td><td style="width: 82.7pt; padding: 7.5pt; border-width: 1pt; border-style: solid; border-color: windowtext;">**触发时间**

</td><td style="width: 295.8pt; padding: 7.5pt; border-width: 1pt; border-style: solid; border-color: windowtext;">**提醒内容**

</td></tr><tr><td style="width: 47.65pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">第一次

</td><td style="width: 82.7pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">当日9:00

</td><td style="width: 295.8pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">商机跟进日期已到期，请及时更新并新增销售跟进信息。

</td></tr><tr><td style="width: 47.65pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">第二次

</td><td style="width: 82.7pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">当日下午16:00

</td><td style="width: 295.8pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">商机跟进日期即将超时，请尽快联系客户沟通并提交新销售跟进信息。

</td></tr><tr><td style="width: 47.65pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">第三次

</td><td style="width: 82.7pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">次日9:00

</td><td style="width: 295.8pt; padding: 7.5pt; border-left: 1pt solid windowtext; border-right: 1pt solid windowtext; border-top: none; border-bottom: 1pt solid windowtext;">商机跟进日期已过期，请抓紧安排联系客户并提交新销售跟进信息。

</td></tr></tbody></table>

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六、报表需求

需搭建电商线索登记报表，用于数据统计与分析。

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