Operation method of potential customer management in Xiaoyouyi Training System

What is visitor management?

Potential customers refer to potential customers who have the intention to purchase registration and have the purchasing power, but have not yet had an actual transaction relationship with the salesman.

A tutorial method for the management of potential customers in Xiaoyouyi Training System.

Brand: Xiaoyou

Software name: Xiaoyouyi Training System

Software form: Saas software

Operating system: Windows/Android/iOS

The operation process of potential customer management：

1. Enter the system-enrollment management-potential customer management-add new potential customers.

2. Fill in the information of potential customers. The digits with ※ are required. The required options are the student's name, date of birth (optional Gregorian calendar and Lunar calendar), gender, main contact person (optional person, father, mother, etc.), and degree of intent. Other information can be filled in according to the actual situation.

3. Potential students can be seen in the list of potential students.