In the process of using Yunzhu Collaboration, how to group customers? I guess some friends don’t know much about it, so those who don’t know much about it should quickly learn how to group customers through Yunzhu Collaboration brought by the editor. , hope it can be useful to everyone!
When creating new customer information, the selected industry is the customer group, and click [Expand] to view customer information under all groups. Yunzhu Cooperation has preset 12 industries as shown in the figure below based on the industries to which companies are currently rare. If the 12 industries provided do not meet your needs, you can click [+] to add a new industry, enter the industry name, and you can survive by losing the core.
If you don't need a group, or you want to change the name of the group, move the mouse over the group name, and the [Delete] and [Edit] icons will appear. Click edit to enter the name, and the group name can be saved when the center is lost. Click Delete. If there is customer information under the group, after deleting the group, the customer information under the group will also be deleted. Before deleting a group, please double-check whether you want to delete the customer information under the group. If you only want to delete a group and do not want to delete the customer information under this group, you can select other industries when editing customer information, and then move the customer information to other groups.
The above is the operation method of grouping customers through Yunzhu collaboration brought by the editor. Friends in need should not miss this tutorial.
