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內部團隊 | LEFO Hub https://lefohub.com 客戶管理系統 Wed, 05 Jul 2023 03:46:56 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://lefohub.com/wp-content/uploads/2020/11/cropped-Icon-512x512-1-32x32.png 內部團隊 | LEFO Hub https://lefohub.com 32 32 網上聊天 https://lefohub.com/support/%e5%ae%a2%e6%88%b6%e7%ae%a1%e7%90%86%e7%b3%bb%e7%b5%b1/%e9%80%9a%e8%a8%8a%e6%b8%a0%e9%81%93/%e7%b6%b2%e4%b8%8a%e8%81%8a%e5%a4%a9/ Sat, 17 Oct 2020 02:00:55 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=14310 網上聊天讓正在瀏覽您網站的人可以與您展開即時對話，您更可以通過它來收集聯絡人的個人資料。 注意：網上聊天是客戶管理系統中的一個添加功能，您需要額外購買使用許多權後才能夠正常使用。 網上聊天 在網上聊天(Conversations)頁面中，您可以看到聯絡人的個人資料，並與他們進行即時對話或是向他們發送個人電郵。您還可以使用已預先儲存好的聊天內容去回覆他們，以提高您的工作效率。 設定網上聊天 在網上聊天(Conversations)的一般設定(General)中開啟網上聊天通知(Enable Conversations)，再開啟可供選用的通知模式包括有訊息通知(Desktop notifications)、聲音通知(Audio notifications)和電郵通知(Email notifications)等，然後每當有聯絡人在網上聊天中發送訊息給您時，您便會收到相關通知。 在網上聊天(Conversations)的聊天頻道(Channels)中開啟網上聊天功能(Enable Web Chat)，再設定它的工作時間。在工作時間中的選項包括有經常開啟(Always visible)、當有內部團隊人員在線時才開啟(Only when an agent is online)或是在指定工作時間內開啟(Set your business hours)。 然後您可以選擇是否要開啟電郵功能(Enable Email)，它使您可以直接在網上聊天中向聯絡人發送電郵，與已離線的聯絡人繼續保持連繫。 在網上聊天(Conversations)的歡迎訊息(Welcome Message)中可以設定網上聊天的歡迎開場白。 最後，輸入需要加入網上聊天功能的網址，再把由系統自動產生出來的程式碼複製到您網頁的頁腳上。 在網上聊天(Conversations)的自動聊天(Chatbot Automation)中，您可以選擇使用點擊網上聊天功能(Visitor clicks the chat widget)或發送首個訊息內容(Visitor sends first message)作為自動聊天流程的啟動觸發器，再按需要在自動聊天流程中增加下列操作步驟： 1. 文字方塊(Text Block) – 要向聯絡人發送文字訊息時使用。2. 問題方塊(Question Block) – 讓您可以把聯絡人所回覆的答案儲存到他們的自定欄位之內，並在自動聊天流程中把回覆了不同答案的聯絡人分成兩條不同的聊天路線再繼續前進。3. 表格方塊(Form Block) – 用來向聯絡人收集他們的個人資料，例如是姓名和電郵地址等。4. 啟動自動營銷流程(Enter an Automation) – 讓您可以替網上聊天的聯絡人啟動自動營銷流程，但您必須先收集到他們的電郵地址，這樣便可以在系統的自動營銷功能中繼續去跟進他們。 您還可以在自動聊天流程中加入用來控制聯絡人聊天路線的操作條件： […]

The post 網上聊天 first appeared on LEFO Hub.]]> 通訊渠道 https://lefohub.com/support/%e5%ae%a2%e6%88%b6%e7%ae%a1%e7%90%86%e7%b3%bb%e7%b5%b1/%e9%80%9a%e8%a8%8a%e6%b8%a0%e9%81%93/%e9%80%9a%e8%a8%8a%e6%b8%a0%e9%81%93/ Sat, 17 Oct 2020 02:00:53 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=1970 營銷電郵是網上營銷的一個非常重要的通訊渠道，除此之外CRM還提供了SMS通訊，網站通訊和內部通知等。

您還可以在各種通訊渠道中使用個人代碼，來個人化您的訊息內容。

The post 通訊渠道 first appeared on LEFO Hub.]]> 營銷數據 https://lefohub.com/support/%e5%ae%a2%e6%88%b6%e7%ae%a1%e7%90%86%e7%b3%bb%e7%b5%b1/%e7%87%9f%e9%8a%b7%e6%95%88%e7%8e%87/%e7%87%9f%e9%8a%b7%e6%95%b8%e6%93%9a/ Sat, 17 Oct 2020 02:00:47 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=2035 CRM是一個非常彈性的自動化營銷平台，無論您的企業大小，任何行業類型都適合使用。

您可以定期檢視您的營銷效率，並按需要對您的營銷策略作出適當調整，令您企業可以得到最理想的營銷效率。

The post 營銷數據 first appeared on LEFO Hub.]]> 用戶權限 https://lefohub.com/support/%e5%ae%a2%e6%88%b6%e7%ae%a1%e7%90%86%e7%b3%bb%e7%b5%b1/%e5%85%b6%e4%bb%96%e5%8a%9f%e8%83%bd/%e7%94%a8%e6%88%b6%e6%ac%8a%e9%99%90/ Sat, 17 Oct 2020 02:00:27 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=2005 CRM支援多用戶，您可以在您的帳戶中建立多個用戶給您的團隊人員使用。

同時，您可以建立用戶群組，將需要使用相同功能的用戶加到同一個用戶群組當中，並為用戶群組設定他們所需的用戶權限。

The post 用戶權限 first appeared on LEFO Hub.]]> 交易機會 https://lefohub.com/support/%e5%ae%a2%e6%88%b6%e7%ae%a1%e7%90%86%e7%b3%bb%e7%b5%b1/%e4%ba%a4%e6%98%93%e6%a9%9f%e6%9c%83/%e4%ba%a4%e6%98%93%e6%a9%9f%e6%9c%83/ Sat, 17 Oct 2020 02:00:25 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=1947 在CRM中的交易機會功能，可以替您管理企業內部與外部的交易流程。

The post 交易機會 first appeared on LEFO Hub.]]> 表格 https://lefohub.com/support/%e5%ae%a2%e6%88%b6%e7%ae%a1%e7%90%86%e7%b3%bb%e7%b5%b1/%e8%a1%a8%e6%a0%bc/%e8%a1%a8%e6%a0%bc/ Sat, 17 Oct 2020 02:00:24 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=1651 表格就是聯絡人進入您數據庫的大門，通過表格所提交的訊息把聯絡人儲存到數據庫之內。

The post 表格 first appeared on LEFO Hub.]]> 操作步驟 https://lefohub.com/support/%e5%ae%a2%e6%88%b6%e7%ae%a1%e7%90%86%e7%b3%bb%e7%b5%b1/%e8%87%aa%e5%8b%95%e7%87%9f%e9%8a%b7/%e6%93%8d%e4%bd%9c%e6%ad%a5%e9%a9%9f/ Sat, 17 Oct 2020 02:00:23 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=1804 營銷流程就是一系列幫助業務運作的操作步驟，您可以將它想像成一條運輸帶，每經過一個站點就執行一個操作，直至到達營銷流程的末端為止。

The post 操作步驟 first appeared on LEFO Hub.]]> 個人電郵模板 https://lefohub.com/support/%e5%ae%a2%e6%88%b6%e7%ae%a1%e7%90%86%e7%b3%bb%e7%b5%b1/%e4%ba%a4%e6%98%93%e6%a9%9f%e6%9c%83/%e5%80%8b%e4%ba%ba%e9%9b%bb%e9%83%b5%e6%a8%a1%e6%9d%bf/ Sat, 17 Oct 2020 02:00:20 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=1961 個人電郵模板讓您可以在CRM中的聯絡人(Contacts)和交易機會(Deals)中，快速地建立個人電郵內容。

The post 個人電郵模板 first appeared on LEFO Hub.]]> 內部通訊 https://lefohub.com/support/%e5%ae%a2%e6%88%b6%e7%ae%a1%e7%90%86%e7%b3%bb%e7%b5%b1/%e9%80%9a%e8%a8%8a%e6%b8%a0%e9%81%93/%e5%85%a7%e9%83%a8%e9%80%9a%e8%a8%8a/ Sat, 17 Oct 2020 02:00:13 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=1996 內部通訊是用來發送電郵訊息給內部團隊人員，您可以利用內部通訊來通知內部團隊人員向潛在客戶進行真人跟進。

The post 內部通訊 first appeared on LEFO Hub.]]> SMS通訊 https://lefohub.com/support/%e5%ae%a2%e6%88%b6%e7%ae%a1%e7%90%86%e7%b3%bb%e7%b5%b1/%e9%80%9a%e8%a8%8a%e6%b8%a0%e9%81%93/sms%e9%80%9a%e8%a8%8a/ Sat, 17 Oct 2020 02:00:08 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=1973 SMS通訊能直接將訊息發送到聯絡人的手機，適合用來發送即時和簡短的訊息內容。

The post SMS通訊 first appeared on LEFO Hub.]]>