Traditional Culture Encyclopedia - Traditional virtues - How to check the lost customers in crm system of Postal Savings Bank
How to check the lost customers in crm system of Postal Savings Bank
The process of checking lost customers in crm system of Postal Savings Bank is as follows.
1. Log in to the CRM system of Postal Savings Bank with the correct user name and password.
2. Find the customer management module in the system main interface or navigation bar, and click Enter.
3. In the customer management module, you can use information such as customer name, mobile phone number and ID number to search and find the customer you need to query.
4. On the customer details page, you can view the customer's basic information, transaction records and contact records. Customers have been lost, and there will be corresponding signs or comments.
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