TarmeerCRM Sales Guide

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Customer客户管理

Receive Assignment & Follow Up 接收分配 · 主动跟进

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Where do customers come from?客户从哪里来？ The CS team screens leads and converts them into customers. The system will assign customers to the corresponding sales rep. 客服团队负责筛选线索并转化为客户，系统会将客户分配给对应的销售人员。

1

After receiving a system notification, go to the "Customer" module and check My Assigned Customers 收到系统分配通知后，进入「客户」模块查看分配给我的客户

2

Review customer details (name, contact, phone, source) to understand the background 查看客户基本信息（名称、联系人、电话、来源等），了解客户背景

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Start following up. Update follow-up records and notes after each communication 开始跟进客户，每次沟通后及时更新跟进记录和备注

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Contact new customers ASAP — first impression matters. Always write notes after each follow-up. 分配到新客户后尽快联系，第一印象很重要。每次跟进都要写备注。

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Opportunity商机管理

Track Every Potential Deal 跟踪每一个合作可能

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When to create an opportunity?什么时候创建商机？ After visiting a customer, if they show interest in cooperation, create an opportunity immediately to track the deal. 拜访客户后，客户表达了合作意向，应立即创建商机进行跟踪。

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Under the customer, click + New Opportunity 在对应客户下，点击+ 新建商机

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Fill in opportunity name, estimated amount, and expected close date 填写商机名称、预计金额、预计成交日期

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Update the stage as it progresses: Initial Contact → Needs Confirmed → Proposal → Negotiation → Won / Lost 及时更新商机阶段：初步接触 → 需求确认 → 方案沟通 → 谈判 → 赢单 / 输单

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No interest from customer?客户没有合作意向怎么办？ Mark the customer status as Lost and note the reason (e.g. budget issue, chose competitor, needs mismatch) for future review. 将客户状态标记为已流失，并备注原因（如：预算不足、选择竞品、需求不匹配等），方便复盘和再营销。

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Opportunity data is the core of sales forecasting. Always fill in amounts and stages accurately — management relies on this. 商机是销售预测的核心数据，金额和阶段务必如实填写，直接影响管理层的业务判断。

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Quote报价管理

Standardized & Traceable 规范报价、留有据可查

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When to add a quote?什么时候添加报价？ Once you have provided a formal quote to the customer (verbal or written), record it in the system to keep it traceable. 已向客户提供了正式报价（口头或书面），应在系统中记录，确保报价可追溯。

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Under the opportunity, click + New Quote 在对应商机下，点击+ 新建报价

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Add product details, unit price, quantity, discount, etc. 添加产品明细、单价、数量、折扣等信息

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When revised, create a new version — the system keeps version history automatically 报价有调整时，创建新版本，系统自动保留历史版本记录

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Always log every quote change to avoid "the customer says you quoted a different price" disputes. 每次报价变动都要在系统里留痕，避免出现报价纠纷。

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Order订单管理

Create Upon Payment 客户付款即创建

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When to create an order?什么时候创建订单？ Once the customer has paid (deposit or full payment) and the deal is confirmed, create an order immediately. 客户已付款（预付款或全款），确认成交后，立即创建订单。

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Under the quote, click Convert to Order, or create a new order directly 在对应报价下点击转为订单，或直接新建订单

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Confirm order amount, payment method, delivery date, etc. 确认订单金额、付款方式、交付时间等信息

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Record payment status and update the opportunity stage to Won 记录收款情况，同步更新商机阶段为赢单

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Link the order to its quote and opportunity to keep the data chain complete for finance and management. 订单创建后记得关联报价和商机，保持数据链路完整，方便财务和管理层查看。

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Contract合同管理

Upload Upon Signing 签约即上传，有据可依

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When to upload a contract?什么时候上传合同？ Once both parties have signed the contract, upload it to the system immediately for archiving. 双方签署合同后，第一时间上传至系统存档。

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Under the order, click + Upload Contract 在对应订单下，点击+ 上传合同

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Fill in contract number, signing date, and validity period 填写合同编号、签约日期、有效期等关键信息

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Upload the scanned copy or PDF — make sure it's clear and readable 上传合同扫描件或 PDF 文件，确保文件清晰可读

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Contracts are the most important legal documents — upload on signing day. Keep the physical copies safe too. 合同是最重要的法律凭证，签完当天就上传。纸质版也要妥善保管。