客户档案
{{user.wecom_name || '-'}}
WeCom转Lead
WeCom转Lead
Salutation
Name
联系方式
来源渠道
直播 微信搜索 微信群 达人推荐 公众号文章
意向航线
海轮 河轮 未知
提交
account身份:
{{['PPAX', 'Buyer'].indexOf(user.customer_type) >= 0 ? '老客' : '-'}}
Referral Number:
{{user.accounts[0].referral_number || '-'}}
Total itinerary amount:
{{user.accounts[0].total_itinerary_amount || '-'}}
on account:
{{user.accounts[0].total_on_account || '-'}}
Passenger name:
{{user.accounts[0].Name || '-'}}
quote状态:
{{user.customer_type == 'Account' ? '新客' : ''}}
Lost reason:
{{user.book_itineraries[0].lost_reason || '-'}}
Itinerary name:
{{user.book_itineraries[0].itinerary_name || '-'}}
Cabin summary:
{{user.book_itineraries[0].cabin_summary || '-'}}
itinerary amount:
{{user.book_itineraries[0].total_amount || '-'}}
Lead name:
{{user.lead.name || '-'}}
电话来源省市:
{{user.lead.phone_province}}{{user?.lead?.phone_city ? '/'+user.lead.phone_city : ''}}
潜在客户所有人:
{{user.lead.owner_name || '-'}}
潜在客户状态:
{{user.lead.status || '-'}}
最近一次活动:
{{user?.lead?.last_activity_time ? moment(user.lead.last_activity_time).format('YYYY-MM-DD HH:mm') : '-'}}
Outcome reason:
{{user.lead.outcome_reason || '-'}}
WeChat name:
{{user.wecom_name || '-'}}
IP省份/城市:
{{user.followers[0].province}}{{user.followers[0].city ? '/'+user.followers[0].city : ''}}
关注者来源:
{{user.followers[0].follower_source || '-'}}
已关联的微信号/小程序:
{{user.followers[0].social_account || '-'}}
tracking event数量:
{{user.total_events || '-'}}
wecom rep:
{{user.total_wecom_rep || '-'}}
微信语音次数:
{{user.total_audio_counts || '-'}}
微信语音总时长:
{{user.total_audio_durations || '-'}}
1.event history
Campaign Name:
{{event.campaign_name || '-'}}
Campaign Date:
{{event.campaign_date ? moment(event.campaign_date).format('YYYY-MM-DD HH:mm') : '-'}}
Status:
{{event.status || '-'}}
2.survey
Survey:
{{survey.survey_name || ''}}
Survey Question:
{{a_index+1}}.{{answer.question}}
Response:
{{a_index+1}}.{{answer.answer}}
Created Date:
{{survey.create_time ? moment(survey.create_time).format('YYYY-MM-DD HH:mm') : '-'}}
1.coupon
Coupon Name:
{{coupon.coupon_name}}
Coupon Type:
{{coupon.coupon_type}}
Coupon Status:
{{coupon.coupon_status}}
Offer Type:
{{coupon.offer_type}}
Offer Value:
{{coupon.offer_value}}
Coupon Code:
{{coupon.coupon_code}}
Expiration Date:
{{coupon.expired_time ? moment(coupon.expired_time).format('YYYY-MM-DD HH:mm') : '-'}}
Account 老客
1.details
gender:
{{user.accounts[0].gender || '-'}}
出生日期:
{{user.accounts[0].birthday ? moment(user.accounts[0].birthday).format('YYYY-MM-DD') : '-'}}
PIF显示最新居住省份/城市:
{{user.accounts[0].pif_province}}{{user.accounts[0].pif_city ? '/'+user.accounts[0].pif_city : ''}}
护照到期日:
{{user.accounts[0].passport_expire_time ? moment(user.accounts[0].passport_expire_time).format('YYYY-MM-DD') : '-'}}
1.出行行程
Itinerary Name:
{{trip.itinerary_name}}
Account:
{{trip.account_name}}
Travel Start Date:
{{trip.start_date ? moment(trip.start_date).format('YYYY-MM-DD HH:mm') : '-'}}
Travel End Date:
{{trip.end_date ? moment(trip.end_date).format('YYYY-MM-DD HH:mm') : '-'}}
Total Amount:
{{trip.total_amount}}
2.下单行程
Itinerary Name:
{{book.itinerary_name}}
Account:
{{book.account_name}}
Travel Start Date:
{{book.start_date ? moment(book.start_date).format('YYYY-MM-DD HH:mm') : '-'}}
Travel End Date:
{{book.end_date ? moment(book.end_date).format('YYYY-MM-DD HH:mm') : '-'}}
Booking Number:
{{book.itinerary_number}}
Created Date:
{{book.create_time ? moment(book.create_time).format('YYYY-MM-DD HH:mm') : '-'}}
Status:
{{book.status}}
Account 新客
1.details
gender:
{{user.accounts[0].gender || '-'}}
出生日期:
{{user.accounts[0].birthday ? moment(user.accounts[0].birthday).format('YYYY-MM-DD') : '-'}}
PIF显示最新居住省份/城市:
{{user.accounts[0].pif_province}}{{user.accounts[0].pif_city ? '/'+user.accounts[0].pif_city : ''}}
1.下单信息
Itinerary Name:
{{user.book_itineraries[0].itinerary_name || '-'}}
Booking Number:
{{user.book_itineraries[0].itinerary_number || '-'}}
Created Date:
{{user?.book_itineraries[0]?.create_time ? moment(user?.book_itineraries[0]?.create_time).format('YYYY-MM-DD HH:mm') : '-'}}
Status:
{{user.book_itineraries[0].status || '-'}}
Cabin summary:
{{user.book_itineraries[0].cabin_summary || '-'}}
Total Amount:
{{user.book_itineraries[0].total_amount || '-'}}
Lost reason:
{{user.book_itineraries[0].lost_reason || '-'}}
Lead
1.details
referral from:
{{user.lead.referral_from}}
2.lead related
潜在客户来源:
{{user.lead.lead_source}}
WeChat Follower
1.details
居住省份/城市:
{{user.followers[0].province}}{{user.followers[0].city ? '/'+user.followers[0].city : ''}}
关注者来源:
{{user.followers[0].follower_source || '-'}}
关注时间:
{{user.followers[0].following_time ? moment(user.followers[0].following_time).format('YYYY-MM-DD HH:mm') : '-'}}
1.timeline
tags:
{{t_index < user.tags.length-1 ? tag+'、' : tag}}
SFDC tracking:
2.微信会话
{{connetion.sales_rep || '-'}}
{{connetion.chat_items[0].sent_time ? moment(connetion.chat_items[0].sent_time).format('YYYY-MM-DD HH:mm') : '-'}}
{{chat.sender}}:
1.WeChat related
已关注的微信号/小程序:
{{user.followers[0].social_account || '-'}}