按照本指南操作后，您将能够做什么？

创建和导入联系人 → 自定义列和高级筛选 → 分配负责人 →阅读联系人/公司分析仪表板→查看每个客户和整个联系人列表的 360° 活动时间线→跟踪团队活动概览— 全部在 CRM 中完成，无需导出到 Excel。

提前做好准备

1. GTG CRM 帐户已登录— 可访问“联系人/业务”菜单

2. CRM 数据查看权限— 打开列表、分析和运营选项卡所需权限

3.（推荐）在设置中连接您的 Facebook/Zalo/电子邮件渠道——以便自动添加联系人并获取您的时间线数据。

1. 访问 CRM

登录您的GTG CRM账户。
从左侧菜单栏中，点击“联系我们” 。
您将看到系统中所有联系人（客户）的列表。

✅预期结果：屏幕显示联系人列表，顶部有“列表”、“活动”、“自动化”、“分析”选项卡。

$\"GTG$

2. 查看联系人列表

联系人列表显示以下列：姓名 · 电子邮件 · 电话号码 · 国家/地区 · 状态（新建、进行中、已转换……） · 来源（Facebook、Zalo、着陆页……） · 负责人。

联系人会自动从Facebook Messenger 、 Gmail和落地页/在线聊天路由到 CRM。

✅预期结果：列表显示正确的信息列，并在新客户通过已连接的渠道到达时自动更新。

$\"联系人列表中显示的列\"$

3. 创建新联系人

当您从系统无法自动检索的来源（电话、面对面会议等）收到客户信息时，请使用此功能。

点击屏幕右上角的“创建联系人”按钮。
请填写以下信息：姓名（必填）、电子邮箱（必填）、电话号码、地址、国家、备注。
点击“保存”将联系人添加到列表中。

✅预期结果：新联系人显示在列表顶部。

$\"创建新联系人\"$

💡提示：您输入的信息越详细，以后就越容易进行搜索和分析。

4. 从 CSV 文件导入数据

如果您已经拥有客户数据文件（来自 Excel、旧系统等），请使用此功能。

准备一个格式正确的 CSV 文件，包含以下列：电子邮件（必填）、名字、姓氏、电话、地址。
点击工具栏上的“导入数据”按钮。
点击“选择文件” ，然后选择准备好的 CSV 文件。
查看数据，然后点击“导入”完成操作。

✅预期结果：有效行被添加到列表中；系统报告成功输入的行数。

$\"CSV$

ℹ️电子邮件列为必填项——用于识别和避免重复。

5. 自定义显示列

点击工具栏上的“编辑列” 。
选中要显示的列旁边的复选框，取消选中不需要的列旁边的复选框。
点击“保存”进行应用。

✅预期结果：列表中显示您选择的正确列。

$\"编辑显示的列\"$

6. 使用筛选器

按日期筛选：今天 · 昨天 · 最近 7 天 · 本月 · 自定义。
按状态筛选：新建 · 进行中 · 已转换 · 丢失。
高级筛选：选择字段（地址、产品、来源……）→ 输入值。例如：地址 = “第 5 区”。
组合多个条件：例如，地址 = "第 5 区"且购买的产品 = "衬衫"。

✅预期结果：列表中应仅包含完全符合所选条件的联系人。

$\"高级筛选器\"$

7. 编辑联系人

点击联系人姓名即可打开详细信息页面，您可以在其中编辑个人信息、地址、电话号码、备注和状态。

✅预期结果：更改已保存并直接显示在详情页面上。

$\"联系方式页面\"$

8. 指定负责人

打开任务联系信息。
在“负责人”部分，点击选择一名员工。
要将权限转移给其他人：点击当前负责人的姓名 → 选择新负责人 → 保存。

✅预期结果：新联系人的姓名将出现在联系人列表中；“分析”选项卡中的“按联系人”数据将相应更新。

$\"分配职责\"$

9. 联系分析选项卡

在“联系人”菜单中，您可以找到“分析”选项卡——这是一个仪表盘，可以计算整个联系人列表（无模板限制）的数据，并实时更新。无需导出到 Excel。

打开“联系人”并选择“分析”选项卡。
请阅读页面顶部的KPI卡：总联系人数 · 期间新增联系人数（与上一期间相比，趋势为 ▲/▼） · 活跃联系人数 · 联系率。
查看图表：生命周期漏斗图、潜在客户状态图、按来源（“来源”）和联系人划分的分布图、新联系人随时间的变化图以及数据健康状况表（电子邮件/电话号码/联系人/公司的百分比）。
更改时间范围（例如，“过去 30 天”→“本月”）或在页面顶部按所有者筛选——所有指标和图表都会根据所有数据准确重新计算。

✅预期结果：分析选项卡显示 KPI 标签、生命周期漏斗和归因图表； “联系人总数”与实际客户总数相符（不限于 1,000）。右上角显示“自动更新 HH:MM”指示器。

$\"联系人目录中的“分析”选项卡包含$

9.1 建议

仪表板底部是“操作建议”表：每一行都包含一个发现 + 数量 + 一个按钮，该按钮可直接跳转到该特定客户群的预筛选列表。

例如，请参阅以下建议： “...联系缺失的电话号码” 、 “...超过 30 天未激活” 、 “...尚无人负责” 、 “...卡在生命周期的某个阶段” 。
点击建议旁边的按钮（例如， “查看和编辑” ）。
您将被带回预先筛选的列表选项卡，其中包含正确的客户组——可以添加、分配或进行管理。

✅预期结果：点击“建议”后，“列表”选项卡将仅显示建议中指定的联系人组（例如，仅显示没有电话号码的客户）。

$\"“操作建议”表格会跳转到一个预先筛选过的联系人列表。\"$

10. 公司分析选项卡

“业务”菜单也有一个类似的“分析”选项卡，侧重于公司的视角。

打开“业务”并选择“分析”选项卡。
查看 KPI 卡片：公司 · 本期新增 · 相关公司 (%) · 拥有开放渠道的公司。
查看图表：按行业、按规模、按负责人、新公司随时间的变化、开放渠道排名前列的公司以及数据健康状况（已附加的域/行业/负责人/联系人的百分比）。
使用以下建议： “……公司尚未关联联系人” 、 “……缺少域名/行业” 、 “……尚无负责人” 。

✅预期结果：业务分析选项卡按行业/规模/渠道显示图表；点击建议将打开相应的正确公司组。

$\"公司目录中的“分析”选项卡显示按行业、规模和渠道划分的分配情况。\"$

11. 活动 360 选项卡

每个联系人和公司都有一个“活动”选项卡，以易于阅读的时间线显示所有相关进展。

打开联系人，选择“活动”选项卡。
查看时间线：通话、电子邮件、交易、订单……每条记录都清楚地显示执行操作的人（姓名，而不是标识符）以及采取了什么操作，以您的语言显示。
打开一家公司，选择“活动”选项卡：可滚动的时间线汇总了属于该公司的联系人、交易和订单的活动。

✅预期结果： “主题”列显示客户/对象名称（而不是代码），操作列显示正确的越南语文本；公司时间线包含所有下属联系人的活动。

$\"联系详情页面上的$ $\"公司详情页面上的$

11.1 列表级别的信息流操作

在联系人（或企业）菜单中，选择列表级别的“活动”选项卡。
查看工作区中所有联系人/公司的所有活动概览。
按表演者/表演类型/日期范围筛选。

✅预期结果：动态消息会显示工作区中所有联系人的活动，并可按人员/类型/日期进行筛选；动态消息仅限于您的工作区。

$\"按联系人/类型/日期筛选的联系人列表级别的动态消息\"$

12. 运营分析概述

活动分析区域提供了团队协作效率的概览。

转到CRM → 活动分析。
在“概览”选项卡中，可以看到： KPI 趋势（与前一时期进行比较）、亮点（高峰日、最繁忙时段、最受欢迎的操作……）、按对象/操作类型划分的组件切换按钮、日期 × 时间热图、最繁忙记录小部件（单击可转到记录的 360° 页面）以及按执行者排名。

✅预期结果：概览页面显示趋势、亮点、日期时间热图和排名；点击繁忙记录将打开该记录的具体详细信息页面。

$\"活动分析概览页面：日期和时间热图、亮点和排名。\"$

💡 CRM仪表盘（分析、运营分析等）会自动刷新：右上角显示“自动·更新 HH:MM” ，并附带手动刷新按钮。您无需重新加载页面即可查看最新数据。

$\"自动刷新指示器\"Auto$

快速查找表，用于查找预期结果

创建/导入联系人— 联系人将出现在列表中；报告成功导入的编号。

高级（组合）筛选器——仅匹配所有条件。

打开“分析（联系人）”选项卡— KPI 卡片 + 生命周期漏斗 + 图表；实际匹配总数

点击操作建议— 转到相应客户群的“筛选列表”选项卡

打开“分析（业务）”选项卡——按行业/规模/渠道查看图表

打开联系人的“活动”选项卡— 时间线，显示该人员的姓名和明确的操作。

打开“公司活动”选项卡— 向下滚动查看联系人/交易/订单时间线。

活动选项卡提供工作区内的列表——常规动态，可按人员/类型/日期筛选。

CRM → 活动分析— KPI 趋势、日期时间热图、排名

将仪表盘保持打开状态一段时间——“自动·更新 HH:MM”指示器将自动移动，数据也将自动更新。

笔记

数据分析选项卡可计算所有数据的精确数字——在任何工作区大小下都能获得准确的数字（克服了以前 1,000 个样本的限制）。
工作区中的活动时间线仅显示该工作区范围内的数据。
显示的状态/生命周期值基于您的工作区配置——这些是标准化值，用于保持一致的指标。
请输入您的完整电子邮件地址/电话号码并更新您的状态，以便仪表盘和建议的操作能够准确反映实际情况。
请确保在设置中连接各个渠道（Facebook、Zalo、电子邮件），以便 CRM 自动同步联系人和时间线，并包含足够的数据。

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