diff --git a/.changeset/sales-list-view-rosters.md b/.changeset/sales-list-view-rosters.md new file mode 100644 index 000000000..c4c280db8 --- /dev/null +++ b/.changeset/sales-list-view-rosters.md @@ -0,0 +1,52 @@ +--- +'hotcrm': patch +--- + +Rewrite the "Standard list views" section on the Accounts, Leads, Contacts and +Quotes documentation against the views those objects actually ship. + +Same defect as the Opportunities page fixed in #757, on four more pages (and +their zh-Hans / zh-Hant siblings): the rosters were invented. Accounts listed +*All Customers*, *Top Accounts by Revenue*, *Inactive Accounts*, *By Industry* +and *Recently Updated* — none of which exist — while never mentioning the five +views that do: **Account Cards**, **Accounts by Location**, **Enterprise +Accounts**, **🔄 Upcoming Renewals** and **⚠️ At-Risk Accounts**. Contacts and +Quotes each advertised five views where only three exist. Leads advertised five, +of which one was real, and hid three working queues plus the kanban, calendar +and gallery views. A reader looking for any of those names in the product found +nothing under it, and the queues with the most business value were the ones +nobody was told about. + +Each page now carries the real roster measured against its `*.view.ts` +declaration — what the view filters on, how it sorts, and where it is reached +from — plus the behaviour that makes an empty list readable: + +- **Accounts** — seven views. The two customer-success queues get their own + note: both are scoped to **Type = Customer** before anything else, and both + read hand-maintained fields (Health Score has no default, Next Renewal Date + can be blank), so an empty *At-Risk Accounts* is missing data rather than a + broken filter. Also corrected: **Enterprise Accounts** is a revenue cut + (Annual Revenue ≥ $10M), *not* the Customer Tier field — an account tiered + *Enterprise* at $5M is not in it; and the map plots **Office Location**, not + the billing address. +- **Leads** — eight views, the full switcher. **🔥 Hot Leads** is documented as + it behaves: its cut is 4.5 stars against a whole-star rating, so it is the + 5-star queue, and a 4-star lead is on **High Priority** — the old page called + Hot Leads "rating ≥ 4 stars", which is the other view's filter. The rep tip + that pointed at a nonexistent *Today's Follow-ups* view now says what the + Next Follow-up Date really drives: the sort order of Hot Leads, stamped + automatically on intake (tomorrow at 4+ stars, three days otherwise) and + re-stamped by **Schedule Follow-up**. +- **Contacts** — three views, with the account-grouped default explained and a + plain statement that no owner-filtered view exists, since contact visibility + follows the account anyway. +- **Quotes** — three views, none of them filtered, and why that works: status is + the filter (the nightly sweep keeps *Expired* honest) and Expiration Date is + sortable. A fresh org has no quotes at all until the first **Generate Quote**, + and these views declare no empty-state text, so the page says an empty grid is + expected there. + +English pages use the metadata labels; the zh pages use the names from the +zh-CN locale bundle. + +Fixes #758. diff --git a/content/docs/sales/accounts.mdx b/content/docs/sales/accounts.mdx index 7f65a505e..6447add4f 100644 --- a/content/docs/sales/accounts.mdx +++ b/content/docs/sales/accounts.mdx @@ -110,12 +110,25 @@ Admins can change these rules — see [Administration › Sharing](/docs/adminis ## Standard list views -- **My Accounts** — accounts you own. -- **All Customers** — active customers. -- **Top Accounts by Revenue** — biggest first. -- **Inactive Accounts** — `is_active = false`, for clean-up. -- **By Industry** — grouped. -- **Recently Updated** — what changed last. +Accounts opens on **All Accounts**, and the switcher along the top of the list carries seven saved views — these, and nothing else: + +| View | What it shows | +| --- | --- | +| **All Accounts** *(the landing view)* | Every account whatever its type, highest **Annual Revenue** first. Annual Revenue carries a column total and **Employees** a column average, so the header line is the whole book at a glance. Rows are tinted by the **Active** flag — the grey rows are the inactive ones (`is_active = false`), which is where retired accounts stay visible instead of needing a list of their own. 50 rows a page, export to CSV or XLSX, and with rows selected: **Update Tier**, **Transfer Owner**, **Delete**. | +| **Account Cards** | The same accounts as branded cards — industry, annual revenue, employees, phone, website and owner under the account name. | +| **Accounts by Location** | Accounts plotted on a map. The pin comes from **Office Location**, not from the billing address, so an account that has a billing address but no office location is missing from this view — and only from this view. | +| **Enterprise Accounts** | Accounts with **Annual Revenue of $10M or more**, biggest first, with quick-filter dropdowns for **Industry** (with a count per value), **Type** and **Owner** above the grid. This is a revenue cut, not the **Customer Tier** field: an account you tiered *Enterprise* at $5M of revenue is not here. | +| **My Accounts** | The accounts you own, most recently active first (**Last Activity Date**, descending). | +| **🔄 Upcoming Renewals** | Customers that have a **Next Renewal Date**, soonest first. It is not windowed to a number of days — every customer with a renewal date on file is listed, and the sort is what puts the next few weeks on top. The columns are the renewal ones: tier, health score, renewal date, renewal owner (the CSM) and annual revenue. | +| **⚠️ At-Risk Accounts** | Customers whose **Health Score** is *At Risk* or *Churning* — the customer-success working queue, with segment, renewal owner and last activity date alongside. | + +### Why the two customer-success queues can be empty + +**Upcoming Renewals** and **At-Risk Accounts** both read the fields on the **Customer Success** section of the account form (Tier, Segment, Health Score, Renewal Owner, Next Renewal Date), and both are scoped to **Type = Customer** before anything else: + +- A prospect or a partner never appears in either, however the renewal fields are filled in. Promote the account to *Customer* first — activating a contract does that for you. +- **Health Score** is maintained by hand by whoever owns the relationship and has no default value. On an org where nobody sets it, *At-Risk Accounts* is empty — that is missing data, not a broken filter. +- Likewise a customer with no **Next Renewal Date** is invisible to *Upcoming Renewals*. Both fields sit together on the same form section, so filling one is the moment to fill the other. ## Tips for sales reps diff --git a/content/docs/sales/accounts.zh-Hans.mdx b/content/docs/sales/accounts.zh-Hans.mdx index 3e0420ca3..80818a0c9 100644 --- a/content/docs/sales/accounts.zh-Hans.mdx +++ b/content/docs/sales/accounts.zh-Hans.mdx @@ -102,12 +102,25 @@ Acme Corp Global ## 标准列表视图 -- **我的客户**——你负责的客户。 -- **所有客户**——活跃的客户。 -- **按营收排名的顶级客户**——最大的在前。 -- **非活跃客户**——`is_active = false`，用于清理。 -- **按行业**——分组。 -- **最近更新**——上次更改的内容。 +客户列表默认打开**全部客户**，列表顶部的视图切换器里就是下面这七个已保存视图——只有这七个： + +| 视图 | 展示什么 | +| --- | --- | +| **全部客户**（默认打开） | 不分类型的完整台账，按**年营收**由高到低排列。**年营收**列带合计、**员工人数**列带平均值，抬头这一行就是整本账的概览。行按**是否活跃**着色——灰色的就是已停用（`is_active = false`）的客户；停用记录留在这里，不另设一张清理用的列表。每页 50 行，可导出 CSV / XLSX；勾选记录后可批量执行**更新客户分层**、**转移负责人**、**删除**。 | +| **客户卡片** | 同一批客户以品牌色卡片呈现——客户名下面是行业、年营收、员工人数、电话、网站和负责人。 | +| **客户地图** | 客户按地理位置落在地图上。图钉取自**办公地点**，而不是账单地址：只填了账单地址、没填办公地点的客户不会出现在这张图上——也只在这张图上缺席。 | +| **企业客户** | **年营收 ≥ 1000 万美元**的客户，金额大的在前；网格上方还有**行业**（带每个取值的记录数）、**类型**、**客户负责人**三个快捷筛选下拉。注意这是按营收切的，不是按**客户分层**字段：一个被标成"企业客户"分层、年营收却只有 500 万的客户不在这里。 | +| **我的客户** | 你负责的客户，按**最近活动日期**由近及远排列。 | +| **🔄 即将续约** | 填了**下次续约日期**的正式客户，最近到期的排在最上面。它没有按天数开窗——只要档案里有续约日期就会列出来，是排序把最近几周顶到了前面。列也都是续约要看的：客户分层、健康度、续约日期、续约负责人（CSM）、年营收。 | +| **⚠️ 风险客户** | **健康度**为*风险*或*流失中*的正式客户——客户成功团队的工作队列，同行还有客户细分、续约负责人和最近活动日期。 | + +### 这两个客户成功队列为什么会是空的 + +**即将续约**和**风险客户**读的都是客户上那组客户成功字段（客户分层、客户细分、健康度、续约负责人、下次续约日期），而且都先按**类型 = 正式客户**过滤： + +- 潜在客户和合作伙伴永远不会出现在这两张列表里，续约字段填得再全也一样。先把客户提升为*正式客户*——激活合同会自动做这件事。 +- **健康度**由维护这段客户关系的人手工填写，没有默认值。组织里没人填过它，*风险客户*就是空的——那是数据缺口，不是过滤条件坏了。 +- **下次续约日期**同理：没填的正式客户对*即将续约*而言并不存在。这两个字段就挨在一起，填一个的时候顺手把另一个也填上。 ## 给销售代表的提示 diff --git a/content/docs/sales/accounts.zh-Hant.mdx b/content/docs/sales/accounts.zh-Hant.mdx index a2277b07d..c7468a871 100644 --- a/content/docs/sales/accounts.zh-Hant.mdx +++ b/content/docs/sales/accounts.zh-Hant.mdx @@ -102,12 +102,25 @@ Acme Corp Global ## 標準列表視圖 -- **我的客戶**——你負責的客戶。 -- **所有客戶**——活躍的客戶。 -- **按營收排名的頂級客戶**——最大的在前。 -- **非活躍客戶**——`is_active = false`，用於清理。 -- **按產業**——分組。 -- **最近更新**——上次更改的內容。 +客戶列表預設打開**全部客戶**，列表頂部的視圖切換器裡就是下面這七個已儲存視圖——只有這七個： + +| 視圖 | 展示什麼 | +| --- | --- | +| **全部客戶**（預設打開） | 不分類型的完整帳冊，按**年營收**由高到低排列。**年營收**欄帶合計、**員工人數**欄帶平均值，抬頭這一列就是整本帳的概覽。列按**是否活躍**著色——灰色的就是已停用（`is_active = false`）的客戶；停用記錄留在這裡，不另設一張清理用的列表。每頁 50 列，可匯出 CSV / XLSX；勾選記錄後可批次執行**更新客戶分層**、**轉移負責人**、**刪除**。 | +| **客戶卡片** | 同一批客戶以品牌色卡片呈現——客戶名下面是產業、年營收、員工人數、電話、網站和負責人。 | +| **客戶地圖** | 客戶按地理位置落在地圖上。圖釘取自**辦公地點**，而不是帳單地址：只填了帳單地址、沒填辦公地點的客戶不會出現在這張圖上——也只在這張圖上缺席。 | +| **企業客戶** | **年營收 ≥ 1000 萬美元**的客戶，金額大的在前；網格上方還有**產業**（帶每個取值的記錄數）、**類型**、**客戶負責人**三個快捷篩選下拉。注意這是按營收切的，不是按**客戶分層**欄位：一個被標成「企業客戶」分層、年營收卻只有 500 萬的客戶不在這裡。 | +| **我的客戶** | 你負責的客戶，按**最近活動日期**由近及遠排列。 | +| **🔄 即將續約** | 填了**下次續約日期**的正式客戶，最近到期的排在最上面。它沒有按天數開窗——只要檔案裡有續約日期就會列出來，是排序把最近幾週頂到了前面。欄位也都是續約要看的：客戶分層、健康度、續約日期、續約負責人（CSM）、年營收。 | +| **⚠️ 風險客戶** | **健康度**為*風險*或*流失中*的正式客戶——客戶成功團隊的工作佇列，同列還有客戶細分、續約負責人和最近活動日期。 | + +### 這兩個客戶成功佇列為什麼會是空的 + +**即將續約**和**風險客戶**讀的都是客戶上那組客戶成功欄位（客戶分層、客戶細分、健康度、續約負責人、下次續約日期），而且都先按**類型 = 正式客戶**過濾： + +- 潛在客戶和合作夥伴永遠不會出現在這兩張列表裡，續約欄位填得再全也一樣。先把客戶提升為*正式客戶*——啟用合約會自動做這件事。 +- **健康度**由維護這段客戶關係的人手工填寫，沒有預設值。組織裡沒人填過它，*風險客戶*就是空的——那是資料缺口，不是過濾條件壞了。 +- **下次續約日期**同理：沒填的正式客戶對*即將續約*而言並不存在。這兩個欄位就挨在一起，填一個的時候順手把另一個也填上。 ## 給銷售代表的提示 diff --git a/content/docs/sales/contacts.mdx b/content/docs/sales/contacts.mdx index 44471b272..6214d2a71 100644 --- a/content/docs/sales/contacts.mdx +++ b/content/docs/sales/contacts.mdx @@ -70,11 +70,15 @@ This makes the security story simple: get the account-sharing right and contacts ## Standard list views -- **My Contacts** — contacts you own. -- **Primary Contacts** — `is_primary = true`. -- **Decision Makers** — title contains "VP", "Chief", or "Director". -- **By Title** — grouped. -- **Recently Added** — newest first. +Contacts opens on **All Contacts**, and the switcher carries three saved views — these, and nothing else: + +| View | What it shows | +| --- | --- | +| **All Contacts** *(the landing view)* | Every contact, **grouped by account with the groups collapsed**: you expand the account you are working on instead of scrolling one flat roster. Inside a group, people are ordered by last name A→Z, with avatar, account, title, department, email, phone and owner on the row. 50 rows a page, export to CSV or XLSX. | +| **People Directory** | The same people as photo cards, each card fronted by the contact's avatar — the fastest way to put faces to an account team before a meeting. Name, title, department, email, phone and account are on the card. | +| **Primary Contacts** | Only the contacts flagged as primary — one per account, as described above — ordered by account. This is the list worth reviewing before a quote run or a mail-merge, because it is exactly the set every default draws from. | + +There is no owner-filtered contact view, and none is needed for access: contacts are not shared on their own, they inherit the account's sharing (see above). To work "your" people, start from **My Accounts** on the [Accounts](./accounts) list and open the account, or expand your accounts' groups on **All Contacts**. ## How the AI Copilot uses contacts diff --git a/content/docs/sales/contacts.zh-Hans.mdx b/content/docs/sales/contacts.zh-Hans.mdx index d5490198a..9d7de98fb 100644 --- a/content/docs/sales/contacts.zh-Hans.mdx +++ b/content/docs/sales/contacts.zh-Hans.mdx @@ -70,11 +70,15 @@ CEO ## 标准列表视图 -- **我的联系人**——你负责的联系人。 -- **主要联系人**——`is_primary = true`。 -- **决策者**——职位包含 "VP"、"Chief" 或 "Director"。 -- **按职位**——分组。 -- **最近添加**——最新的在前。 +联系人列表默认打开**全部联系人**，切换器里就是下面这三个已保存视图——只有这三个： + +| 视图 | 展示什么 | +| --- | --- | +| **全部联系人**（默认打开） | 所有联系人，**按所属客户分组，分组默认折叠**：你展开正在跟的那个客户，而不是从一张平铺的大名单里翻。组内按姓氏 A→Z 排序，行上是头像、所属客户、职位、部门、邮箱、电话和负责人。每页 50 行，可导出 CSV / XLSX。 | +| **联系人目录** | 同一批人以照片卡片呈现，卡片正面就是联系人头像——开会前把人和脸对上最快的一屏。卡片上有姓名、职位、部门、邮箱、电话和所属客户。 | +| **主要联系人** | 只列被标记为**主要联系人**的人（每个客户一个，见上文），按所属客户排列。发报价或群发邮件之前值得过一遍这张表，因为各处的默认联系人正是从这一批里取的。 | + +没有"我的联系人"这类按负责人过滤的视图；就可见性而言也不需要：联系人不单独共享，而是继承所属客户的共享（见上文）。想看"自己的人"，从[客户](./accounts)列表的**我的客户**进入客户记录，或者在**全部联系人**里展开自己那几个客户的分组。 ## AI Copilot 如何使用联系人 diff --git a/content/docs/sales/contacts.zh-Hant.mdx b/content/docs/sales/contacts.zh-Hant.mdx index ba8b91970..7bcd92239 100644 --- a/content/docs/sales/contacts.zh-Hant.mdx +++ b/content/docs/sales/contacts.zh-Hant.mdx @@ -70,11 +70,15 @@ CEO ## 標準列表視圖 -- **我的聯絡人**——你負責的聯絡人。 -- **主要聯絡人**——`is_primary = true`。 -- **決策者**——職位包含 "VP"、"Chief" 或 "Director"。 -- **按職位**——分組。 -- **最近新增**——最新的在前。 +聯絡人列表預設打開**全部聯絡人**，切換器裡就是下面這三個已儲存視圖——只有這三個： + +| 視圖 | 展示什麼 | +| --- | --- | +| **全部聯絡人**（預設打開） | 所有聯絡人，**按所屬客戶分組，分組預設摺疊**：你展開正在跟的那個客戶，而不是從一張平鋪的大名單裡翻。組內按姓氏 A→Z 排序，列上是頭像、所屬客戶、職位、部門、郵箱、電話和負責人。每頁 50 列，可匯出 CSV / XLSX。 | +| **聯絡人目錄** | 同一批人以照片卡片呈現，卡片正面就是聯絡人頭像——開會前把人和臉對上最快的一屏。卡片上有姓名、職位、部門、郵箱、電話和所屬客戶。 | +| **主要聯絡人** | 只列被標記為**主要聯絡人**的人（每個客戶一個，見上文），按所屬客戶排列。發報價或群發郵件之前值得過一遍這張表，因為各處的預設聯絡人正是從這一批裡取的。 | + +沒有「我的聯絡人」這類按負責人過濾的視圖；就可見性而言也不需要：聯絡人不單獨共享，而是繼承所屬客戶的共享（見上文）。想看「自己的人」，從[客戶](./accounts)列表的**我的客戶**進入客戶記錄，或者在**全部聯絡人**裡展開自己那幾個客戶的分組。 ## AI Copilot 如何使用聯絡人 diff --git a/content/docs/sales/leads.mdx b/content/docs/sales/leads.mdx index 0976f2117..8e8bf8815 100644 --- a/content/docs/sales/leads.mdx +++ b/content/docs/sales/leads.mdx @@ -114,17 +114,22 @@ The Copilot will recommend the next action (e.g., schedule a call, send a follow ## Standard list views -Open the Leads tab to see these saved views: +The Leads list curates no tab row, so the switcher offers every saved view there is — eight of them, in this order: -- **My Open Leads** — leads you own that aren't converted or unqualified. -- **Hot Leads** — rating ≥ 4 stars. -- **Today's Follow-ups** — leads with next follow-up date = today. -- **Recently Created** — newest first. -- **By Source** — grouped by where the lead came from. +| View | What it shows | +| --- | --- | +| **All Leads** *(the landing view)* | Every lead, newest first, with the name as the link into the record plus company, email, status, score, source and owner. 25 rows a page, export to CSV or XLSX, and **Add to Campaign** on the selection toolbar. On an empty org it says so — *No Leads Yet · Get started by creating your first lead*. | +| **My Leads** | The leads you own, highest star rating first and newest within a rating. Also reachable from **My Work › My Leads** in the sidebar. | +| **🔥 Hot Leads** | Leads still **New** or **Contacted** whose rating clears 4.5 stars. The score is kept in whole stars — the scoring hook rounds to one, and the star widget only offers whole ones — so in practice this is the **5-star** queue. A 4-star lead is not missing; it is on **High Priority**. Ordered by **Next Follow-up Date**, soonest first, with phone and email on the row so it can be worked top to bottom. | +| **High Priority** | The wider cut: **4 stars and up**, still New or Contacted. Rows are tinted by rating — green at 5, orange at 4. | +| **Suspected Duplicates** | The review queue described above: leads whose **Duplicate Status** is *Suspected*, oldest suspicion first, with the duplicate-link fields on the row. Working it drains it — a lead set to *Confirmed* or cleared drops out. When there is nothing to review it says *No Suspected Duplicates · Nothing to review — every re-captured email has been checked.* | +| **Lead Pipeline** | The kanban board, one column per status, each column summing **Annual Revenue**. Opening a card slides the lead in from the side rather than taking you off the board. | +| **Lead Calendar** | Leads placed on a month calendar by the day they arrived, titled by company and coloured by status — the shape of your inflow. | +| **Lead Cards** | Gallery cards, one per lead, titled by company with name, email, phone, status and rating on the face. | ## Tips for sales reps -- ✅ Add the next follow-up date as soon as you contact a lead — it powers the "Today's Follow-ups" view. +- ✅ Keep the **Next Follow-up Date** honest — it is what **🔥 Hot Leads** sorts on, so a stale date buries a live lead at the bottom of the queue. A new lead gets one automatically (four stars or better is due tomorrow, everything else in three days), and **Schedule Follow-up** re-stamps it with the due date of the task you just filed. - ✅ Use the star rating if you have a strong gut feel — the score doesn't capture everything. - ✅ Don't convert too early — a converted lead can't be reverted. Use *Qualified* status while you confirm. - ❌ Don't keep noise in *New* forever — disqualify after 3 failed contact attempts. diff --git a/content/docs/sales/leads.zh-Hans.mdx b/content/docs/sales/leads.zh-Hans.mdx index 32aa6fc8a..9a593fe24 100644 --- a/content/docs/sales/leads.zh-Hans.mdx +++ b/content/docs/sales/leads.zh-Hans.mdx @@ -114,17 +114,22 @@ Copilot 会推荐下一步行动（例如，安排通话、发送跟进、取消 ## 标准列表视图 -打开线索标签页可以看到这些已保存的视图： +线索列表没有裁剪过的页签，所以切换器里列出的就是全部已保存视图——一共八个，顺序如下： -- **我的开放线索**——你负责且尚未转换或不合格的线索。 -- **热门线索**——评级 ≥ 4 星。 -- **今日跟进**——下次跟进日期 = 今天的线索。 -- **最近创建**——最新的在前。 -- **按来源**——按线索来源分组。 +| 视图 | 展示什么 | +| --- | --- | +| **全部线索**（默认打开） | 所有线索，最新的在前；姓名是进入记录的链接，同行还有公司、邮箱、状态、评分、来源和负责人。每页 25 行，可导出 CSV / XLSX，勾选后可批量**加入营销活动**。组织里还没有线索时它会直说——*还没有线索 · 创建第一条线索，从这里开始*。 | +| **我的线索** | 你负责的线索，评分高的在前，同评分内最新的在前。侧边栏的**我的工作 › 我的线索**进的也是它。 | +| **🔥 高热度线索** | 仍处于**新建**或**已联系**、且评分高过 4.5 星的线索。评分只按整星记（打分钩子四舍五入到整星，星级控件也只让你点整星），所以实际上这就是**五星**队列；四星的线索没有丢，它在**高优先级**里。按**下次跟进日期**由近及远排序，行上带电话和邮箱，从上往下打就行。 | +| **高优先级** | 更宽的一刀：**四星及以上**，同样只看新建和已联系。行按评分着色——五星绿色，四星橙色。 | +| **疑似重复线索** | 上文说的复核队列：**重复状态**为*疑似重复*的线索，最早被怀疑的排在最前，重复关联字段就在行上。处理一条少一条——确认或清除之后它就掉出队列。没有待复核的时候它会写明：*没有疑似重复 · 无需复核——每个重复录入的邮箱都已检查过。* | +| **线索流水线** | 看板视图，一个状态一列，每列汇总**年营收**。点开卡片是从侧边滑出的抽屉，不会把你带离看板。 | +| **线索日历** | 线索按进入系统的日期落在月历上，标题是公司名，按状态着色——看的是流入的形状。 | +| **线索卡片** | 卡片墙，一条线索一张卡，以公司名为标题，卡面上是姓名、邮箱、电话、状态和评分。 | ## 给销售代表的提示 -- ✅ 一联系线索就立即添加下次跟进日期——它驱动着"今日跟进"视图。 +- ✅ 让**下次跟进日期**保持真实——**🔥 高热度线索**就是按它排序的，日期放着不更新，会把一条活着的线索压到队列底部。新线索会自动拿到一个（四星及以上是明天，其余是三天后），**安排跟进**动作则会用你刚建的那个任务的到期日重新盖章。 - ✅ 如果你有强烈的直觉判断，就使用星级评级——评分并不能捕捉一切。 - ✅ 不要过早转换——已转换的线索无法还原。在确认期间使用*已审核*状态。 - ❌ 不要永远把噪声留在*新建*中——3 次联系失败后就取消其资格。 diff --git a/content/docs/sales/leads.zh-Hant.mdx b/content/docs/sales/leads.zh-Hant.mdx index eeaf76cd4..3f67a3fdb 100644 --- a/content/docs/sales/leads.zh-Hant.mdx +++ b/content/docs/sales/leads.zh-Hant.mdx @@ -78,7 +78,7 @@ description: 在入站詢問成為真正交易之前對其進行擷取、評分 - **重複狀態 = 疑似重複**——這只是系統的猜測，尚未下任何結論。 - **重複於**——它疑似重複的那筆記錄：如果這個人已經是**聯絡人**，就指向該聯絡人；否則指向使用同一電子郵件、**最早的未結案潛在客戶**。每次重複提交都指向同一筆原始記錄，因此一組重複記錄是一份清單，而不是一條鏈。 -在潛在客戶頁籤的**疑似重複潛在客戶**視圖裡處理它們。打開這兩筆記錄逐一比對，然後二選一： +在潛在客戶頁籤的**疑似重複線索**視圖裡處理它們。打開這兩筆記錄逐一比對，然後二選一： - **是老客戶的新詢問**——清空重複狀態，按正常流程推進。預算重新到位的老客戶是真實商機。 - **是同一次詢問重複輸入**——把記錄設為*不合格*，原因選**重複**。此時表單會要求你指明存活的那筆記錄，並把重複狀態設為**已確認重複**。不指明存活記錄就無法以重複為由作廢，所以作廢分析裡的每一筆都能點開。 @@ -114,17 +114,22 @@ Copilot 會推薦下一步行動（例如，安排通話、發送跟進、取消 ## 標準列表視圖 -打開潛在客戶標籤頁可以看到這些已儲存的視圖： +潛在客戶列表沒有裁剪過的頁籤，所以切換器裡列出的就是全部已儲存視圖——一共八個，順序如下。視圖名依產品介面中的中文名稱寫成，所以用的是「線索」，指的就是本頁行文中的「潛在客戶」： -- **我的開放潛在客戶**——你負責且尚未轉換或不合格的潛在客戶。 -- **熱門潛在客戶**——評級 ≥ 4 星。 -- **今日跟進**——下次跟進日期 = 今天的潛在客戶。 -- **最近建立**——最新的在前。 -- **按來源**——按潛在客戶來源分組。 +| 視圖 | 展示什麼 | +| --- | --- | +| **全部線索**（預設打開） | 所有線索，最新的在前；姓名是進入記錄的連結，同列還有公司、郵箱、狀態、評分、來源和負責人。每頁 25 列，可匯出 CSV / XLSX，勾選後可批次**加入行銷活動**。組織裡還沒有線索時它會直說——*還沒有線索 · 建立第一條線索，從這裡開始*。 | +| **我的線索** | 你負責的線索，評分高的在前，同評分內最新的在前。側邊欄的**我的工作 › 我的線索**進的也是它。 | +| **🔥 高熱度線索** | 仍處於**新建**或**已聯絡**、且評分高過 4.5 星的線索。評分只按整星記（打分鉤子四捨五入到整星，星級控件也只讓你點整星），所以實際上這就是**五星**佇列；四星的線索沒有丟，它在**高優先級**裡。按**下次跟進日期**由近及遠排序，列上帶電話和郵箱，從上往下打就行。 | +| **高優先級** | 更寬的一刀：**四星及以上**，同樣只看新建和已聯絡。列按評分著色——五星綠色，四星橙色。 | +| **疑似重複線索** | 上文說的複核佇列：**重複狀態**為*疑似重複*的線索，最早被懷疑的排在最前，重複關聯欄位就在列上。處理一條少一條——確認或清除之後它就掉出佇列。沒有待複核的時候它會寫明：*沒有疑似重複 · 無需複核——每個重複錄入的郵箱都已檢查過。* | +| **線索流水線** | 看板視圖，一個狀態一欄，每欄彙總**年營收**。點開卡片是從側邊滑出的抽屜，不會把你帶離看板。 | +| **線索日曆** | 線索按進入系統的日期落在月曆上，標題是公司名，按狀態著色——看的是流入的形狀。 | +| **線索卡片** | 卡片牆，一條線索一張卡，以公司名為標題，卡面上是姓名、郵箱、電話、狀態和評分。 | ## 給銷售代表的提示 -- ✅ 一聯絡潛在客戶就立即新增下次跟進日期——它驅動著「今日跟進」視圖。 +- ✅ 讓**下次跟進日期**保持真實——**🔥 高熱度線索**就是按它排序的，日期放著不更新，會把一條活著的線索壓到佇列底部。新線索會自動拿到一個（四星及以上是明天，其餘是三天後），**安排跟進**動作則會用你剛建的那個任務的到期日重新蓋章。 - ✅ 如果你有強烈的直覺判斷，就使用星級評級——評分並不能捕捉一切。 - ✅ 不要過早轉換——已轉換的潛在客戶無法還原。在確認期間使用*已審核*狀態。 - ❌ 不要永遠把雜訊留在*新建*中——3 次聯絡失敗後就取消其資格。 diff --git a/content/docs/sales/quotes.mdx b/content/docs/sales/quotes.mdx index 2a1f1ff4c..ab9747128 100644 --- a/content/docs/sales/quotes.mdx +++ b/content/docs/sales/quotes.mdx @@ -105,11 +105,20 @@ If a quote's total exceeds the discount-approval threshold (e.g., total > $500K ## Standard list views -- **My Quotes** — quotes you own. -- **Active Quotes** — Draft, In Review or Presented. -- **Expiring This Week** — about to expire and still open. -- **Won Quotes** — Accepted. -- **By Account** — grouped. +Quotes opens on **All Quotes**, and the switcher carries three saved views — these, and nothing else: + +| View | What it shows | +| --- | --- | +| **All Quotes** *(the landing view)* | Every quote, newest **Quote Date** first, with the quote number pinned to the left as the link into the record. **Subtotal**, **Tax** and **Total Price** carry column totals, so whatever is on screen adds itself up; account, opportunity, status, expiration date, discount and owner sit on the row. 25 rows a page. | +| **Quote Pipeline** | The same quotes as a board, one column per status — Draft, In Review, Presented, Accepted, Rejected, Expired — each column totalling **Total Price**. This is where *"what is stuck in review?"* and *"how much have we presented?"* get answered, and the Accepted column is your won-quote list. | +| **Quote Calendar** | Each quote drawn on a month calendar as a band running from its **Quote Date** to its **Expiration Date**, labelled with the quote number and coloured by status. What is about to lapse is the band ending nearest today. | + +None of the three is filtered — no owner cut, no date window, no "active only". Two things make that workable: + +- **Status is the filter you already have.** The board separates Draft / In Review / Presented from the closed statuses, and the nightly sweep moves anything past its expiration date into *Expired* on its own, so the open columns stay honest without anyone curating a list. +- **Expiration Date is sortable** on All Quotes. Sorting on it ascending is the "expiring soon" answer, and it works on the whole register rather than a fixed week. + +A brand-new org has no quotes at all — they are generated from opportunities, never created from scratch — so the list is legitimately empty until the first **Generate Quote**. These views declare no empty-state message, so what you get in that case is an empty grid, not an explanation. ## Tips for sales reps diff --git a/content/docs/sales/quotes.zh-Hans.mdx b/content/docs/sales/quotes.zh-Hans.mdx index 2c67323ed..c39bf54c0 100644 --- a/content/docs/sales/quotes.zh-Hans.mdx +++ b/content/docs/sales/quotes.zh-Hans.mdx @@ -105,11 +105,20 @@ Total Price = Subtotal − Discount + Tax + Shipping & Handling ## 标准列表视图 -- **我的报价**——你负责的报价。 -- **活跃报价**——草稿、审核中或已呈现。 -- **本周到期**——即将过期且仍开放。 -- **赢单报价**——已接受。 -- **按客户**——分组。 +报价单列表默认打开**全部报价单**，切换器里就是下面这三个已保存视图——只有这三个： + +| 视图 | 展示什么 | +| --- | --- | +| **全部报价单**（默认打开） | 所有报价单，按**报价日期**由近及远排列，**报价单编号**固定在最左侧，点它进入记录。**小计**、**税额**、**总金额**三列带合计，屏幕上有什么，合计就是什么；行上还有所属客户、关联商机、状态、到期日期、折扣和负责人。每页 25 行。 | +| **报价流水线** | 同一批报价单以看板呈现，一个状态一列（六种状态见上文的状态表），每列汇总**总金额**。"有多少卡在审核里""发出去的报价一共多少钱"这两个问题在这里看；已接受那一列就是赢下来的报价。 | +| **报价日历** | 每张报价单在月历上画成一条横条，从**报价日期**延伸到**到期日期**，标题是报价单编号，按状态着色。快要失效的，就是那条结束时间离今天最近的横条。 | + +这三个视图都不带过滤条件——不按负责人切，不开时间窗，也没有"只看进行中"。有两件事让它照样够用： + +- **状态本身就是过滤器。** 看板把还在推进中的几列和已结束的几列分开摆；每晚的过期清扫又会把过了到期日的报价自动改成已过期，所以不需要谁去维护一张"进行中"的名单，前面几列自己就是干净的。 +- **到期日期这一列可以排序。** 在全部报价单里按它升序排，就是"最近要失效的"那张表——而且是对整本台账排的，不是固定一周的窗口。 + +刚建好的组织里一张报价单也没有——报价只能从商机生成、不能凭空创建——所以列表这时候是空的，这很正常。这三个视图都没有声明空态文案，因此你看到的会是一张空网格，而不是一段解释。 ## 给销售代表的提示 diff --git a/content/docs/sales/quotes.zh-Hant.mdx b/content/docs/sales/quotes.zh-Hant.mdx index 3e643878c..d9da2ad28 100644 --- a/content/docs/sales/quotes.zh-Hant.mdx +++ b/content/docs/sales/quotes.zh-Hant.mdx @@ -105,11 +105,20 @@ Total Price = Subtotal − Discount + Tax + Shipping & Handling ## 標準列表視圖 -- **我的報價**——你負責的報價。 -- **活躍報價**——草稿、審核中或已呈現。 -- **本週到期**——即將到期且仍開放。 -- **贏單報價**——已接受。 -- **按客戶**——分組。 +報價單列表預設打開**全部報價單**，切換器裡就是下面這三個已儲存視圖——只有這三個： + +| 視圖 | 展示什麼 | +| --- | --- | +| **全部報價單**（預設打開） | 所有報價單，按**報價日期**由近及遠排列，**報價單編號**固定在最左側，點它進入記錄。**小計**、**稅額**、**總金額**三欄帶合計，畫面上有什麼，合計就是什麼；列上還有所屬客戶、關聯商機、狀態、到期日期、折扣和負責人。每頁 25 列。 | +| **報價流水線** | 同一批報價單以看板呈現，一個狀態一欄（六種狀態見上文的狀態表），每欄彙總**總金額**。「有多少卡在審核裡」「發出去的報價一共多少錢」這兩個問題在這裡看；已接受那一欄就是贏下來的報價。 | +| **報價日曆** | 每張報價單在月曆上畫成一根橫條，從**報價日期**延伸到**到期日期**，標題是報價單編號，按狀態著色。快要失效的，就是那根結束時間離今天最近的橫條。 | + +這三個視圖都不帶過濾條件——不按負責人切，不開時間窗，也沒有「只看進行中」。有兩件事讓它照樣夠用： + +- **狀態本身就是過濾器。** 看板把還在推進中的幾欄和已結束的幾欄分開擺；每晚的過期清掃又會把過了到期日的報價自動改成已過期，所以不需要誰去維護一張「進行中」的名單，前面幾欄自己就是乾淨的。 +- **到期日期這一欄可以排序。** 在全部報價單裡按它升序排，就是「最近要失效的」那張表——而且是對整本帳冊排的，不是固定一週的窗口。 + +剛建好的組織裡一張報價單也沒有——報價只能從商機生成、不能憑空建立——所以列表這時候是空的，這很正常。這三個視圖都沒有宣告空態文案，因此你看到的會是一張空網格，而不是一段說明。 ## 給銷售代表的提示