收錄範圍:真實 WA/官網點擊(且信已寄出)+業務手動標記過階段的客戶+有真人回覆的客戶(即使沒有真實點擊)。只開信、或完全沒有任何互動/標記的客戶不列入。
「客戶動作」是系統自動抓的(開信/點 WA/點官網/回信,唯讀);「業務記錄」是你手動勾選與填寫,存回資料庫,即使這個客戶目前沒列在這份名單裡也不會被刪除或清空。建議下一步依 playbook 自動產生。⚠️ 標記=距離最後互動(自動訊號或業務動作)已超過 7 天沒有任何動靜。
Included: leads with a real WA/website click (email actually sent), a manually tagged stage, or a real reply (even without a real click). Leads with only an open, or no activity/tag at all, are excluded.
「客戶動作」is auto-detected (opens / WA-click / web-click / replies, read-only); 「業務記錄」is what you tag and save, and is preserved even if a lead later drops out of this list. ⚠️ = no activity (auto signal or sales action) for 7+ days.
橫軸=工作階段(待確認→進行中(目標客戶)→等待辨別→已回覆→遠端會議→邀請參訪→成交),不是日期。每列一家客戶,長條延伸到目前所在階段、顏色=該階段;實心圓=已抵達、空心圓=尚未。列依進度排序。
X-axis is the work stage (not time); the bar reaches each customer's current stage. Filled dot = reached, hollow = not yet.