问题 1：团队成员看到的客户信息为何不同？系统借助 “主负责人” 和 “普通成员” 的权限设置，就像给不同人配备了不同级别的钥匙，只有主负责人能够修改核心数据，普通成员仅具备查看权限，保障了团队协作时的数据安全与保密。

Answer 1: Why do team members see different customer information?The system uses permission settings for "Primary Responsible Person" and "General Member", similar to different keys for a safe. Only primary responsible persons can modify core data, while general members have viewing rights only, ensuring data security and confidentiality during teamwork.

问题 2：关键人名字为何是红色？红色代表 “未洞察”，这是一个警示信号！意味着该关键人的关系紧密度、方案认可度等核心数据还不明确，需要销售尽快去接触，否则可能会错失合作的机会。

Answer 2: Why are some key person names in red?Red indicates "unexplored" and serves as a warning! It means core data such as relationship closeness and plan approval for this key person is unclear, requiring urgent action from sales to prevent missed opportunities.

问题 3：为何有些同比或环比数据缺失？BRM 系统如同一位智能管家，它只会统计 “关注” 和 “重点关注” 的客户、决策链以及关键人。如果数据没有显示出来，有可能是这些数据未被标记为关注，或者处于非进行中的状态。

Answer 3: Why are some year-on-year/month-on-month data missing?The BRM system functions like a smart 管家，only 统计 "关注" and "重点关注" customers, decision chains, and key persons. Missing data may result from unmarked statuses or non-active projects.

问题 4：如何建立高效的销售团队关系？主管在用户管理中设置 “团队长” 身份，下属销售绑定汇报上级，即可形成层级清晰的关系网，实现团队数据透明化。

Answer 4: How to establish an efficient sales team relationship?Managers set "Team Leader" status in user management, and subordinates link their reporting hierarchy, creating a clear relationship network for transparent team data management.

问题5：关键人管理为何分 “整体态度” 和 “项目态度”？
整体态度是关键人对公司的长期印象，而项目态度反映其对特定商机的即时反馈。BRM 系统支持分别管理，让销售能更精准地制定策略。

Answer 5: Why separate "overall attitude" and "project attitude" in key person management?
Overall attitude reflects long-term impressions, while project attitude captures immediate feedback. Separate management enables sales to develop precise strategies for each scenario.

问题 6：如何通过微信邀请新成员？
“我的分享” 用于邀请朋友创建新租户，而 “添加用户” 是邀请员工加入已有租户。就像邀请新朋友加入聚会，还是让同事加入现有团队的区别。

Answer 6: How to invite new members via WeChat?
"My Share" invites friends to create new tenants, while "Add User" invites employees to existing ones. It’s like inviting friends to a new party vs. colleagues to an existing team.

建议在客户中创建关键人，再在决策链中从客户中选关键人。这样可以保持数据的一致性和完整性。在决策链中删除关键人时，只是删除了关键人和决策链之间的关系，客户关键人记录没有被删除，避免了数据的丢失。 It is advisable to first create key persons in the customer module and then select them from the customer list when working with decision chains. This ensures data consistency and integrity. Deleting a key person from a decision chain only removes the relationship between them and the decision chain, preserving the key person's record in the customer module to prevent data loss.

主管在客户决策量量化、决策链关系量化、关键人关系量化、影响力关键人量化主页，点击右上角“查看其他员工”按钮，选择下属销售，即可查看其关系数据。这种便捷的查看方式，帮助主管及时了解团队成员的工作进展，提供必要的指导和支持。 Managers can access subordinate sales relationship data by navigating to the main pages for customer decision quantification, decision chain relationship quantification, key person relationship quantification, and influential key person quantification. By clicking the "View Other Employees" button in the top-right corner and selecting a subordinate, managers can readily view their relationship data. This feature enables managers to promptly monitor team progress and offer necessary guidance.