# 员工填客户信息、跟进记录（隐藏）

{% stepper %}
{% step %}

### 员工填写用户画像

![](/files/52fa9ebcf33701987b767de67254b1031bcdcc2e)
{% endstep %}

{% step %}

### 员工跟进客户

![](/files/c27a7908828d0adf7c19d22c827b23708c8dfb5c)
{% endstep %}

{% step %}

### 主管端查看客户信息、跟进记录

登录主管端，查看【客户管理】-【客户列表】\
开启了‘线索分析’的激活码，或在社交账号上对客户添加了‘客户画像’信息，才会上报客户信息

![](/files/aeae3554d9b460f00c28b0a12e943103263d92f8)

![](/files/f85d83f3c14f959ebae757a2bb53049fa4f43a17)

* 支持客户画像/跟进记录/备忘录重复粉丝共享。开启后员工可看到重复粉丝的团队跟进记录。

需管理员在后台客户列表勾选开启该功能！

![](/files/42beddfa2858119505ae411d997da27a58e9ca02)
{% endstep %}
{% endstepper %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.geekscrm.io/yuan-gong-tian-ke-hu-xin-xi-gen-jin-ji-lu-yin-cang.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
