A business opportunity information processing method, device, system and medium
By using online business opportunity information processing methods, the problem of information collection difficulties caused by the dispersed nature of bank sales managers has been solved, achieving efficient management and accurate updating of business opportunity information and improving sales follow-up effectiveness.
Patent Information
- Authority / Receiving Office
- CN · China
- Patent Type
- Patents(China)
- Current Assignee / Owner
- Filing Date
- 2023-06-06
- Publication Date
- 2026-04-07
AI Technical Summary
The fact that frontline sales managers in banks are scattered across the country makes the collection, statistics, modification and organization of business opportunity information time-consuming and labor-intensive, and prone to duplicate collection and reporting, which reduces the efficiency of business opportunity information processing and the effectiveness of sales follow-up.
This invention provides a method for processing business opportunity information. By entering and updating business opportunity information online, including an information entry interface, an editing page, and an automatic triggering mechanism, it ensures the uniqueness and timeliness of data, supports both manual and automatic triggering methods, and achieves efficient management of business opportunity information.
It improved the efficiency of business opportunity information collection and management, reduced duplicate data entry, ensured data accuracy and completeness, and enhanced sales follow-up effectiveness.
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Figure CN116662431B_ABST
Abstract
Description
TECHNICAL FIELD
[0001] The present application relates to the field of financial technology, in particular to a business opportunity information processing method, device, system and medium. BACKGROUND
[0002] The sales business opportunity pipeline (hereinafter referred to as PPL) is the customer's subscription intention information obtained by the bank front-line sales managers through telephone, face-to-face interview, WeChat and other contact methods after accessing the customers.
[0003] The PPL management of the bank institution is collected by using the mail, and the statistics are manually input by using the form. Since the front-line sales managers are scattered in various places in the country and the team is large, it is time-consuming and laborious to collect and organize, and there are often repeated collection and reporting during the collection, which finally leads to the difficulty and inaccuracy of PPL collection, statistics, modification and organization, reduces the processing efficiency of business opportunity information and affects the sales follow-up effect. SUMMARY
[0004] In view of the above shortcomings of the prior art, the purpose of the present application is to provide a business opportunity information processing method, device, system and medium which can be applied to the field of financial technology or other related fields, and aims to improve the processing efficiency of business opportunity information and the sales follow-up effect.
[0005] The technical scheme of the present application is as follows:
[0006] A business opportunity information processing method, comprising:
[0007] in response to a business opportunity information input instruction, displaying an information input interface from a corresponding entrance;
[0008] receiving the newly added business opportunity information input by the user in the information input interface and storing it, wherein the newly added business opportunity information at least includes product name and expected subscription time;
[0009] in response to an update instruction for the stored business opportunity information, displaying an editing page of the stored business opportunity information;
[0010] receiving the editing operation of the user on the editing page, and updating the stored business opportunity information according to the editing operation.
[0011] In one embodiment, the response to the business opportunity information input instruction and the display of the information input interface from the corresponding entrance comprises:
[0012] receiving the business opportunity information input instruction, and confirming the trigger mode of the business opportunity information input instruction;
[0013] displaying the information input interface from the corresponding entrance according to the trigger mode.
[0014] In one embodiment, the information entry interface is displayed from the corresponding entry according to the trigger mode, specifically including:
[0015] When the trigger mode is manual trigger, the information entry interface is displayed through a preset button entry;
[0016] When the trigger mode is automatic trigger, the information entry interface is displayed through an automatic pop-up entry.
[0017] In one embodiment, the information entry interface has several business opportunity entry fields, including customer name, product name, expected subscription time, product classification, intended subscription amount, intended degree, progress status, intended inflow funds, and intended outflow funds.
[0018] In one embodiment, after receiving the new business opportunity information of the target customer input by the user in the information entry interface and storing the information, the method further includes:
[0019] Confirming whether the new business opportunity information is repeated business opportunity information, if it is repeated business opportunity information, a repeated entry prompt is displayed.
[0020] In one embodiment, after receiving the new business opportunity information of the target customer input by the user in the information entry interface and storing the information, the method further includes:
[0021] The stored business opportunity information is counted, and the statistical information is sent to the management user.
[0022] In one embodiment, in response to an update instruction for the stored business opportunity information, an editing page of the stored business opportunity information is displayed, specifically including:
[0023] Receiving an update instruction for the stored business opportunity information input by the user, and displaying an editing page of the stored business opportunity information;
[0024] Receiving an update instruction for the stored business opportunity information sent by the management user, and displaying an editing page of the stored business opportunity information;
[0025] Every preset time, an update instruction for the stored business opportunity information is automatically triggered, and an editing page of the stored business opportunity information is displayed.
[0026] A business opportunity information processing device, comprising:
[0027] An information entry module for displaying an information entry interface from a corresponding entry in response to a business opportunity information entry instruction;
[0028] An information storage module is configured to receive and store new business opportunity information input by a user in the information input interface, wherein the new business opportunity information at least includes a product name and an expected subscription time.
[0029] An information editing module is configured to display an editing page of the stored business opportunity information in response to an update instruction of the stored business opportunity information.
[0030] An information updating module is configured to receive an editing operation of the user in the editing page and update the stored business opportunity information according to the editing operation.
[0031] A business opportunity information processing system, the system comprising at least one processor; and,
[0032] A memory in communication connection with the at least one processor; wherein,
[0033] The memory stores instructions executable by the at least one processor, and the instructions are executed by the at least one processor to enable the at least one processor to execute the business opportunity information processing method.
[0034] A non-volatile computer readable storage medium stores computer executable instructions, and the computer executable instructions are executed by one or more processors to enable the one or more processors to execute the business opportunity information processing method.
[0035] Beneficial effects: The application discloses a business opportunity information processing method, device, system and medium, compared with the prior art, the application embodiment collects and manages the business opportunity information more conveniently and simply by online inputting and updating the business opportunity information, and improves the processing efficiency of the business opportunity information. BRIEF DESCRIPTION OF DRAWINGS
[0036] The application will be further described below with reference to the drawings and embodiments, and the drawings show:
[0037] Figure 1 A flow chart of a business opportunity processing method provided by the application embodiment;
[0038] Figure 2 A functional module schematic diagram of a business opportunity information processing device provided by the application embodiment;
[0039] Figure 3 A hardware structure schematic diagram of a business opportunity information processing system provided by the application embodiment. DETAILED DESCRIPTION
[0040] To make the objectives, technical solutions, and effects of this invention clearer and more explicit, the invention is further described in detail below. It should be understood that the specific embodiments described herein are merely illustrative and not intended to limit the invention. The embodiments of the invention are described below with reference to the accompanying drawings.
[0041] In the banking sector, a sales pipeline (PPL) refers to information about a customer's intention to purchase a product, obtained by frontline sales managers through methods such as telephone, face-to-face visits, and WeChat.
[0042] Previously, banks managed PPLs by collecting them via email and manually entering the data using spreadsheets. Because frontline sales managers were scattered across the country and the team was large, collecting and organizing this data was time-consuming and labor-intensive. Furthermore, duplicate data collection and reporting frequently occurred, ultimately making the collection, statistics, modification, and organization of PPLs both difficult and inaccurate. This reduced the efficiency of processing business opportunity information and consequently impacted sales follow-up.
[0043] To address the aforementioned problems, this invention proposes a business opportunity information processing method. Please refer to [link / reference]. Figure 1 , Figure 1 This is a flowchart of an embodiment of the business opportunity information processing method provided by the present invention. The business opportunity information processing method provided in this embodiment is applied to a system comprising a terminal device, a network, and a server. The network is a medium used to provide a communication link between the terminal device and the server, and it can include various connection types, such as wired or wireless communication links, or fiber optic cables, etc. The operating system on the terminal device can include a handheld device operating system (iPhone operating system, iOS system), Android system, or other operating systems. The terminal device connects to the server through the network to achieve interaction, thereby performing operations such as receiving or sending data. Specifically, it can be various electronic devices with a display screen and supporting web browsing, including but not limited to smartphones, tablets, portable computers, and desktop servers, etc. Figure 1 As shown, the method specifically includes the following steps:
[0044] S100: In response to the business opportunity information entry command, the information entry interface is displayed from the corresponding entry point;
[0045] S200: Receive and store the new business opportunity information entered by the user on the information entry interface. The new business opportunity information includes at least the product name and the expected subscription time.
[0046] In this embodiment, business opportunity information refers to information related to a customer's intention to purchase a product. When a user obtains a customer's business opportunity information, a business opportunity information entry command is triggered to enter the corresponding business opportunity information into the business opportunity information database. The system responds to the business opportunity information entry command by displaying an information entry interface from the corresponding entry point. Users can conveniently and intuitively fill in and save new business opportunity information on the information entry interface, improving the efficiency of business opportunity information collection.
[0047] Specifically, the information entry interface includes several business opportunity entry fields, such as customer name, product name, expected subscription time, product category, intended subscription amount, level of intent, progress status, intended inflow of funds, intended outflow of funds, etc.
[0048] The initial entry of new business opportunity information must include at least the product name and the expected subscription time. Users can briefly enter key business opportunity information first and then fill in the remaining details. When a user adds a new business opportunity, the system checks whether the product name and expected subscription time fields are already filled in. If not, a storage failure message is displayed, prompting the user to continue filling in the information, thus ensuring the validity and efficiency of business opportunity information entry.
[0049] S300: In response to an update instruction for stored business opportunity information, display the editing page for the stored business opportunity information;
[0050] S400: Receive the user's editing operation on the editing page, and update the stored business opportunity information according to the editing operation.
[0051] In this embodiment, when a user needs to update stored business opportunity information, such as modifying or adding information, an update command for the specified stored business opportunity information is triggered. The system responds to this update command by displaying an editing page for the stored business opportunity information. Users can edit the currently selected stored business opportunity information on the editing page, receiving editing operations input by the user, such as adding or modifying fields. This allows for the addition or modification of certain fields in the stored business opportunity information, thus updating existing business opportunity information and facilitating the verification and management of business opportunity information.
[0052] In one embodiment, step S100 includes:
[0053] Receive the business opportunity information entry instruction and confirm the triggering method of the business opportunity information entry instruction;
[0054] The information entry interface is displayed from the corresponding entry point according to the triggering method.
[0055] In this embodiment, when the system receives a business opportunity information entry instruction, it first confirms the triggering method of the instruction. For example, different triggering methods can carry different identifiers in the instruction, allowing for quick and efficient differentiation of the triggering method of the currently received instruction. Specifically, the triggering methods are divided into manual triggering and automatic triggering. Manual triggering involves the user manually entering the instruction; automatic triggering occurs when the system detects that preset triggering conditions are met. Depending on the triggering method, the corresponding entry point displays the information entry interface, satisfying users' needs for business opportunity information entry in different scenarios and increasing convenience.
[0056] In one embodiment, displaying the information entry interface from the corresponding entry point according to the triggering method specifically includes:
[0057] When the triggering method is manual, the information entry interface is displayed through a preset button entry point;
[0058] When the triggering method is automatic, the information entry interface is displayed through an automatic pop-up window.
[0059] In this embodiment, the information entry interface is displayed through the corresponding entry point based on the different triggering methods. After a user communicates with a customer and obtains the customer's business opportunity information through face-to-face visits or other means, they can manually click to enter the specified page, such as the summary and customer list page. There is a preset "Add" button on this page. The user can trigger the instruction by clicking the "Add" button on the page and then enter the information entry page.
[0060] When the system detects that a user is communicating with a potential customer via phone or WeChat, or that the user is communicating through mobile communication platforms (such as WeChat, QQ, or phone calls) or by viewing a potential customer's phone number on a computer, the preset trigger conditions are met. At this point, the system automatically triggers the business opportunity information entry command and directs the user to the information entry interface via an automatic pop-up window. By using both automatic and manual triggering methods to access and display the information entry interface from different entry points, the flexibility of the business opportunity information entry page is increased.
[0061] In one embodiment, after step S200, the method further includes:
[0062] Confirm whether the newly added business opportunity information is a duplicate business opportunity information. If it is a duplicate business opportunity information, display a duplicate entry prompt.
[0063] In this embodiment, when new business opportunity information is entered, a step-by-step deduplication process is performed. If duplicate business opportunity information is found, a duplicate entry prompt is displayed; if unique business opportunity information is found, it is stored. For example, first, it is verified whether the customer information already exists. If not, the newly added business opportunity information is saved. If the customer information already exists, it is verified whether the purchased product information already exists in the user's business opportunity information. If the product information does not exist, the newly added business opportunity information is saved. If it exists, other business opportunity information is verified. If any other business opportunity information differs from the already stored business opportunity information, the already stored business opportunity information is updated. If any other business opportunity information is exactly the same as the already stored business opportunity information, a duplicate entry prompt is displayed. This ensures data uniqueness, prevents duplicate entry of business opportunity information, and reduces redundant management.
[0064] In one embodiment, after step S200, the method further includes:
[0065] The system compiles statistics on stored business opportunities and sends these statistics to the managing users.
[0066] In this embodiment, the managing user is the superior of the ordinary user and can supervise the ordinary user to update or add business opportunity information. After receiving business opportunity information stored by an ordinary user, the managing user summarizes the stored information and sends it to the managing user. The managing user can view this information through the summary list page or the subordinate business opportunity information list page on the management page. Specifically, the subordinate list module in the summary list displays information categorized by organization. Clicking on an employee's details page allows the management user to view relevant business opportunity information, facilitating the management user's monitoring of ordinary users' entry, addition, or updates of business opportunity information, and further managing ordinary users and business opportunity information.
[0067] In one embodiment, step S300 specifically includes:
[0068] Receive user input of an update command for stored business opportunity information, and display the edit page for the stored business opportunity information;
[0069] Receive update instructions for stored business opportunity information sent by the management user, and display the edit page for the stored business opportunity information;
[0070] The system automatically triggers an update command for the stored business opportunity information at preset intervals, and displays the edit page for the stored business opportunity information.
[0071] In this embodiment, the triggering channels for update commands are diverse. When a user needs to update the stored business opportunity information, the system receives the update command input by the user, displays the editing page of the stored business opportunity information to the user for editing, and updates the business opportunity information.
[0072] Alternatively, if an administrator discovers that a regular user's business opportunity information is incorrect or has not been updated for a long time during the monitoring process, the administrator can send an update instruction for the stored business opportunity information. When the system receives the update instruction from the administrator, it sends an update notification to the regular user to remind them to update the stored business opportunity information in a timely manner. After the regular user clicks to view the update notification, the editing page for the business opportunity information that needs to be updated is displayed.
[0073] Alternatively, to ensure the timeliness of business opportunity information and encourage users to update it promptly, an update command can be automatically triggered at fixed intervals. For example, if the system is set to update business opportunity information in a seven-day cycle, an update command will be triggered when seven days have passed. The system will automatically send an update notification to the user. After the user clicks the notification, they will be shown an editing page for the stored business opportunity information. Once the user has updated the information, the update time parameter will be reset, and the next time cycle will begin, waiting for the update command to be triggered again. This allows users to maintain business opportunity information, ensuring its completeness and accuracy.
[0074] Another embodiment of the present invention provides a business opportunity information processing device, such as... Figure 2 As shown, device 1 includes:
[0075] Information entry module 11 is used to respond to business opportunity information entry instructions and display the information entry interface from the corresponding entry point;
[0076] Information storage module 12 is used to receive and store new business opportunity information entered by the user on the information input interface. The new business opportunity information includes at least the product name and the expected subscription time.
[0077] Information editing module 13 is used to display the editing page of the stored business opportunity information in response to an update command for the stored business opportunity information;
[0078] The information update module 14 is used to receive the user's editing operation on the editing page and update the stored business opportunity information according to the editing operation.
[0079] The module referred to in this invention is a series of computer program instruction segments that can perform specific functions. It is more suitable than a program for describing the execution process of business opportunity information processing. For specific implementation methods of each module, please refer to the corresponding method embodiments above, which will not be repeated here.
[0080] In one embodiment, the information entry module 11 includes:
[0081] A receiving confirmation unit is used to receive the business opportunity information entry instruction and confirm the triggering method of the business opportunity information entry instruction;
[0082] The input and display unit is used to display the information input interface from the corresponding entry point according to the triggering method.
[0083] In one embodiment, the input and display unit is specifically used for:
[0084] When the triggering method is manual, the information entry interface is displayed through a preset button entry point;
[0085] When the triggering method is automatic, the information entry interface is displayed through an automatic pop-up window.
[0086] In one embodiment, the information entry interface includes several business opportunity entry fields, which include customer name, product name, expected subscription time, product category, intended subscription amount, degree of intent, progress status, intended inflow of funds, and intended outflow of funds.
[0087] In one embodiment, the device 1 further includes:
[0088] The duplicate confirmation module is used to confirm whether the newly added business opportunity information is a duplicate business opportunity information. If it is a duplicate business opportunity information, a duplicate entry prompt will be displayed.
[0089] In one embodiment, the device 1 further includes:
[0090] The statistics module is used to compile statistics on stored business opportunity information and send the statistical information to the management user.
[0091] In one embodiment, the information editing module 13 is specifically used for:
[0092] Receive user input of an update command for stored business opportunity information, and display the edit page for the stored business opportunity information;
[0093] Receive update instructions for stored business opportunity information sent by the management user, and display the edit page for the stored business opportunity information;
[0094] The system automatically triggers an update command for the stored business opportunity information at preset intervals, and displays the edit page for the stored business opportunity information.
[0095] Another embodiment of the present invention provides a business opportunity information processing system, such as... Figure 3 As shown, system 10 includes:
[0096] One or more processors 110 and memory 120, Figure 3 The following description uses a processor 110 as an example. The processor 110 and the memory 120 can be connected via a bus or other means. Figure 3Taking the example of a connection between China and Israel via a bus.
[0097] Processor 110 is used to perform various control logics of system 10, and can be a general-purpose processor, digital signal processor (DSP), application-specific integrated circuit (ASIC), field-programmable gate array (FPGA), microcontroller, ARM (Acorn RISC Machine) or other programmable logic device, discrete gate or transistor logic, discrete hardware components, or any combination of these components. Furthermore, processor 110 can also be any conventional processor, microprocessor, or state machine. Processor 110 can also be implemented as a combination of computing devices, such as a combination of DSP and microprocessor, multiple microprocessors, one or more microprocessors combined with DSP and / or any other such configuration.
[0098] The memory 120, as a non-volatile computer-readable storage medium, can be used to store non-volatile software programs, non-volatile computer-executable programs, and modules, such as the program instructions corresponding to the business opportunity information processing method in the embodiments of the present invention. The processor 110 executes various functional applications and data processing of the system 10 by running the non-volatile software programs, instructions, and units stored in the memory 120, thereby implementing the business opportunity information processing method in the above-described method embodiments.
[0099] The memory 120 may include a program storage area and a data storage area. The program storage area may store the operating system and applications required for at least one function; the data storage area may store data created according to the use of the system 10. Furthermore, the memory 120 may include high-speed random access memory and may also include non-volatile memory, such as at least one disk storage device, flash memory device, or other non-volatile solid-state storage device. In some embodiments, the memory 120 may optionally include memory remotely located relative to the processor 110, and these remote memories may be connected to the system 10 via a network. Examples of such networks include, but are not limited to, the Internet, corporate intranets, local area networks, mobile communication networks, and combinations thereof.
[0100] One or more units are stored in memory 120, and when executed by one or more processors 110, perform the following steps:
[0101] Obtain activity information for the target activity;
[0102] In response to the business opportunity information entry command, the information entry interface is displayed from the corresponding entry point;
[0103] Receive and store new business opportunity information entered by the user on the information entry interface. The new business opportunity information includes at least the product name and the expected subscription time.
[0104] In response to an update command for stored business opportunity information, the edit page for the stored business opportunity information is displayed;
[0105] The system receives editing operations from users on the editing page and updates the stored business opportunity information based on these operations.
[0106] In one embodiment, the step of displaying the information entry interface from the corresponding entry point in response to a business opportunity information entry instruction includes:
[0107] Receive the business opportunity information entry instruction and confirm the triggering method of the business opportunity information entry instruction;
[0108] The information entry interface is displayed from the corresponding entry point according to the triggering method.
[0109] In one embodiment, displaying the information entry interface from the corresponding entry point according to the triggering method specifically includes:
[0110] When the triggering method is manual, the information entry interface is displayed through a preset button entry point;
[0111] When the triggering method is automatic, the information entry interface is displayed through an automatic pop-up window.
[0112] In one embodiment, the information entry interface includes several business opportunity entry fields, which include customer name, product name, expected subscription time, product category, intended subscription amount, level of intent, progress status, intended inflow of funds, and intended outflow of funds.
[0113] In one embodiment, after receiving and storing the new business opportunity information of the target customer entered by the user on the information entry interface, the method further includes:
[0114] Confirm whether the newly added business opportunity information is a duplicate business opportunity information. If it is a duplicate business opportunity information, display a duplicate entry prompt.
[0115] In one embodiment, after receiving and storing the new business opportunity information of the target customer entered by the user on the information entry interface, the method further includes:
[0116] The system compiles statistics on stored business opportunities and sends these statistics to the managing users.
[0117] In one embodiment, displaying an editing page for the stored business opportunity information in response to an update instruction specifically includes:
[0118] Receive user input of an update command for stored business opportunity information, and display the edit page for the stored business opportunity information;
[0119] Receive update instructions for stored business opportunity information sent by the management user, and display the edit page for the stored business opportunity information;
[0120] The system automatically triggers an update command for the stored business opportunity information at preset intervals, and displays the edit page for the stored business opportunity information.
[0121] This invention provides a non-volatile computer-readable storage medium storing computer-executable instructions that are executed by one or more processors, for example, to perform the operations described above. Figure 1 Method steps S100 to S400.
[0122] As examples, non-volatile storage media can include read-only memory (ROM), programmable ROM (PROM), electrically programmable ROM (EPROM), electrically erasable ROM (EEPROM), or flash memory. Volatile memory can include random access memory (RAM) as external cache memory. By way of illustration and not limitation, RAM can be obtained in many forms such as synchronous RAM (SRAM), dynamic RAM (DRAM), synchronous DRAM (SDRAM), dual data rate SDRAM (DDRSDRAM), enhanced SDRAM (ESDRAM), Synchlink DRAM (SLDRAM), and direct Rambus RAM (DRRAM). The memory components or memories disclosed in the operating environment described herein are intended to include one or more of these and / or any other suitable types of memory.
[0123] In summary, the business opportunity information processing method, apparatus, system, and medium disclosed in this invention, in response to a business opportunity information input instruction, displays an information input interface from the corresponding entry point; receives and stores new business opportunity information input by the user on the information input interface, the new business opportunity information including at least a product name and an expected subscription time; in response to an update instruction for stored business opportunity information, displays an editing page for the stored business opportunity information; receives editing operations from the user on the editing page, and updates the stored business opportunity information according to the editing operations. By inputting and updating business opportunity information online, the collection and management of business opportunity information becomes more convenient and simpler, improving the processing efficiency of business opportunity information.
[0124] Of course, those skilled in the art will understand that all or part of the processes in the above embodiments can be implemented by a computer program instructing related hardware (such as a processor, controller, etc.). The computer program can be stored in a non-volatile, computer-readable storage medium, and when executed, it can include the processes described in the above method embodiments. The storage medium can be a memory, magnetic disk, floppy disk, flash memory, optical storage, etc.
[0125] It should be understood that the application of the present invention is not limited to the examples above. Those skilled in the art can make improvements or modifications based on the above description, and all such improvements and modifications should fall within the protection scope of the appended claims.
Claims
1. A method for processing business opportunity information, characterized in that, include: In response to the business opportunity information entry command, the information entry interface is displayed from the corresponding entry point; Receive and store new business opportunity information entered by the user on the information entry interface. The new business opportunity information includes at least the product name and the expected subscription time. In response to an update command for stored business opportunity information, the edit page for the stored business opportunity information is displayed; Receive editing operations from users on the editing page, and update the stored business opportunity information according to the editing operations; The response to the business opportunity information entry command, displaying the information entry interface from the corresponding entry point, includes: Receive the business opportunity information entry instruction and confirm the triggering method of the business opportunity information entry instruction; The information entry interface is displayed from the corresponding entry point according to the triggering method described above; Specifically, when the triggering method is manual triggering, the information entry interface is displayed through a preset button entry; the manual triggering refers to the user manually inputting business opportunity information entry commands. When the triggering method is automatic triggering, the information entry interface is displayed through an automatic pop-up window; the automatic triggering means that when the preset triggering conditions are detected, the business opportunity information entry instruction is automatically triggered.
2. The business opportunity information processing method according to claim 1, characterized in that, The information entry interface has several business opportunity entry fields, including customer name, product name, expected subscription time, product category, intended subscription amount, level of intent, progress status, intended inflow of funds, and intended outflow of funds.
3. The business opportunity information processing method according to claim 1, characterized in that, After receiving and storing the new business opportunity information of the target customer entered by the user on the information entry interface, the method further includes: Confirm whether the newly added business opportunity information is a duplicate business opportunity information. If it is a duplicate business opportunity information, display a duplicate entry prompt.
4. The business opportunity information processing method according to claim 1, characterized in that, After receiving and storing the new business opportunity information of the target customer entered by the user on the information entry interface, the method further includes: The system compiles statistics on stored business opportunities and sends these statistics to the managing users.
5. The business opportunity information processing method according to claim 4, characterized in that, The step of responding to an update command for stored business opportunity information and displaying an editing page for the stored business opportunity information specifically includes: Receive user input of an update command for stored business opportunity information, and display the edit page for the stored business opportunity information; Receive update instructions for stored business opportunity information sent by the management user, and display the edit page for the stored business opportunity information; The system automatically triggers an update command for the stored business opportunity information at preset intervals, and displays the edit page for the stored business opportunity information.
6. A business opportunity information processing device, characterized in that, include: The information entry module is used to respond to business opportunity information entry commands and display the information entry interface from the corresponding entry point; The information storage module is used to receive and store new business opportunity information entered by the user on the information input interface. The new business opportunity information includes at least the product name and the expected subscription time. The information editing module is used to display the editing page of the stored business opportunity information in response to an update command for the stored business opportunity information; The information update module is used to receive the user's editing operation on the editing page and update the stored business opportunity information according to the editing operation; The information entry module includes: A receiving confirmation unit is used to receive the business opportunity information entry instruction and confirm the triggering method of the business opportunity information entry instruction; The input and display unit is used to display the information input interface from the corresponding entry point according to the triggering method; The input and display unit is specifically used for: When the triggering method is manual, the information entry interface is displayed through a preset button entry point; When the triggering method is automatic, the information entry interface is displayed through an automatic pop-up window.
7. A business opportunity information processing system, characterized in that, The system includes at least one processor; and, A memory communicatively connected to the at least one processor; wherein, The memory stores instructions that can be executed by the at least one processor to enable the at least one processor to perform the business opportunity information processing method according to any one of claims 1-5.
8. A non-volatile computer-readable storage medium, characterized in that, The non-volatile computer-readable storage medium stores computer-executable instructions that, when executed by one or more processors, cause the one or more processors to perform the business opportunity information processing method according to any one of claims 1-5.
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