Lead distribution and circulation method and device, processor and computer readable storage medium thereof

Abstract

This invention relates to a method, apparatus, processor, and computer-readable storage medium for the allocation and transfer of leads. The method of this invention sequentially allocates target leads to be assigned from the lead pool to target candidates with the fewest cumulative lead allocations, and updates the cumulative lead allocation count for each target candidate after allocation. It acquires the conversion results of allocated leads under each person's name, periodically checks and retrieves allocated leads that meet preset retrieval conditions from the assigned target personnel back to the lead pool, becoming new target leads to be assigned. The entire workflow can be executed automatically, forming an automated closed loop and improving lead processing efficiency. Furthermore, when the number of leads is small, the allocation results naturally tend to be equal; as the number of leads continues to increase, the actual allocation results gradually converge to preset weights. This ensures that the long-term proportions remain close while also taking into account the immediate load balancing of each member.

Description

Technical Field

[0001] This invention relates to the field of data allocation, specifically to a method, apparatus, processor, and computer-readable storage medium for the allocation and transfer of threads. Background Technology

[0002] In sales lead management, a lead generally goes through a process of "collection → allocation → conversion" from entering the system to completion. After acquiring lead data through advertising platforms, official website forms, and other channels, businesses enter it into the system and allocate it to suitable sales personnel. Sales personnel then follow up, identify needs, and perform a series of sales actions to ultimately convert leads into customers or business opportunities. In practice, this lead flow process is interspersed with numerous mechanical operations unrelated to sales itself—exporting and importing data, manually triggering allocation, manually checking and recovering leads, and manually reallocating leads. These operations generate no business value but recur repeatedly between each stage, severely hindering overall efficiency. For example, in the data collection stage, leads from different channels are scattered across various platforms. Administrators need to log into each platform to export Excel files and then manually import them into the lead management system; some even require manual entry. Once the data is in the system, it is not automatically allocated to sales personnel—administrators still need to manually filter and assign each lead to a specific person. The entire process is multi-step, time-consuming, and prone to data errors or untimely allocation due to operational negligence. The problems remain pronounced in the "after allocation" stage. Once a lead is assigned to a salesperson, if that person doesn't follow up promptly or fails to convert it, the lead simply sits there. The system doesn't actively identify these inefficiently used leads, nor does it automatically reclaim them. Administrators can only periodically check manually—reviewing the follow-up records and dwell time of each allocated lead, relying on experience to judge which ones should be reclaimed. With a large number of leads, it's impossible to check them all, and many valid leads simply remain dormant under the "allocated" label. Even if leads are manually reclaimed, they don't automatically enter the next round of allocation. Administrators still have to manually reassign salespeople to these leads. In other words, each time a lead circulates, manual intervention is required several times. With each cycle, leads are wasted while waiting, and their timeliness deteriorates. Ultimately, the problem with the existing solution isn't poor follow-up by salespeople, but rather that these steps rely entirely on non-business-related mechanical operations for connection; the entire process has never formed an automated closed loop. System operations encroached on the time that sales staff should have spent following up with customers, and leads were wasted while waiting. Summary of the Invention

[0003] The purpose of this invention is to overcome the shortcomings of the prior art and provide a method, apparatus, processor and computer-readable storage medium for the allocation and transfer of clues.

[0004] To achieve the above objectives, the present invention provides a method, apparatus, processor, and computer-readable storage medium for the allocation and transfer of clues, as well as the following: A method for allocating and transferring clues, characterized in that the method includes the following steps: (1) Based on the cumulative number of clues allocated to each target candidate, the target clues to be allocated in the clue pool are allocated in order to the target candidate with the smallest cumulative number of clues allocated, and the cumulative number of clues allocated to the target candidate is updated after allocation; Specifically, when the cumulative number of clues allocated to a person is greater than or equal to the preset weight corresponding to the person, the person is determined to be the person whose clues have been allocated; when the cumulative number of clues allocated to a person is less than the preset weight corresponding to the person, the person is a target candidate. (2) Obtain the conversion results of the assigned clues under each person's name, and periodically check whether the conversion results of the assigned clues meet the preset recycling conditions; (3) Reclaim the assigned clues that meet the preset recycling conditions from the assigned target personnel into the clue pool, and make them new target clues to be assigned, and update the cumulative number of clues assigned to the target personnel.

[0005] Preferably, before step (1), the method further includes: (5) connecting with an external platform based on an open interface and obtaining the clues to be assigned from the external platform; The clues to be assigned include target clues to be assigned.

[0006] Preferably, step (5) specifically includes: (5.1) Connect with external platforms based on open interfaces and obtain external clues from the external platforms; (5.2) Convert external clues into clues to be assigned based on preset field mapping rules, and perform integrity verification on the required fields in the clues to be assigned; (5.3) If the verification is successful, the clue to be assigned is stored in the clue pool.

[0007] Preferably, before step (1), the procedure further includes: (5.4) In response to the preset filtering rules and the clue dimension data of the clues to be assigned, the clues to be assigned are filtered to determine the target clues to be assigned; (5.5) In response to the preset screening rules and the personnel information of the candidates, the candidates are screened to determine the target candidates.

[0008] Preferably, step (1) includes: (1.1) When the same target allocation clue is simultaneously filtered by at least two preset filtering rules, the priority of the preset filtering rules is obtained; (1.2) Prioritize the allocation of the same target allocation clue to the target candidates selected by high priority screening.

[0009] Preferably, step (1) is followed by: (6) Record the personnel assigned to each assigned clue, the assignment time of the assigned clue, and the preset filtering rules corresponding to the assigned clue.

[0010] Preferably, after step (5.5), the method further includes: Determine the suitability of the target customer group corresponding to the target leads to be assigned with each of the target candidates, and determine the preset weight of each of the target candidates based on the suitability of each of the target candidates.

[0011] Preferably, before step (3), the procedure further includes: (7) Provide early warnings and reminders to the target personnel assigned to the allocated clues that are about to meet the preset recovery conditions.

[0012] Preferably, the preset recovery condition includes: after a first preset time period following the assignment of the assigned clue, the target personnel to whom the assigned clue was assigned have not processed the assigned clue; And / or, after a second preset time period following the assignment of the assigned lead, the target person to whom the assigned lead is assigned fails to advance the assigned lead.

[0013] Preferably, step (3) specifically includes: (3.1) The assigned leads that meet the preset recovery conditions are recovered from the assigned target personnel and returned to the lead pool. When the assigned leads that meet the preset recovery conditions are reassigned to target candidates, the historical assigners of the assigned leads that meet the preset recovery conditions are avoided from being associated with the superiors of the historical assigners.

[0014] The device for implementing the distribution and flow of clues is characterized in that the device comprises: A processor is configured to execute computer-executable instructions; The memory stores one or more computer-executable instructions, which, when executed by the processor, implement the various steps of the above-described thread allocation and transfer method.

[0015] The processor for implementing the allocation and flow of threads is characterized in that the processor is configured to execute computer-executable instructions, which, when executed by the processor, implement the various steps of the above-described thread allocation and flow method.

[0016] The computer-readable storage medium is characterized in that it stores a computer program thereon, which can be executed by a processor to implement the various steps of the above-described thread allocation and transfer method.

[0017] The lead allocation and processing method of this invention can automatically execute the workflow of "allocation, personnel processing, retrieval, redistribution, personnel reprocessing..." until the lead is processed by personnel. The entire process forms an automated closed loop, maximizing the processing efficiency of each lead and improving lead processing efficiency. Furthermore, through the above allocation method, when the number of leads to be allocated is small, the allocation result naturally tends to be equal. As the number of leads to be allocated continues to increase, the actual allocation result gradually converges to the preset weight. This avoids the problem of a single person receiving too many leads in a short period, leading to an inability to process too many leads, and ensures that the long-term proportions are similar while also taking into account the immediate load balancing of each member. Attached Figure Description

[0018] Figure 1 This is a flowchart illustrating an embodiment of the clue allocation and transfer method of the present invention. Detailed Implementation

[0019] To more clearly describe the technical content of the present invention, the following description is provided in conjunction with specific embodiments.

[0020] Please see Figure 1 The method for allocating and transferring the clues of the present invention includes the following steps: In some embodiments, (1) based on the cumulative number of clues allocated to each target candidate, the target clues to be allocated in the clue pool are allocated sequentially to the target candidate with the smallest cumulative number of clues allocated, and the cumulative number of clues allocated to the target candidate is updated after allocation (i.e. Figure 1 (Automatic allocation in the middle) Specifically, when the cumulative number of clues allocated to a person is greater than or equal to the preset weight corresponding to the person, the person is determined to be the person whose clues have been allocated; when the cumulative number of clues allocated to a person is less than the preset weight corresponding to the person, the person is the target candidate.

[0021] In the above embodiments, it is assumed that there are four target candidate members: A, B, C, and D, and the initial cumulative clue allocation number for each person is 0 (in some embodiments, this can be used). =0 indicates that the weights of A, B, C, and D are 4:3:2:1 respectively. At this point, the order in which the target leads to be assigned in the lead pool are distributed to the target candidates with the fewest cumulative lead allocations is: A→B→C→D (first round) → A→B→C (second round) → A→B (third round) → A (fourth round). In the first round of allocation, since the cumulative lead allocation of D is greater than or equal to the preset weight corresponding to the person (in some embodiments, the preset weight of member i can be used...), (Indicates that), D is determined to be the person whose allocation has been completed, and will not enter the next round of allocation of leads. The target candidate with the fewest cumulative lead allocations can be argmin( This indicates that, after allocation, the cumulative number of leads allocated to the target candidate can be updated using [the following method / method]. It indicates. Among them, It is the initial step size. .

[0022] This allocation method ensures that when the number of target leads to be assigned is small, the allocation result naturally tends to be equal (e.g., with only 4 target leads to be assigned and a total of 4 target candidates, each person receives 1 target lead to be assigned). As the number of target leads to be assigned continues to increase, the actual allocation result gradually converges to the preset weight. This mechanism avoids the problem of a single person receiving too many leads in a short period of time, leading to an inability to process too many leads, and ensures that the long-term proportions are close while also taking into account the immediate load balancing of each member.

[0023] (2) Obtain the conversion results of the assigned leads under each person's name (the person can be a salesperson, in which case...) Figure 1 The "sales personnel conversion" mechanism periodically checks whether the conversion results of the assigned leads meet the preset retrieval conditions (i.e., Figure 1 ("Conversion result" in the text) (3) Assigned clues that meet the preset recycling conditions (i.e. Figure 1 The "unsuccessful" leads are retrieved from the assigned target personnel and returned to the lead pool, becoming new leads to be assigned to the target personnel, and the cumulative number of leads assigned to the target personnel is updated (i.e., Figure 1 (The "automatic recycling" and "clue pool" in the text).

[0024] In the above embodiments, the workflow of "allocation, personnel processing, retrieval, redistribution, personnel reprocessing..." can be automatically executed until the clues are processed by personnel. The entire process forms an automated closed loop, maximizing the processing efficiency of each clue and improving the overall efficiency of clue processing. Furthermore, through the above allocation method, when the number of clues to be allocated is small, the allocation result naturally tends to be equal. As the number of clues to be allocated continues to increase, the actual allocation result gradually converges to the preset weight. This avoids the problem of a single person receiving too many clues in a short period, leading to an inability to process too many clues, and ensures that the long-term proportions are similar while also taking into account the immediate load balancing of each member.

[0025] In some optional embodiments, before step (1), the method further includes: (5) interfacing with an external platform based on an open interface to obtain the clues to be assigned (i.e., Figure 1 (Automatic collection in the middle) The clues to be assigned include target clues to be assigned.

[0026] In some optional embodiments, step (5) specifically includes: (5.1) Connect with external platforms based on open interfaces and obtain external clues from the external platforms; (5.2) Convert external clues into clues to be assigned based on preset field mapping rules, and perform integrity verification on the required fields in the clues to be assigned; (5.3) If the verification is successful, the clue to be assigned is stored in the clue pool.

[0027] In some embodiments, after obtaining external leads from the external platform, the external leads can be deduplicated, and different sources can be scored based on the conversion rates of historical leads from different channels. A higher score indicates a higher conversion rate for external leads from that channel. In some embodiments, the conversion rate of the current lead can also be predicted based on the historical conversion rates of historical leads from the same channel.

[0028] In the above embodiments, interfaces can be used to connect with external platforms. A configuration interface can also be provided, displaying the interface's request address, authentication method, and receiving parameters. External platforms can then complete the connection and directly push external leads according to the interface specifications, eliminating the need for manual export / import by administrators. After receiving data, the interface converts external fields into internal lead fields for allocation based on preset field mapping rules, and performs integrity verification on required fields. Verified data is immediately stored in the lead pool, triggering the allocation process simultaneously, without waiting for scheduled tasks or manual intervention.

[0029] In some optional embodiments, prior to step (1), the method further includes: (5.4) In response to the preset filtering rules and the clue dimension data of the clues to be assigned, the clues to be assigned are filtered to determine the target clues to be assigned; (5.5) In response to the preset screening rules and the personnel information of the candidates, the candidates are screened to determine the target candidates.

[0030] In the above embodiments, the clue dimension data is used to filter clues to be assigned. Filtering can be performed using preset filtering rules for each dimension of the clue dimension data. Each preset filtering rule supports multiple operators, including equal to, not equal to, contain, not contain, empty, and not empty. Multiple preset filtering rules are combined with an "AND" relationship; only clues that meet all conditions will be selected. In one embodiment, the first preset filtering rule is "Clues source = Platform A," and the second preset filtering rule is "Clues location = City B." In this case, target clues to be assigned that both "Clues source = Platform A" and "Clues location = City B" can be obtained. In another embodiment, if the filtering condition is "None," then the target clues to be assigned are all the clues to be assigned. In some embodiments, if the first preset filtering rule is "Clues source = Platform A," and the second preset filtering rule is "Clues location = City B," then the target clues to be assigned are all the clues to be assigned. Personnel information may include the group information of each person, and each person's group corresponds to different filtering conditions. For example, each candidate can be in a different group. Group 1 is responsible for leads from platform A located in city B, while Group 2 is responsible for leads from platform C located in city D. In this case, based on the preset filtering rules of "lead source = platform A" and "lead location = city B", the candidate in Group 1 can be selected as the target candidate.

[0031] In some optional embodiments, step (1) includes: (1.1) When the same target allocation clue is simultaneously filtered by at least two preset filtering rules, the priority of the preset filtering rules is obtained; (1.2) Prioritize the allocation of the same target allocation clue to the target candidates selected by high priority screening.

[0032] In some embodiments, the priority of preset filter conditions can be set manually. Specifically, different preset filter conditions can be moved up or down in an interface to adjust the priority of the preset filter conditions.

[0033] In some optional embodiments, step (1) is followed by: (6) Record the personnel assigned to each assigned clue, the assignment time of the assigned clue, and the preset filtering rules corresponding to the assigned clue.

[0034] In some optional embodiments, after step (5.5), the method further includes: Determine the suitability of the target customer group corresponding to the target leads to be assigned with each of the target candidates, and determine the preset weight of each of the target candidates based on the suitability of each of the target candidates.

[0035] In some optional embodiments, prior to step (3), the method further includes: (7) Provide early warnings and reminders to the target personnel assigned to the allocated clues that are about to meet the preset recovery conditions.

[0036] In this embodiment, instead of immediately recalling the leads upon expiration, a "warning reminder" mechanism is supported—for example, a reminder can be set to "remind personnel once an hour before recall." After receiving the reminder, personnel can still process the lead (e.g., contact the customer through the lead for remediation). This is a more user-friendly design, avoiding the awkward situation where personnel forget and the lead is silently taken away.

[0037] In some optional embodiments, the preset retrieval condition includes: after a first preset time period following the assignment of the assigned clue, the target person to whom the assigned clue was assigned has not processed the assigned clue; And / or, after a second preset time period following the assignment of the assigned lead, the target person to whom the assigned lead is assigned fails to advance the assigned lead.

[0038] In the above embodiments, the target personnel are sales personnel. The preset retrieval conditions support two retrieval types: "The assigned lead was not processed by the target personnel" specifically refers to: "No follow-up behavior": If, after a lead is assigned to a sales personnel, no follow-up behavior occurs within a set period, including writing follow-up records, making phone calls, visiting and signing in, or changes in responsible personnel, then it is determined that the lead needs to be retrieved; "The assigned lead failed to advance the target personnel" specifically refers to: After a lead is assigned to a sales personnel, although there is follow-up behavior within a set period, it is not converted into a customer, then it is determined that the lead needs to be retrieved. The above retrieval period can be set by day or by hour.

[0039] The scanning interval is executed according to the administrator's settings (e.g., the highest frequency is once every 10 minutes). Based on the above recycling rules, each lead is judged individually. For leads that meet the recycling conditions, recycling is automatically performed: the binding relationship between the lead and the current personnel is removed, and the recycling history is recorded (including lead identifier, original assignee, recycling time, and specific conditions triggering recycling). After recycling is completed, the lead re-enters the lead pool and triggers the allocation process just like a new lead—obtaining its dimensional information, matching the preset filtering rules, and re-executing step (1). The entire process is automatically connected; recycling is re-allocation, requiring no manual triggering by anyone.

[0040] In some optional embodiments, step (3) specifically includes: (3.1) The assigned leads that meet the preset recovery conditions are recovered from the assigned target personnel and returned to the lead pool. When the assigned leads that meet the preset recovery conditions are reassigned to target candidates, the historical assigners of the assigned leads that meet the preset recovery conditions are avoided from being associated with the superiors of the historical assigners.

[0041] In this embodiment, when redistributing clues, the personnel who were previously in charge of the original clues, as well as their superiors (or leaders), are bypassed, thus preventing clues from repeatedly circulating in the hands of the same person.

[0042] In some embodiments, each allocation and retrieval leaves a complete "trace." Throughout the entire process, the specific rules triggered for each allocation and retrieval, as well as the judgment conditions at the time, are fully recorded. This recorded data can be used to analyze "which rules are effective," "which personnel have high lead conversion rates," and "which leads are prone to accumulating certain types of customers"—administrators can use this data to continuously optimize allocation and retrieval strategies.

[0043] The apparatus for implementing the distribution and flow of clues according to the present invention, wherein the apparatus includes: A processor is configured to execute computer-executable instructions; The memory stores one or more computer-executable instructions, which, when executed by the processor, implement the various steps of the above-described thread allocation and transfer method.

[0044] The processor of the present invention for implementing the allocation and flow of threads is configured to execute computer-executable instructions, which, when executed by the processor, implement the various steps of the above-described thread allocation and flow method.

[0045] The computer-readable storage medium of the present invention stores a computer program thereon, which can be executed by a processor to implement the various steps of the above-described thread allocation and transfer method.

[0046] Compared to other methods, this approach, from a lead perspective, executes a workflow of "allocation, personnel processing, retrieval, redistribution, personnel reprocessing..." until all leads are processed by personnel. This automated closed-loop process maximizes the processing efficiency of each lead, thus improving overall lead handling efficiency. Furthermore, through this allocation method, when the number of leads to be allocated is small, the allocation result naturally tends towards equality. As the number of leads to be allocated continues to increase, the actual allocation result gradually converges to the preset weights. This avoids the problem of a single person receiving too many leads in a short period, leading to an inability to process them all, and ensures both long-term similarity in proportions and real-time load balancing for all members.

[0047] For the specific implementation scheme of this embodiment, please refer to the relevant descriptions in the above embodiments, which will not be repeated here.

[0048] It is understood that the same or similar parts in the above embodiments can be referred to each other, and the contents not described in detail in some embodiments can be referred to the same or similar contents in other embodiments.

[0049] It should be noted that in the description of this invention, the terms "first," "second," etc., are used for descriptive purposes only and should not be construed as indicating or implying relative importance. Furthermore, in the description of this invention, unless otherwise stated, "a plurality of" means at least two.

[0050] Any process or method description in the flowchart or otherwise herein can be understood as representing a module, segment, or portion of code comprising one or more executable instructions for implementing a particular logical function or process, and the scope of the preferred embodiments of the invention includes additional implementations in which functions may be performed not in the order shown or discussed, including substantially simultaneously or in reverse order depending on the functions involved, as will be understood by those skilled in the art to which embodiments of the invention pertain.

[0051] It should be understood that various parts of the present invention can be implemented in hardware, software, firmware, or a combination thereof. In the above embodiments, multiple steps or methods can be implemented in software or firmware stored in memory and executed by a suitable instruction execution device. For example, if implemented in hardware, as in another embodiment, it can be implemented using any one or a combination of the following techniques known in the art: discrete logic circuits having logic gates for implementing logical functions on data signals, application-specific integrated circuits (ASICs) having suitable combinational logic gates, programmable gate arrays (PGAs), field-programmable gate arrays (FPGAs), etc.

[0052] Those skilled in the art will understand that all or part of the steps of the methods in the above embodiments can be implemented by a program instructing related hardware. The corresponding program can be stored in a computer-readable storage medium. When the program is executed, it includes one or a combination of the steps of the method embodiments.

[0053] Furthermore, the functional units in the various embodiments of the present invention can be integrated into a processing module, or each unit can exist physically separately, or two or more units can be integrated into a module. The integrated module can be implemented in hardware or as a software functional module. If the integrated module is implemented as a software functional module and sold or used as an independent product, it can also be stored in a computer-readable storage medium.

[0054] The storage media mentioned above can be read-only memory, disk, or optical disk, etc.

[0055] In the description of this specification, references to terms such as "one embodiment," "some embodiments," "example," "specific example," or "some examples," etc., indicate that a specific feature, structure, material, or characteristic described in connection with that embodiment or example is included in at least one embodiment or example of the invention. In this specification, the illustrative expressions of the above terms do not necessarily refer to the same embodiment or example. Furthermore, the specific features, structures, materials, or characteristics described may be combined in any suitable manner in one or more embodiments or examples.

[0056] The clue allocation and processing method of this invention can automatically execute the workflow of "allocation, personnel processing, retrieval, redistribution, personnel reprocessing..." until the clue is processed by personnel. The entire process forms an automated closed loop, maximizing the processing efficiency of each clue and improving the overall clue processing efficiency. Furthermore, through the above allocation method, when the number of clues to be allocated is small, the allocation result naturally tends to be equal. As the number of clues to be allocated continues to increase, the actual allocation result gradually converges to the preset weight. This avoids the problem of a single person receiving too many clues in a short period, leading to an inability to process too many clues, and ensures that the long-term proportions are similar while also taking into account the immediate load balancing of each member.

[0057] In this specification, the invention has been described with reference to specific embodiments thereof. However, it will be apparent that various modifications and variations can be made without departing from the spirit and scope of the invention. Therefore, the specification and drawings should be considered illustrative rather than restrictive.

Claims

1. A method for allocating and transferring clues, characterized in that, The allocation and transfer method includes the following steps: (1) Based on the cumulative number of clues allocated to each target candidate, the target clues to be allocated in the clue pool are allocated in order to the target candidate with the smallest cumulative number of clues allocated, and the cumulative number of clues allocated to the target candidate is updated after allocation; Specifically, when the cumulative number of clues allocated to a person is greater than or equal to the preset weight corresponding to the person, the person is determined to be the person whose clues have been allocated; when the cumulative number of clues allocated to a person is less than the preset weight corresponding to the person, the person is a target candidate. (2) Obtain the conversion results of the assigned clues under each person's name, and periodically check whether the conversion results of the assigned clues meet the preset recycling conditions; (3) Reclaim the assigned clues that meet the preset recycling conditions from the assigned target personnel into the clue pool, and make them new target clues to be assigned, and update the cumulative number of clues assigned to the target personnel.

2. The method for allocating and transferring clues according to claim 1, characterized in that, Before step (1), it also includes: (5) connecting with an external platform based on an open interface and obtaining the clues to be assigned from the external platform; The clues to be assigned include target clues to be assigned.

3. The method for allocating and transferring clues according to claim 1, characterized in that, Step (5) specifically includes: (5.1) Connect with external platforms based on open interfaces and obtain external clues from the external platforms; (5.2) Convert external clues into clues to be assigned based on preset field mapping rules, and perform integrity verification on the required fields in the clues to be assigned; (5.3) If the verification is successful, the clue to be assigned is stored in the clue pool.

4. The method for allocating and transferring clues according to claim 1, characterized in that, Before step (1), the following is also included: (5.4) In response to the preset filtering rules and the clue dimension data of the clues to be assigned, the clues to be assigned are filtered to determine the target clues to be assigned; (5.5) In response to the preset screening rules and the personnel information of the candidates, the candidates are screened to determine the target candidates.

5. The method for allocating and transferring clues according to claim 4, characterized in that, Step (1) includes: (1.1) When the same target allocation clue is simultaneously filtered by at least two preset filtering rules, the priority of the preset filtering rules is obtained; (1.2) Prioritize the allocation of the same target allocation clue to the target candidates selected by high priority screening.

6. The method for allocating and transferring clues according to claim 5, characterized in that, The process after step (1) also includes: (6) Record the personnel assigned to each assigned clue, the assignment time of the assigned clue, and the preset filtering rules corresponding to the assigned clue.

7. The method for allocating and transferring clues according to claim 4, characterized in that, Following step (5.5), the procedure further includes: Determine the suitability of the target customer group corresponding to the target leads to be assigned with each of the target candidates, and determine the preset weight of each of the target candidates based on the suitability of each of the target candidates.

8. The method for allocating and transferring clues according to claim 1, characterized in that, Before step (3), the following is also included: (7) Provide early warnings and reminders to the target personnel assigned to the allocated clues that are about to meet the preset recovery conditions.

9. The method for allocating and transferring clues according to claim 1, characterized in that, The preset recovery conditions include: after a first preset time period following the assignment of the assigned clue, the target personnel to whom the assigned clue was assigned have not processed the assigned clue; And / or, after a second preset time period following the assignment of the assigned lead, the target person to whom the assigned lead is assigned fails to advance the assigned lead.

10. The method for allocating and transferring clues according to claim 1, characterized in that, Step (3) specifically includes: (3.1) The assigned leads that meet the preset recovery conditions are recovered from the assigned target personnel and returned to the lead pool. When the assigned leads that meet the preset recovery conditions are reassigned to target candidates, the historical assigners of the assigned leads that meet the preset recovery conditions are avoided from being associated with the superiors of the historical assigners.

11. An apparatus for distributing and transferring clues, characterized in that, The device includes: A processor is configured to execute computer-executable instructions; The memory stores one or more computer-executable instructions, which, when executed by the processor, implement the steps of the thread allocation and transfer method according to any one of claims 1 to 10.

12. A processor for implementing the allocation and flow of threads, characterized in that, The processor is configured to execute computer-executable instructions, which, when executed by the processor, implement the various steps of the allocation flow of the thread as described in any one of claims 1 to 10.

13. A computer-readable storage medium, characterized in that, It stores a computer program that can be executed by a processor to implement the various steps of the thread allocation and transfer method according to any one of claims 1 to 10.

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