活动日志
人员操作 + 客户生命周期事件 + 系统自动任务
9
今日操作
0
CRM回写
0
同步失败
13039
总记录
| 时间 | 操作人 | 操作 | 编号 | 客户/对象 | 字段 | 变更 | CRM |
|---|---|---|---|---|---|---|---|
| 05-18 18:41 | 系统 | 客户群创建 | - |
新群
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林小莲、马特、卓光、李凤伟、廖乐男 + wm88YMIw | - → 6人(含1客户) | |
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{"群名": "", "员工": ["林小莲", "马特", "卓光", "李凤伟", "廖乐男"], "客户": ["wm88YMIw"], "总人数": 6, "客户数": 1}
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| 05-18 17:31 | 郭馨然 | 新建跟进 | group1770 | 精装房子、局部改造 | |||
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{"content": "精装房子、局部改造", "progress_id": "local_1779096719_c2cf6502", "progress_type": ""}
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| 05-18 17:30 | 郭馨然 | 新建跟进 | group1770 | 18101233699海淀区慕桐精装房意式极简 | |||
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{"content": "18101233699海淀区慕桐精装房意式极简", "progress_id": "local_1779096613_b6079a4e", "progress_type": ""}
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| 05-18 17:30 | 郭馨然 | 新建跟进 | person_add1793 | 红橡原木门板,橡胶木柜体清漆,定制:53405;3299一投影;橱柜全不锈钢:22005 | |||
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{"content": "红橡原木门板,橡胶木柜体清漆,定制:53405;3299一投影;橱柜全不锈钢:22005", "progress_id": "local_1779096600_030e8b1f", "progress_type": ""}
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| 05-18 17:29 | 郭馨然 | milestone_manual_set | - | 联系人 | 里程碑-语音通话 | 未通话 → 1 | |
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{"label": "语音通话", "done": true}
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| 05-18 17:20 | 朱五斌 | 生成合同 | group1529 | - → JHN-2026-1529 | |||
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{"template": "default", "amount": 12000.0}
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| 05-18 17:20 | 朱五斌 | update_field | group1529 | demand_note | - → 客户已签纸质版合同 合同总金额12000元 已交款80% 9600 | ||
| 05-18 17:18 | 朱五斌 | update_field | group1529 | 交货地址 | - → 北京市海淀区西北旺秋露园 2号楼-3-503 | ||
| 05-18 17:18 | 朱五斌 | update_field | group1529 | 真实姓名 | 郑女士 → 郑宝山 | ||
| 05-18 17:17 | 朱五斌 | 新建跟进 | group1529 | 客户签的纸质版合同 已拍照发到公司群里 | |||
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{"content": "客户签的纸质版合同 已拍照发到公司群里", "progress_id": "local_1779095837_9e2b9e1e", "progress_type": ""}
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| 05-18 17:14 | 朱五斌 | 新建跟进 | group1386 | 已和客户电话沟通,奥古曼门板+松木柜体 报价1780平方 客户先看一下,,再沟通 | |||
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{"content": "已和客户电话沟通,奥古曼门板+松木柜体 报价1780平方 客户先看一下,,再沟通", "progress_id": "local_1779095668_ecd2226a", "progress_type": ""}
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| 05-18 17:07 | 林小莲 | 修改客户字段 | person_add1795 | 1 项变更 | 进线溯源 →抖音 | ||
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{"changes": [{"field": "jxsy", "old": "", "new": "抖音"}]}
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| 05-18 17:07 | 林小莲 | 新建跟进 | person_add1760 | 激活 | |||
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{"content": "激活", "progress_id": "local_1779095224_af9f4f78", "progress_type": ""}
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| 05-18 17:06 | 林小莲 | 新建跟进 | person_add1759 | 激活 | |||
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{"content": "激活", "progress_id": "local_1779095181_3401aad7", "progress_type": ""}
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| 05-18 16:54 | 郭馨然 | 转公海 | group1368 | 公海状态 | → 选了别家 工长给做;了 | ||
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{"reason": "工长给做;了", "last_owner": "郭馨然", "last_owner_id": "GuoXinRan", "sea_pool": "选了别家"}
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| 05-18 16:53 | 系统联动 | 修改客户阶段 | group0941 | 客户阶段 | 目标客户 → 商机客户 | ||
| 05-18 16:53 | 郭馨然 | 新建商机 | group0941 | 已同步 | |||
| 05-18 16:53 | 郭馨然 | 新建跟进 | group0941 | 橱柜30500,定制柜:45000(骨骼线门型,包含功能五金),浴室柜:8400,衣帽间只做柜门和轨道:15600) | |||
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{"content": "橱柜30500,定制柜:45000(骨骼线门型,包含功能五金),浴室柜:8400,衣帽间只做柜门和轨道:15600)", "progress_id": "local_1779094382_6d73b5b4", "progress_type": ""}
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| 05-18 16:51 | 郭馨然 | 新建跟进 | group0941 | 橱柜35000,定制柜:45000(骨骼线门型,包含功能五金),浴室柜:8400,衣帽间:31500 | |||
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{"content": "橱柜35000,定制柜:45000(骨骼线门型,包含功能五金),浴室柜:8400,衣帽间:31500", "progress_id": "local_1779094260_09864c37", "progress_type": ""}
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| 05-18 16:50 | 卫瓴CRM | 卫瓴更新联系人 | person_add1795 | user_name: KJFWPJsource_type: 1001source_name: 扫描企微码platform_source: wecom_scan_qr | 已同步 | ||
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{"event_type": "contact_update", "external_ids": {"weiling_contact_id": "0pRe-K43aaM8iwv8GH0HTPmPsZ_E4KdpQKQ0SuPTGGc"}, "payload_summary": {"user_name": "KJFWPJ", "source_type": 1001, "source_name": "扫描企微码", "platform_source": "wecom_scan_qr"}, "payload_hash": "d0c3749fbb38", "is_new": false}
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| 05-18 16:49 | 卫瓴CRM | 卫瓴更新联系人 | person_add1795 | user_name: KJFWPJsource_type: 1001source_name: 扫描企微码platform_source: wecom_scan_qr | 已同步 | ||
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{"event_type": "contact_update", "external_ids": {"weiling_contact_id": "0pRe-K43aaM8iwv8GH0HTPmPsZ_E4KdpQKQ0SuPTGGc"}, "payload_summary": {"user_name": "KJFWPJ", "source_type": 1001, "source_name": "扫描企微码", "platform_source": "wecom_scan_qr"}, "payload_hash": "d0c3749fbb38", "is_new": false}
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| 05-18 16:49 | 卫瓴CRM | 卫瓴建联系人 | person_add1795 | user_name: KJFWPJsource_type: 1001source_name: 扫描企微码platform_source: wecom_scan_qr | 已同步 | ||
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{"event_type": "contact_add", "external_ids": {"weiling_contact_id": "0pRe-K43aaM8iwv8GH0HTPmPsZ_E4KdpQKQ0SuPTGGc"}, "payload_summary": {"user_name": "KJFWPJ", "source_type": 1001, "source_name": "扫描企微码", "platform_source": "wecom_scan_qr"}, "payload_hash": "d0c3749fbb38", "is_new": false}
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| 05-18 16:49 | 卫瓴CRM | 卫瓴更新客户 | person_add1795 | user_name: KJFWPJ | 已同步 | ||
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{"event_type": "customer_update", "external_ids": {"weiling_customer_id": "OiZp_TWcGffkmg_iYzH-ifcnWiSCvCRRP9JxetaWnlU"}, "payload_summary": {"user_name": "KJFWPJ"}, "payload_hash": "101b54fa565c", "is_new": false}
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| 05-18 16:49 | 卫瓴CRM | 卫瓴建客户 | person_add1795 | user_name: KJFWPJ | 已同步 | ||
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{"event_type": "add_customer", "external_ids": {"weiling_customer_id": "OiZp_TWcGffkmg_iYzH-ifcnWiSCvCRRP9JxetaWnlU"}, "payload_summary": {"user_name": "KJFWPJ"}, "payload_hash": "101b54fa565c", "is_new": false}
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| 05-18 16:49 | 系统 | 客户进线 | person_add1795 | {"event_type": "add_external_contact", "external_i | |||
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{"event_type": "add_external_contact", "external_ids": {"wm_id": "wm88YMIwAAIANvD45Pn6mcWRIGwkaMmw", "unionid": "oNe5i2YHwDTupIx-NW2bvxGkoTs8"}, "payload_summary": {"user_name": "KJFWPJ", "avatar": "http://wx.qlogo.cn/mmhead/Q3auHgzwzM59PxUomveQbT051TBsZEFibbZqXxfnjue3ibCaWGU2hd…", "unionid": "oNe5i2YHwDTupIx-NW2bvxGkoTs8", "gender": 1, "tag_ids": "[]", "wecom_add_time": "2026-05-18 16:49:19", "add_way": 1, "add_source": "wm88YMIwAAIANvD45Pn6mcWRIGwkaMmw", "remark": "KJFWPJ", "createtime": 1779094159, "owner_id": "LinXiaoLian", "owner_name": "林小莲", "staff_userid": "LinXiaoLian", "staff_name": "林小莲", "ec_raw_json": {"errcode": 0, "errmsg": "ok", "external_contact": {"external_userid": "wm88YMIwAAIANvD45Pn6mcWRIGwkaMmw", "name": "KJFWPJ", "type": 1, "avatar": "http://wx.qlogo.cn/mmhead/Q3auHgzwzM59PxUomveQbT051TBsZEFibbZqXxfnjue3ibCaWGU2hdgA/0", "gender": 1, "unionid": "oNe5i2YHwDTupIx-NW2bvxGkoTs8"}, "follow_user": [{"userid": "LinXiaoLian", "remark": "KJFWPJ", "description": "", "createtime": 1779094159, "tags": [], "remark_mobiles": [], "add_way": 1, "oper_userid": "wm88YMIwAAIANvD45Pn6mcWRIGwkaMmw"}]}}, "payload_hash": "", "is_new": true}
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| 05-18 16:49 | 系统 | create | person_add1795 | 客户编号 | - → 1795 | ||
| 05-18 16:46 | 系统联动 | 修改客户阶段 | group1774 | 客户阶段 | 目标客户 → 商机客户 | ||
| 05-18 16:46 | 郭馨然 | 新建商机 | group1774 | 已同步 | |||
| 05-18 16:44 | 郭馨然 | 修改商机字段 | group1712 | 1 项变更 | 预期金额 108000.0→100000.0 | ||
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{"changes": [{"field": "expect_amount", "old": "108000.0", "new": "100000.0"}]}
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| 05-18 16:40 | 郭馨然 | 修改商机字段 | group1700 | 1 项变更 | staff_list →杨明 | ||
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{"changes": [{"field": "staff_list", "old": "", "new": "杨明"}]}
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| 05-18 16:26 | 朱五斌 | 转公海 | group1204 | 公海状态 | → 失联装死 客户联系不上 | ||
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{"reason": "客户联系不上", "last_owner": "朱五斌", "last_owner_id": "ZhuWuBin", "sea_pool": "失联装死"}
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| 05-18 16:25 | 林小莲 | 修改客户字段 | group1794 | 1 项变更 | 归属人 林小莲→廖乐男 | ||
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{"changes": [{"field": "owner_id", "old": "林小莲", "new": "廖乐男"}]}
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| 05-18 16:24 | 朱五斌 | 修改商机字段 | group1184 | 1 项变更 | staff_list →杨明 | ||
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{"changes": [{"field": "staff_list", "old": "", "new": "杨明"}]}
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| 05-18 16:23 | 朱五斌 | 修改商机字段 | group1489 | 1 项变更 | staff_list →王振锋 | ||
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{"changes": [{"field": "staff_list", "old": "", "new": "王振锋"}]}
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| 05-18 16:23 | 朱五斌 | 修改商机字段 | group1577 | 1 项变更 | staff_list →孙晓秀 | ||
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{"changes": [{"field": "staff_list", "old": "", "new": "孙晓秀"}]}
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| 05-18 16:23 | 朱五斌 | 修改商机字段 | group1605 | 1 项变更 | staff_list →孙晓秀 | ||
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{"changes": [{"field": "staff_list", "old": "", "new": "孙晓秀"}]}
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| 05-18 16:22 | 朱五斌 | 修改商机字段 | group1631 | 1 项变更 | staff_list →张子巍 | ||
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{"changes": [{"field": "staff_list", "old": "", "new": "张子巍"}]}
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| 05-18 16:22 | 林小莲 | 转公海 | person_add1787 | 公海状态 | → 退群删除 删除 | ||
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{"reason": "删除", "last_owner": "林小莲", "last_owner_id": "LinXiaoLian", "sea_pool": "退群删除"}
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| 05-18 16:22 | 朱五斌 | 修改商机字段 | group1715 | 1 项变更 | staff_list →杨明 | ||
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{"changes": [{"field": "staff_list", "old": "", "new": "杨明"}]}
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| 05-18 16:22 | 林小莲 | 转公海 | person_add1791 | 公海状态 | → 暂时无效客户 无法合作 | ||
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{"reason": "无法合作", "last_owner": "林小莲", "last_owner_id": "LinXiaoLian", "sea_pool": "暂时无效客户"}
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| 05-18 16:21 | 林小莲 | 新建跟进 | person_add1791 | 拆改硬装 无法合作 | |||
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{"content": "拆改硬装 无法合作", "progress_id": "local_1779092505_1b215e9b", "progress_type": ""}
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| 05-18 16:21 | 林小莲 | 转公海 | person_add1790 | 公海状态 | → 低客单没法做 低客单 | ||
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{"reason": "低客单", "last_owner": "林小莲", "last_owner_id": "LinXiaoLian", "sea_pool": "低客单没法做"}
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| 05-18 16:21 | 林小莲 | 新建跟进 | person_add1790 | 低客单 | |||
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{"content": "低客单", "progress_id": "local_1779092477_35bc98b5", "progress_type": ""}
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| 05-18 16:07 | 卫瓴CRM | 卫瓴更新联系人 | group1794 | user_name: 周周ⱼₒⱼₒsource_type: 1016source_name: 获客链接platform_source: wecom_acquisition_link | 已同步 | ||
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{"event_type": "contact_update", "external_ids": {"weiling_contact_id": "9Ttzy3CGs7x3vUJIVV5HBQjrXqFRA9pLz7gcyoTAH-s"}, "payload_summary": {"user_name": "周周ⱼₒⱼₒ", "source_type": 1016, "source_name": "获客链接", "platform_source": "wecom_acquisition_link"}, "payload_hash": "1976dc610a51", "is_new": false}
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| 05-18 16:07 | 卫瓴CRM | 卫瓴建联系人 | group1794 | user_name: 周周ⱼₒⱼₒsource_type: 1016source_name: 获客链接platform_source: wecom_acquisition_link | 已同步 | ||
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{"event_type": "contact_add", "external_ids": {"weiling_contact_id": "9Ttzy3CGs7x3vUJIVV5HBQjrXqFRA9pLz7gcyoTAH-s"}, "payload_summary": {"user_name": "周周ⱼₒⱼₒ", "source_type": 1016, "source_name": "获客链接", "platform_source": "wecom_acquisition_link"}, "payload_hash": "1976dc610a51", "is_new": false}
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| 05-18 16:07 | 卫瓴CRM | 卫瓴更新联系人 | group1794 | user_name: 周周ⱼₒⱼₒsource_type: 1016source_name: 获客链接platform_source: wecom_acquisition_link | 已同步 | ||
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{"event_type": "contact_update", "external_ids": {"weiling_contact_id": "9Ttzy3CGs7x3vUJIVV5HBQjrXqFRA9pLz7gcyoTAH-s"}, "payload_summary": {"user_name": "周周ⱼₒⱼₒ", "source_type": 1016, "source_name": "获客链接", "platform_source": "wecom_acquisition_link"}, "payload_hash": "1976dc610a51", "is_new": false}
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| 05-18 16:07 | 卫瓴CRM | 卫瓴更新客户 | group1794 | user_name: 周周ⱼₒⱼₒ | 已同步 | ||
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{"event_type": "customer_update", "external_ids": {"weiling_customer_id": "0PgqcPnvzNxSplK55BGPTCehWhu3byvVqb-0WxyYIFY"}, "payload_summary": {"user_name": "周周ⱼₒⱼₒ"}, "payload_hash": "7caf0ab9feea", "is_new": false}
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| 05-18 16:07 | 卫瓴CRM | 卫瓴建客户 | group1794 | user_name: 周周ⱼₒⱼₒ | 已同步 | ||
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{"event_type": "add_customer", "external_ids": {"weiling_customer_id": "0PgqcPnvzNxSplK55BGPTCehWhu3byvVqb-0WxyYIFY"}, "payload_summary": {"user_name": "周周ⱼₒⱼₒ"}, "payload_hash": "7caf0ab9feea", "is_new": false}
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| 05-18 16:07 | 系统 | 客户进线 | group1794 | {"event_type": "add_external_contact", "external_i | |||
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{"event_type": "add_external_contact", "external_ids": {"wm_id": "wm88YMIwAAFoGBs95bw-l10jSIjmuOxA", "unionid": "oNe5i2aQWs0Af3DzJzfepwAJPA5s"}, "payload_summary": {"user_name": "周周ⱼₒⱼₒ", "avatar": "http://wx.qlogo.cn/mmhead/FFKhv3kwUxzkBrqyAhq9G5R8q0utt06bnKE3mZd8ibHxmnukBJNdHb…", "unionid": "oNe5i2aQWs0Af3DzJzfepwAJPA5s", "gender": 2, "tag_ids": "[]", "wecom_add_time": "2026-05-18 16:07:04", "add_way": 16, "add_source": "wm88YMIwAAFoGBs95bw-l10jSIjmuOxA", "remark": "周周ⱼₒⱼₒ", "createtime": 1779091624, "owner_id": "LinXiaoLian", "owner_name": "林小莲", "staff_userid": "LinXiaoLian", "staff_name": "林小莲", "ec_raw_json": {"errcode": 0, "errmsg": "ok", "external_contact": {"external_userid": "wm88YMIwAAFoGBs95bw-l10jSIjmuOxA", "name": "周周ⱼₒⱼₒ", "type": 1, "avatar": "http://wx.qlogo.cn/mmhead/FFKhv3kwUxzkBrqyAhq9G5R8q0utt06bnKE3mZd8ibHxmnukBJNdHbiaPGRicau04FcmqDFIWSVib7I/0", "gender": 2, "unionid": "oNe5i2aQWs0Af3DzJzfepwAJPA5s"}, "follow_user": [{"userid": "LinXiaoLian", "remark": "周周ⱼₒⱼₒ", "description": "", "createtime": 1779091624, "state": "85db21a57b2566e2b86fca7d4aa9b34b", "tags": [], "remark_mobiles": [], "add_way": 16, "oper_userid": "wm88YMIwAAFoGBs95bw-l10jSIjmuOxA"}]}}, "payload_hash": "", "is_new": true}
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| 05-18 16:07 | 系统 | create | group1794 | 客户编号 | - → 1794 | ||
几何鸟营销引擎