Customer Sharing

The Customer Sharing feature fosters synergy across Intech Group subsidiary companies (SBUs), allowing business units to share customer contacts and cross-sell solutions.

Customer Sharing Workflow

See also

Video Tutorial: Chia sẻ khách hàng

1. Navigate to CRM ‣ Accounts (or Contacts).

2. Open the target customer profile.

3. Click the Action (Gear) dropdown and select Share Customer.

1. In the Share Customer popup: - Select the destination Target SBU (e.g., Intech Automation, Intech Energy, Intech Conveyor). - Select specific customer contact persons and enter requirement notes. - Click Confirm.

Automated Lead Generation in Target SBU

Upon confirmation:

• The system automatically creates a new Lead in the target SBU’s CRM workspace.

• The lead carries complete historical customer background and requirements.

• The target SBU Head receives a notification to allocate the lead to a local sales representative.

• All cross-unit collaboration metrics feed directly into the SBU Performance Dashboard.