Skip to main content

客户模块

注意事项

此处CRM所有接口仅针对新版CRM,若要使用,请先升级至新CRM

如何认证

如何认证

统一返回格式

结构:code(状态码)、message(提示信息)、data(数据)

{
"code":200,
"message": "ok",
"data":[]
}

获取新增客户表单接口

接口地址

https://e-crm.icsoc.net/openapi/v1/client/form/fields

请求方式

GET

响应结果

{
"code": 200,
"message": "ok",
"data": [
{
"field_name": "cle_name",
"field_label": "客户名称",
"options": [],
"field_type": "input",
"is_required": 1
},
{
"field_name": "cle_phone",
"field_label": "客户电话",
"options": [],
"field_type": "telephone",
"is_required": 1
},
{
"field_name": "cle_source",
"field_label": "下拉123",
"options": {
"customFieldsOptionNames": [
{
"text": "2",
"value": 7
},
{
"text": "3",
"value": 8
},
{
"text": "4",
"value": 9
}
],
"customFieldsOptionNamesKeys": [
"0",
"1",
"2"
],
"customFieldsOptionDefault": 2,
"customFieldsOptionCount": 3
},
"field_type": "select",
"is_required": 0
}
]
}

结果说明

返回字段字段类型说明
field_namestring字段唯一标识
field_labelstring字段名称
optionsobject字段特殊选项设置,不同字段类型参见附录
field_typestring字段类型,所有字段类型参见附录
is_requriedint是否必填

新增客户接口

接口地址

https://e-crm.icsoc.net/openapi/v1/client

请求方式

POST

请求参数

{
"cle_name": "张三",
"cle_phone": "13800138001",
"cle_source": 1,
"cle_type": 2,
"cle_grade": 1
}

参数说明

参数类型说明必选约束
cle_namestring客户名称
cle_phonestring客户电话5-20位数字
cle_sourceint客户来源枚举类型,枚举值详见字段选项设置
cle_typeint客户类型枚举类型,枚举值详见字段选项设置
cle_gradeint客户等级枚举类型,枚举值详见字段选项设置
  • 更多字段参考新增客户表单字段接口返回结果

响应结果

{
"code": 200,
"message": "ok",
"data": {
"id": "6471958203390476289",
"_id": 6471958203390476289
}
}

结果说明

返回字段字段类型说明
idstring客户ID(string类型)
_idint客户ID(int类型)

客户信息接口

接口地址

https://e-crm.icsoc.net/openapi/v1/client/{cle_id}

请求方式

GET

参数说明

参数类型说明必选约束
cle_idstring客户ID

响应结果

{
"code": 200,
"message": "ok",
"data": {
"_id": 6471966599082655745,
"cle_name": "张三",
"cle_phone": "13800138001",
"cle_source": 1,
"cle_source_name": "官网注册",
"cle_type": 2,
"cle_type_name": "成交客户",
"cle_grade": 1,
"cle_grade_name": "普通客户",
"sale_charge_user_id": 0,
"service_charge_user_id": 0,
"is_win_order": 2,
"is_win_order_name": "否",
"last_assign_time": 0,
"last_recycle_time": 0,
"transfer_public_reason_id": 0,
"create_type": 3,
"import_task_id": 0,
"create_user_id": 90000172,
"create_time": 1543037080,
"update_user_id": 90000172,
"update_time": 1543037080,
"last_contact_user_id": 0,
"last_contact_time": 0,
"original_id": 0,
"cle_pinyin": "张三",
"sale_charge_user_name": "",
"sale_charge_department_id": 0,
"sale_charge_department_name": "",
"service_charge_user_name": "",
"service_charge_department_id": 0,
"service_charge_department_name": "",
"last_contact_user_name": "",
"last_contact_department_id": 0,
"last_contact_department_name": "",
"create_type_name": "对外API",
"transfer_public_reason_name": "",
"opportunity_num": 0,
"import_task_name": "",
"im_third_id": "",
"create_role_id": 1,
"create_role_name": "BOSS",
"switch_times": 0,
"vcc_id": 90000000,
"create_user_name": "8002 8002坐席",
"create_department_id": 1,
"create_department_name": "公司",
"update_user_name": "8002 8002坐席",
"update_department_id": 1,
"update_department_name": "公司",
"id": "6471966599082655745",
"no_contact_days": "",
}
}

结果说明

返回字段字段类型说明
cle_namestring客户名称
cle_phonestring客户电话
cle_sourceint客户来源
cle_typeint客户类型

获取编辑客户表单接口

接口地址

https://e-crm.icsoc.net/openapi/v1/client/{cle_id}/form/fields

请求方式

GET

参数说明

参数类型说明必选约束
cle_idstring客户ID

响应结果

{
"code": 200,
"message": "ok",
"data": [
{
"field_name": "cle_name",
"field_label": "客户名称",
"options": [],
"field_type": "input",
"is_required": 1,
"field_value": "open_api"
},
{
"field_name": "cle_phone",
"field_label": "客户电话",
"options": [],
"field_type": "telephone",
"is_required": 1,
"field_value": "13222122121"
},
{
"field_name": "cle_source",
"field_label": "下拉123",
"options": {
"customFieldsOptionNames": [
{
"text": "2",
"value": 7
},
{
"text": "3",
"value": 8
},
{
"text": "4",
"value": 9
}
],
"customFieldsOptionNamesKeys": [
"0",
"1",
"2"
],
"customFieldsOptionDefault": 2,
"customFieldsOptionCount": 3
},
"field_type": "select",
"is_required": 0,
"field_value": 0
},
{
"field_name": "cle_type",
"field_label": "客户类型",
"options": {
"customFieldsOptionNames": [
{
"text": "潜在客户",
"value": 1
},
{
"text": "成交客户",
"value": 2
},
{
"text": "流失客户",
"value": 3
}
],
"customFieldsOptionNamesKeys": [
0,
1,
2
],
"customFieldsOptionDefault": "",
"customFieldsOptionCount": 3
},
"field_type": "select",
"is_required": 1,
"field_value": 1
},
、、、
]
}

结果说明

返回字段字段类型说明
field_namestring字段唯一标识
field_labelstring字段名称
optionsobject字段特殊选项设置,不同字段类型参见附录
field_typestring字段类型,所有字段类型参见附录
is_requriedint是否必填
field_valuemixed编辑字段当前值

编辑客户接口

接口地址

https://e-crm.icsoc.net/openapi/v1/client/{cle_id}

请求方式

PUT

{
"cle_name": "张三",
"cle_phone": "13800138001",
"cle_source": 1,
"cle_type": 2,
"cle_grade": 1
}

参数说明

参数类型说明必选约束
cle_namestring客户名称
cle_phonestring客户电话5-20位数字
cle_sourceint客户来源枚举类型,枚举值详见字段选项设置
cle_typeint客户类型枚举类型,枚举值详见字段选项设置
cle_gradeint客户等级枚举类型,枚举值详见字段选项设置
  • 更多字段参考编辑客户表单字段接口返回结果

响应结果

{
"code": 200,
"message": "ok",
"data": {
"id": "6471958203390476289",
"_id": 6471958203390476289
}
}

结果说明

返回字段字段类型说明
idstring客户ID(string类型)
_idint客户ID(int类型)

客户列表接口

接口地址

https://e-crm.icsoc.net/openapi/v1/client/clients?page_size={page_size}&cle_name={cle_name}&cle_phone={cle_phone}&sort={sort}&order={order}

请求方式

GET

参数说明

参数类型说明必选约束
cursorstring游标,第一次查询时无需传该值,后续查询时,将上一次查询获取数据中的cursor传递过来即可,此字段用于分页查询
page_sizeint查询数据条数,默认为10
cle_namestring客户名称,若有值,返回符合条件的数据,匹配规则为模糊匹配
cle_phonestring客户电话,若有值,返回符合条件的数据,匹配规则为模糊匹配
create_timedatetime创建时间,若有值,返回该时间之后的数据时间格式支持2019-01-01或者2019/01/01
update_timedatetime更新时间,若有值,返回该时间之后的数据时间格式支持2019-01-01或者2019/01/01
last_assign_timedatetime最近领取时间,若有值,返回该时间之后的数据时间格式支持2019-01-01或者2019/01/01
last_recycle_timedatetime最近回收时间,若有值,返回该时间之后的数据时间格式支持2019-01-01或者2019/01/01
es_searchstring标准es查询语句,然后采用gzip方式压缩传递
sortstring排序字段,若有值,根据字段进行排序返回,默认为create_time不排序不传递此字段,枚举值:支持排序的字段
orderstring排序规则,默认为降序desc不排序不传递此字段,枚举值:asc,desc

响应结果

{
"code": 200,
"message": "ok",
"data": {
"cursor": "WzE1NDIzNTA0NzgsImNybV9jbGllbnRzIzY0NjkwODY3ODA0NTYxNTcxODUiXQQD",
"total": 2,
"rows": [
{
"_id": 6471190080697647105,
"cle_name": "ceshi ",
"cle_phone": "18771124369",
"cle_source": 1,
"cle_source_name": "官网注册",
"cle_type": 1,
"cle_type_name": "潜在客户",
"cle_grade": 2,
"cle_grade_name": "重点客户",
"sale_charge_user_id": 90002395,
"service_charge_user_id": 0,
"is_win_order": 2,
"is_win_order_name": "否",
"last_assign_time": 1542851944,
"last_recycle_time": 0,
"transfer_public_reason_id": 0,
"create_type": 0,
"import_task_id": 0,
"create_user_id": 90002395,
"create_time": 1542851944,
"update_user_id": 90002395,
"update_time": 1542851944,
"last_contact_user_id": 90000172,
"last_contact_time": 1542855369,
"datasource_6469093183677775873": [],
"datasource_6469093183677775873_name": "",
"datasource_6469093223150370817": [],
"datasource_6469093223150370817_name": "",
"input_6470108518023413761": "默认值测试",
"textarea_6470108592325509121": "",
"select_6470108723137462273": 2,
"select_6470108723137462273_name": "222222222222222",
"radio_6470108813340164097": 2,
"radio_6470108813340164097_name": "222222222222222",
"checkbox_6470108890934788097": [],
"checkbox_6470108890934788097_name": "",
"datetime_6470108953748684801": 1542556800,
"cascade_6470109026154954753": [],
"cascade_6470109026154954753_name": "",
"city_6470109140181303297": [],
"city_6470109140181303297_name": "",
"telephone_6470109718877814785": "132222212312312",
"email_6470109810384945153": "",
"number_6470109847739416577": 3,
"attachment_6470109901174849537": [],
"attachment_6470109999745187841": [],
"input_6470212194209611777": "",
"city_6470212275625246721": [],
"city_6470212275625246721_name": "",
"input_6470212373881012225": "",
"input_6470212433549180929": "",
"input_6470212479275483137": "",
"input_6470212529321918465": "",
"select_6470213535355092993": 0,
"select_6470213535355092993_name": "",
"input_6470213585858707457": "",
"input_6470213645757562881": "",
"select_6470215797540372481": 0,
"select_6470215797540372481_name": "",
"radio_6470475943239729153": 0,
"radio_6470475943239729153_name": "",
"radio_6470477758073126913": 0,
"radio_6470477758073126913_name": "",
"input_6470524366294859777": "",
"attachment_6470524827785740289": [],
"original_id": 0,
"cle_pinyin": "luquanceshi ",
"sale_charge_user_name": "1214 te",
"sale_charge_department_id": 39,
"sale_charge_department_name": "测试分配策略",
"service_charge_user_name": "",
"service_charge_department_id": 0,
"service_charge_department_name": "",
"last_contact_user_name": "8002 8002坐席",
"last_contact_department_id": 1,
"last_contact_department_name": "公司",
"create_type_name": "手动创建",
"transfer_public_reason_name": "",
"opportunity_num": 0,
"import_task_name": "",
"im_third_id": "",
"create_role_id": 19,
"create_role_name": "测试",
"switch_times": 1,
"vcc_id": 90000000,
"create_user_name": "1214 te",
"create_department_id": 39,
"create_department_name": "测试分配策略",
"update_user_name": "1214 te",
"update_department_id": 39,
"update_department_name": "测试分配策略",
"id": "6471190080697647105"
},
{
"_id": 6469086833795121153,
"cle_name": "ce",
"cle_phone": "18771124369",
"cle_source": 0,
"cle_source_name": "",
"cle_type": 0,
"cle_type_name": "",
"cle_grade": 0,
"cle_grade_name": "",
"sale_charge_user_id": 0,
"service_charge_user_id": 0,
"is_win_order": 2,
"is_win_order_name": "否",
"last_assign_time": 1542590520,
"last_recycle_time": 1542898893,
"transfer_public_reason_id": 0,
"create_type": 1,
"import_task_id": 6469086759920844801,
"create_user_id": 90002396,
"create_time": 1542350490,
"update_user_id": 90002396,
"update_time": 1542350490,
"last_contact_user_id": 0,
"last_contact_time": 0,
"original_id": 0,
"cle_pinyin": "ce",
"sale_charge_user_name": "",
"sale_charge_department_id": 0,
"sale_charge_department_name": "",
"service_charge_user_name": "",
"service_charge_department_id": 0,
"service_charge_department_name": "",
"last_contact_user_name": "",
"last_contact_department_id": 0,
"last_contact_department_name": "",
"create_type_name": "批量导入",
"transfer_public_reason_name": "",
"opportunity_num": 0,
"import_task_name": "20181116143839",
"im_third_id": "",
"create_role_id": 3,
"create_role_name": "组长",
"switch_times": 2,
"vcc_id": 90000000,
"create_user_name": "10586 sunxin",
"create_department_id": 2,
"create_department_name": "销售部",
"update_user_name": "10586 test",
"update_department_id": 2,
"update_department_name": "销售部",
"id": "6469086833795121153"
},
、、、
]
}
}

结果说明

返回字段字段类型说明
cursorstring查询游标,下次查询使用
totalint总条数
rowsarray结果集 字段详情参见客户字段说明参考

删除客户接口

支持批量删除

接口地址

https://e-crm.icsoc.net/openapi/v1/client

请求方式

DELETE

{
"ids":[6471190080697647105,6469086833795121153]
}

参数说明

参数类型说明必选约束
idsarray客户ID集合

响应结果

{
"code": 200,
"message": "ok",
"data": []
}

客户持有商机列表

接口地址

https://e-crm.icsoc.net/openapi/v1/client/{cle_id}/opportunities?page={page}&page_size={page_size}

请求方式

GET

参数说明

参数类型说明必选约束
cle_idstring客户ID
pageint查询页码,可选,默认为1
page_sizeint每页显示条数。可选,默认为10

响应结果

{
"code": 200,
"message": "ok",
"data": {
"total": 1,
"rows": [
{
"_id": 6471193127100334081,
"opty_name": "123123",
"cle_id": 6470844909275561985,
"opty_type": 1,
"opty_type_name": "新客户商机",
"opty_source": 1,
"opty_source_name": "官网注册",
"opty_stage": 22,
"lose_order_reason": 0,
"lose_order_remark": "",
"sale_charge_user_id": 90002395,
"create_user_id": 90000172,
"create_time": 1542852670,
"update_user_id": 90000172,
"update_time": 1542852670,
"last_contact_user_id": 90000172,
"last_contact_time": 1542936866,
"cle_name": "1112321323",
"cle_phone": "3121123123",
"opty_stage_name": "初步洽谈",
"lose_order_reason_name": "",
"sale_charge_user_name": "1214 test",
"sale_charge_department_id": 39,
"sale_charge_department_name": "测试分配策略",
"last_contact_user_name": "8002 8002坐席",
"last_contact_department_id": 1,
"last_contact_department_name": "公司",
"vcc_id": 90000000,
"create_user_name": "8002 8002坐席",
"create_department_id": 1,
"create_department_name": "公司",
"update_user_name": "8002 8002坐席",
"update_department_id": 1,
"update_department_name": "公司",
"id": "6471193127100334081"
},
、、、
]
}
}

结果说明

返回字段字段类型说明
totalint总条数
rowsarray结果集 (参数说明参见商机模块=》商机字段说明

客户持有联系人列表

接口地址

https://e-crm.icsoc.net/openapi/v1/client/{cle_id}/contacts?page={page}&page_size={page_size}

请求方式

GET

参数说明

参数类型说明必选约束
cle_idstring客户ID
pageint当前页码数,可选,默认为1
page_sizeint每页显示条数。可选,默认为10

响应结果

{
"code": 200,
"message": "ok",
"data": {
"total": 1,
"rows": [
{
"_id": 6470567049784705025,
"contact_name": "32123",
"cle_id": 6470211827556139009,
"mobile": "12312312",
"email": "",
"contact_duty": 2,
"contact_duty_name": "总监",
"contact_type": 1,
"contact_type_name": "关键决策人",
"sale_charge_user_id": 0,
"create_user_id": 90000172,
"create_time": 1542703401,
"update_user_id": 90000172,
"update_time": 1542703401,
"original_id": 0,
"cle_name": "test测试异步脚本97",
"sale_charge_user_name": "",
"sale_charge_department_id": 0,
"sale_charge_department_name": "",
"vcc_id": 90000000,
"create_user_name": "8002 8002坐席",
"create_department_id": 1,
"create_department_name": "公司",
"update_user_name": "8002 8002坐席",
"update_department_id": 1,
"update_department_name": "公司",
"id": "6470567049784705025"
}
]
}
}

结果说明

返回字段字段类型说明
totalint总条数
rowsarray结果集 (参数说明参见联系人模块=》联系人字段说明

客户通话记录列表

接口地址

https://e-crm.icsoc.net/openapi/v1/client/{cle_id}/callRecords?page={page}&page_size={page_size}

请求方式

GET

参数说明

参数类型说明必选约束
cle_idstring客户ID
pageint查询页码,可选,默认为1
page_sizeint每页显示条数。可选,默认为10

响应结果

{
"code": 200,
"message": "ok",
"data": {
"rows": [
{
"cle_id": "6476704178231296001",
"cle_name": "叔本华0610",
"user_id": "90000126",
"dept_id": "1",
"call_id": "9583",
"call_type": "2",
"ag_phone": "18601307681",
"cus_phone": "01059009600",
"start_time": "1458181437",
"start_date": "2016-03-17",
"conn_secs": "0",
"result": "2",
"state": "0",
"endresult": "2",
"queue_id": "0",
"evaluate": "0",
"conn_time": "0",
"end_time": "0",
"ring_secs": "0",
"all_secs": "0"
}
],
"total": "1"
}
}

结果说明

返回字段字段类型说明
totalint总条数
rowsarray结果集 (参数说明参见联系人模块=》联系人字段说明
cle_idstring客户ID
user_idstring坐席ID
dept_idstring坐席所在部门ID
call_idstring通话ID
call_typestring通话类型
ag_phonestring坐席电话
cus_phonestring客户电话
start_timetimestamp呼叫时间
start_datedate呼叫日期
conn_secsstring通话时长,单位:秒
resultstring呼叫结果 0接通 1自动外呼呼损 2未接通
statestring是否已处理(0未处理1已处理)
endresultstring1振铃放弃 2未接 11用户挂机 12坐席挂断 13转接 14拦截
conn_timetimestamp技能组id
end_timetimestamp结束时间
ring_secsstring振铃时长,单位:秒
all_secsstring总时长,单位:秒

客户跟进记录列表

接口地址

https://e-crm.icsoc.net/openapi/v1/client/{cle_id}/followupRecords?page={page}&page_size={page_size}&sort={sort}&order={order}&cursor={cursor}

请求方式

GET

参数说明

参数类型说明必选约束
cle_idint客户id
pageint查询页码,默认为1
page_sizeint查询数据条数,默认为10
sortstring排序字段,若有值,根据字段进行排序返回,默认为create_time
orderstring排序规则,默认为降序desc枚举值:asc,desc
cursorstring游标,第一次查询时无需传该值,后续查询时,将上一次查询获取数据中的cursor传递过来即可,此字段用于分页查询

响应结果

{
"code": 200,
"message": "ok",
"data": {
"cursor": "WzE1NDIzNTA0NzgsImNybV9jbGllbnRzIzY0NjkwODY3ODA0NTYxNTcxODUiXQQD",
"total": 2,
"rows": [
{
"_id": 6471994196059471873,
"opty_id": 6471982131139821569,
"record_type": 36,
"cle_id": "6470844909275561985",
"record_content": "跟进记录",
"create_user_id": 90000172,
"create_time": 1543043660,
"client": {
"_id": 6470844909275561985,
"cle_name": "1112321323",
"cle_phone": "3121123123",
"cle_source": 1,
"cle_source_name": "官网注册",
"cle_type": 1,
"cle_type_name": "潜在客户",
"cle_grade": 1,
"cle_grade_name": "普通客户",
"sale_charge_user_id": 90002395,
"service_charge_user_id": 0,
"is_win_order": 2,
"is_win_order_name": "否",
"last_assign_time": 1542769648,
"last_recycle_time": 0,
"transfer_public_reason_id": 0,
"create_type": 0,
"import_task_id": 0,
"create_user_id": 90002395,
"create_time": 1542769648,
"update_user_id": 90000172,
"update_time": 1542950533,
"last_contact_user_id": 90000172,
"last_contact_time": 1542955157,
"datasource_6469093183677775873": [],
"datasource_6469093183677775873_name": "",
"datasource_6469093223150370817": [],
"datasource_6469093223150370817_name": "",
"input_6470108518023413761": "默认值测试",
"textarea_6470108592325509121": "12311231123112311231123112311231123112311231123112311231123112311231123112311231123112311231123112311231123112311231123112311231123112311231123112311231123112311231123112311231123112311231123112311231",
"select_6470108723137462273": 2,
"select_6470108723137462273_name": "222222222222222",
"radio_6470108813340164097": 2,
"radio_6470108813340164097_name": "222222222222222",
"checkbox_6470108890934788097": [],
"checkbox_6470108890934788097_name": "",
"datetime_6470108953748684801": 1542556800,
"cascade_6470109026154954753": [],
"cascade_6470109026154954753_name": "",
"city_6470109140181303297": [],
"city_6470109140181303297_name": "",
"telephone_6470109718877814785": "132222212312312",
"email_6470109810384945153": "",
"number_6470109847739416577": 3,
"attachment_6470109901174849537": [],
"attachment_6470109999745187841": [],
"input_6470212194209611777": "",
"city_6470212275625246721": [],
"city_6470212275625246721_name": "",
"input_6470212373881012225": "",
"input_6470212433549180929": "",
"input_6470212479275483137": "",
"input_6470212529321918465": "",
"select_6470213535355092993": 0,
"select_6470213535355092993_name": "",
"input_6470213585858707457": "",
"input_6470213645757562881": "",
"select_6470215797540372481": 0,
"select_6470215797540372481_name": "",
"datasource_6470223215527706625": [
"230101"
],
"datasource_6470223215527706625_name": "武汉沌口门店",
"radio_6470475943239729153": 0,
"radio_6470475943239729153_name": "",
"radio_6470477758073126913": 0,
"radio_6470477758073126913_name": "",
"input_6470524366294859777": "",
"attachment_6470524827785740289": [],
"datasource_6470536728531943425": [],
"datasource_6470536728531943425_name": "",
"datasource_6470835680972095489": [],
"datasource_6470835680972095489_name": "",
"original_id": 0,
"cle_pinyin": "1112321323",
"sale_charge_user_name": "1214 luquan",
"sale_charge_department_id": 39,
"sale_charge_department_name": "测试分配策略",
"service_charge_user_name": "",
"service_charge_department_id": 0,
"service_charge_department_name": "",
"last_contact_user_name": "8002 8002坐席",
"last_contact_department_id": 1,
"last_contact_department_name": "公司",
"create_type_name": "手动创建",
"transfer_public_reason_name": "",
"opportunity_num": 4,
"import_task_name": "",
"im_third_id": "",
"create_role_id": 19,
"create_role_name": "鲁权测试",
"switch_times": 0,
"vcc_id": 90000000,
"create_user_name": "1214 luquan",
"create_department_id": 39,
"create_department_name": "测试分配策略",
"update_user_name": "8002 8002坐席",
"update_department_id": 1,
"update_department_name": 0,
"select_6471310166045474817": 2,
"select_6471310166045474817_name": "222",
"id": "6470844909275561985",
"no_contact_days": 1
},
"record_type_name": "系统自动",
"create_role_id": 1,
"create_role_name": "BOSS",
"vcc_id": 90000000,
"create_user_name": "8002 8002坐席",
"create_department_id": 1,
"create_department_name": "公司",
"update_user_name": "8002 8002坐席",
"update_department_id": 1,
"update_department_name": "公司",
"cle_name": "1112321323",
"update_time": 1543043660,
"update_user_id": 90000172,
"record_content_name": "跟进记录",
"id": "6471994196059471873"
}
]
}
}

结果说明

返回字段字段类型说明
cursorstring查询游标,下次查询使用
totalint总条数
rowsarray结果集 (参数说明参见跟进记录字段参考说明

客户字段说明

参数名参数说明
_id客户ID
cle_name客户名称
cle_phone客户电话
cle_source客户来源
cle_source_name客户来源说明
cle_type客户类型
cle_type_name客户类型说明
cle_grade客户级别
cle_grade_name客户级别说明
sale_charge_user_id销售负责人(坐席ID,可通过用户中心接口获取相关信息,若为0则客户未分配销售负责人)
service_charge_user_id服务负责人(坐席ID,若为0则客户未分配服务负责人)
last_assign_time最近领取时间
last_recycle_time最近回收时间
transfer_public_reason_id转移公海原因
create_type客户创建方式(0:手动创建、1:批量导入、2:来电自动创建、3:对外API创建)
import_task_id导入任务ID
create_user_id创建人ID(坐席ID)
create_time创建时间
update_user_id编辑人ID(坐席ID)
update_time最近编辑时间
last_contact_user_id最近跟进人ID(坐席ID)
last_contact_time最近跟进时间
original_id原始的客户ID(用于记录老crm中的客户数据的ID)
cle_pinyin客户名称对应的拼音首字母
sale_charge_user_name销售负责人姓名(坐席工号+空格+坐席名称)
sale_charge_department_id销售负责部门ID
sale_charge_department_name销售负责部门名
service_charge_user_name服务负责人姓名(坐席工号+空格+坐席名称)
service_charge_department_id服务负责部门ID
service_charge_department_name服务负责部门名
last_contact_user_name最近跟进人姓名(坐席工号+空格+坐席名称)
last_contact_department_id最近跟进人部门ID
last_contact_department_name最近跟进人部门名
create_type_name客户创建类型说明
is_win_order是否为成单客户(此版本无此概念)
transfer_public_reason_name转移公海原因说明
opportunity_num客户所拥有商机
import_task_name导入任务名称
im_third_idIM会话用户id
create_role_id创建人角色ID
create_role_name创建人角色名
switch_times客户转手次数
vcc_id企业ID
create_user_name创建人姓名(坐席工号+空格+坐席名称)
create_department_id创建人部门ID
create_department_name创建人部门名
update_user_name最近编辑人姓名(坐席工号+空格+坐席名称)
update_department_id最近编辑部门ID
update_department_name最近编辑部门名
id客户ID(字符串类型,冗余字段)
tags客户标签标识数组
tags_name客户标签名称,多个英文逗号分隔
is_lock是否锁定标识[1:是, 2: 否]
is_lock_name是否锁定名称"是,否"
lock_user_id锁定人id(坐席id)
lock_user_name锁定人名(坐席名称)
lock_by_cle_id锁定关联客户id
lock_by_cle_name锁定关联客户名称
lock_time锁定时间
lock_type锁定类型标识
protect_user_name保护人名称
protect_user_id保护人id(坐席id)
protect_status保护状态标识
protect_status_name保护状态名称
protect_time保护时间