PROTOTYPE · DEMO DATA

SA Client
Handover

Question to answer: When an SA leaves or changes boutique, in what order should WeCom contacts and open CRM tasks move to the new SA—without transferring clients who blocked, deleted or declined contact?

Current handover

Central Boutique · September

AL

Alex Lau

Current SA · changing boutique

→
MC

Mei Chen

Receiving SA · Central Boutique

Handover progress

What just happened
Free play · every action stays available
Guided scenario

What should the team decide?
Must BM approval happen before any contact moves? Do excluded clients need a separate follow-up list? Should CRM tasks move in the same handover?
AWAITING TEAM VERDICT
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