What is the purpose of case management system?

The purpose of the case site management system is to establish the incentive and restraint mechanism of the case site, improve the professionalism and entrepreneurial spirit of the case site staff, standardize the behavior of the staff, establish a normal working order and establish a good image of the case site.

First of all, case data are classified into three categories according to their confidentiality:

answer

Class A is internal confidential information, including sales control, daily reports, weekly reports, monthly reports, signed-in folders of forms sold, purchased and not purchased, sales ledger details, etc.

b)

Class B is internal information: the reading scope is for the staff in the venue (here, non-staff, not allowed to read without the approval of the general manager. );

c)

Class c is general information.

2. Without permission, the field personnel shall not read the company's internal materials (including company books and training materials) or copy or disclose the internal materials.

Personal sales folder should be carried with you. When you go out, you should put away the sales folder. There can be no sales desk and sales folder.

Four, shall not be arbitrarily brought out of the sales folder or the information in the sales folder, so as not to cause information leakage.

5. The information in the sales folder should be sealed, and customers should not be given the opportunity to extract it at will.