准客户分配，制定分配规则，自动分配到员工处，并通过客户管理系统进行追踪。

Leads allocation, basing on the distribution rules, automatically assigned to the advisors. Track the leads situation through the customer management system.

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准客户查询，查询规则制定，设立查询级别，高绩效员工或新人，可以按条件查询非活动状态准客户（未约定拜访的录入准客户，分配后又回收的准客户）

Leads query, the rule-making, setting up an inquiry level, high-performance employees or new, you can check the conditions of non-active leads.

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