CRM FAQ

1.Q: Why have I received a notification that the email I’ve sent has been bounced?

A: You do not have permission to send emails. Apply for permission here:
https://bpms.alibaba-inc.com/workdesk/instStart?processCode=buc_apply_wbemail_permission

2.Q：“https://crm.alibaba-inc.com/caesar/” Can’t open CRM

A：Please save the link of CRM:
Privvate Pool ：https://crm.alibaba-inc.com/crmagent/romeo/private-sea.html?spm=a27dj.19484739.0.0.759313e5C5TJRh
Public Pool ：https://crm.alibaba-inc.com/crmagent/romeo/public-sea.html?spm=a27dj.19484760.0.0.622549ce5Mgv0K
Service Pool：https://crm.alibaba-inc.com/crmagent/romeo/customer-service/in-service-new.html?spm=a27dj.19484773.0.0.71777ceabKIq9B

3.Q: What do I do if I see this error message and cannot log in to my CRM account?

A:
Step 1: Confirm you have permission
Step 2: Click this link to switch to GGS-related roles: https://crm.alibaba-inc.com/aegean/tritons/cgspartnerManage/message#/my-msg?_k=h1ghzn
Step 3: Click this link to visit the Private Pool and try logging in again: https://crm.alibaba-inc.com/crmagent/romeo/private-sea.html

4.Q: How do I filter for Leads who:

•Last logged in after June 1
•Haven’t been contacted since November 1
•Have no products posted
•Aren’t marked as A+ or A- intent?

5.How do you create an order for a customer assigned to someone else?

Go to: CRM > Private Pool > Customer details

6.How do you add notes and change grade for custmers under sales role?

1) add notes
if you want to add a note,please go to crm > private pool，then click “add a note”
Or go to CRM > Private Pool > Customer details ，then click “add a note”


if you want to add a visiting memo ,please go to crm > service pool，then click “Visiting Memo”
Or go to CRM > service pool > Customer details ，then click “Visiting Memo”