1. crm接口
HY
  • 结算中心
    • 小程序对接银盛收银台
      POST
  • 对公转账
    • 管理端-查询对公转账列表
      POST
    • 客户-提交对公转账申请
      POST
  • 用户绑定收款账户信息
    • 查看认证信息
      GET
    • 查询平台收款账户下拉
      GET
    • 查询公司认证信息下拉
      GET
    • 财务端-客户列表
      POST
    • 查询用户绑定的平台收款账户信息
      GET
  • 账单管理
    • 应收客户账单
      POST
    • 资金交易明细
      POST
  • crm接口
    • 检查当前登录人的线索权限
      GET
    • 查询订单详情
      GET
    • 获取用户的补贴券列表
      GET
    • CRM 用户给客户发放补贴券
      POST
    • 待跟进查询列表
      POST
    • 跟进中-查询
      POST
    • 已成交-查询
      POST
    • 公海-查询
      POST
    • 已无效列表
      POST
    • 客户订单
      POST
    • 客户订单-金额统计
      POST
    • 收据概览-统计数据(本月)
      POST
    • 武汉佳成授权登录接口
      POST
  • 佳成CRM
    • admin端
      • 首页
        • 数据概览
          • 销售目标信息(原有旧接口新增字段)
      • 客户管理-杭州佳成
        • 订单轨迹信息接口
        • 订单详情信息接口
        • 销售订单列表
        • 客户信息列表
    • h5端
      • 数据概览
        • 销售目标信息
        • 销售统计-按所选成员-所选时间统计
      • 客户管理-杭州佳成
        • 客户信息列表
        • 销售订单列表
        • 订单轨迹信息接口
        • 订单详情信息接口
    • 登录
      • 获取登录验证码
      • 验证码登录
    • CRM 询价大厅
      • 查询询价大厅列表统计数量
      • 查询询价大厅列表
      • 编辑询价大厅状态
    • 保存暂存数据
      POST
    • 跟进类型获得缓存数据
      GET
    • 批量导入线索
      POST
    • 根据公司名称获取客户编码
      GET
  • IM平台客服角色
    • ofc
      • 客服发起会话
      • 获取当前会话列表
      • 查询登录人的历史会话
      • 获取当前角色的聊天记录
      • 根据角色查询客服下拉
      • 获取指定角色下的客服列表-只查询在线的
      • ofc查询聊天记录
      • 查询FBA订单
      • 通过目的国和发货地查询方案类型
      • 通过目的国和发货地查询方案
    • 直客端im窗口查看订单列表
    • 直客端-创建平台客服的会话
    • 直客端im会话列表
  • 用户中心
    • 客户行为推送
  • 送仓单号信息管理
    • 管理端送仓单维护
      • 通过快递单号查询快递公司名称
      • 通过订单号查询快递单号列表
      • 直客保存快递单号信息
      • 直客修改快递单号信息
      • 通过快递单号查询轨迹
      • 删除订单的快递单号
    • 直客端快递单号维护
      • 通过快递单号查询快递公司名称
      • 通过订单号查询快递单号列表
      • 直客保存快递单号信息
      • 直客修改快递单号信息
      • 通过快递单号查询轨迹
      • 删除订单的快递单号
    • ofc送仓单号维护
      • 通过快递单号查询快递公司名称
      • 通过订单号查询快递单号列表
      • 直客保存快递单号信息
      • 直客修改快递单号信息
      • 通过快递单号查询轨迹
      • 删除订单的快递单号
    • crm送仓单号查看
      • 通过订单号查询快递单号列表
      • 通过快递单号查询轨迹
    • 服务商上传转单号模板
    • 管理端上传转单号模板
    • ofc上传转单号模板
  • 渠道库标签配置
    • 通过渠道库id查询标签规则配置
    • 新建或更新渠道库标签配置-前置校验
    • 新建或更新渠道库标签配置
  • 首页查价(旧-v2)
    • 首页查价-显示方案库
    • 首页查价-方案列表
  • 首页查价相关接口(v3)
    • 渠道列表接口
    • 首页查询渠道类型
    • 首页查询渠道库
    • 填写预计到达时间,查询方案列表
    • TWL-直接查询方案列表
    • TWL-查询特价线路
    • 查询线路标签下拉
  • im-api
    • notify通知
    • 查询会话列表
    • 查询未回复的会话信息
  • 渠道库管理
    • 渠道库下拉接口
  • 补贴中心
    • 直客端
      • 个人中心-补贴券列表
      • 下单时查询可用补贴券
    • 管理端
      • 发放补贴券
  • ofc
    • 揽收叫车
      • 查询取消原因
      • 查询揽收叫车
      • 取消揽收计划
      • 验证订单并查询信息
      • 保存揽收计划
    • ofc-订单详情
  • 直客订单管理
    • 直客导出订单详情
  • TWL
    • 非标询价
      • 推送测试机器人
      • TWL-Ai非标准询价
      • (好运)提供AI查价
      • 直客下单接口
      • AI查价--查询货物类型
    • 询价大厅
      • 直客端
        • 获取询价大厅列表
        • 创建询价需求
        • 删除单个询价需求
        • 清空询价历史
    • 客人自定制
      • 直客端-算价
        • 获取可以到达的目的国家
        • 查询上门揽收时间
        • 查最快速、最优惠的方案
      • 直客端-预订单
        • 预订单下单接口
        • 自定制下单接口
        • 工作台订单统计
        • 工作台--预订单查询列表
        • 直客端取消预订单
        • 预订单--订单详情
      • CRM-预订单
        • 生成用户临时的token
        • 快捷下单列表
        • crm取消快捷订单
        • crm预订单个数统计(待处理和已处理的)
  1. crm接口

待跟进查询列表

开发中
POST
/crm/customer/to-follow-list
前缀:kjsc-sales

请求参数

Header 参数

Body 参数application/json

示例
{"page":1,"size":10,"accessCode":"CRM030204"}

请求示例代码

Shell
JavaScript
Java
Swift
Go
PHP
Python
HTTP
C
C#
Objective-C
Ruby
OCaml
Dart
R
请求示例请求示例
Shell
JavaScript
Java
Swift
curl --location --request POST 'https://m1.apifoxmock.com/m1/650141-0-default/crm/customer/to-follow-list' \
--header 'token: a076b4a5-c0b9-4d8b-a323-189cccc810ee' \
--header 'Content-Type: application/json' \
--data-raw '{"page":1,"size":10,"accessCode":"CRM030204"}'

返回响应

🟢200成功
application/json
Body

示例
{
    "code": "200",
    "success": true,
    "msg": "处理成功",
    "message": "处理成功",
    "timestamp": "2023-08-23T16:21:54.534Z",
    "data": {
        "records": [
            {
                "opptyId": "1673518306063294465",
                "companyName": null,
                "contactName": null,
                "contactPhone": "13363189056",
                "departmentId": "d1",
                "departmentName": "跨境好运",
                "memberId": "1412703771313184769",
                "memberName": "千寻",
                "customerType": 2,
                "customerTypeName": "直客",
                "sourceId": 10,
                "sourceName": "官网注册",
                "customerStatus": 3,
                "customerStatusName": "待确认",
                "importSource": 3,
                "importSourceName": "同事转交",
                "createTime": "2023-06-27 10:27:11",
                "companyId": "1673518306679857153",
                "allocator": "千寻",
                "firstAllocateTime": "2023-08-23 11:18:09",
                "lastAllocateTime": "2023-08-23 11:18:09",
                "failReason": null,
                "failReasonName": null,
                "failRemark": null,
                "priorityDesc": "1(有下单意愿/需要立即跟进)",
                "callOut": 1,
                "orderPeriod": null,
                "orderPeriodName": null,
                "followPeriod": null,
                "followPeriodName": null,
                "loginPeriod": 3,
                "loginPeriodName": "30天未登录",
                "lastFollowRemark": null,
                "lastUseImTime": null,
                "userLoginTime": "2023-06-27 10:27:11",
                "totalLoginCount": 1,
                "totalUseImCount": 0,
                "userId": "1673518303869779969",
                "cueQuality": 1,
                "phoneArea": null,
                "customerLevel": 1,
                "customerLevelName": "A",
                "shipmentPlace": null,
                "salesmans": "",
                "callCount": 3,
                "remainRecycleTime": null,
                "remainRecycleTimeName": null,
                "lastLookPriceTime": null,
                "lastLookSchemeTime": "2023-06-27 10:58:34",
                "customerMonthScope": null,
                "customerMonthScopeName": null,
                "customerMonthRate": null,
                "customerMonthRateName": null,
                "demandChannel": null,
                "frequentProducts": null,
                "nextSendTime": null,
                "nextExpectGmv": null,
                "monthExpectGmv": null,
                "dotCategory": null,
                "dotCategoryName": null,
                "communicateLevel": null,
                "communicateLevelName": null,
                "destination": "",
                "cargoType": "",
                "customerScale": null,
                "nextFollowTime": null,
                "nextDeliveryTime": null,
                "connectCount": 0,
                "userCouponStatus": 1
            },
            {
                "opptyId": "1635910415529893889",
                "companyName": null,
                "contactName": null,
                "contactPhone": "13142569789",
                "departmentId": "1635901036411838465",
                "departmentName": "电销一部一组",
                "memberId": "1635904561476886530",
                "memberName": "大哥",
                "customerType": 2,
                "customerTypeName": "直客",
                "sourceId": 10,
                "sourceName": "官网注册",
                "customerStatus": 3,
                "customerStatusName": "待确认",
                "importSource": 3,
                "importSourceName": "同事转交",
                "createTime": "2023-03-15 15:46:51",
                "companyId": "1635910415643140097",
                "allocator": "千寻",
                "firstAllocateTime": "2023-03-15 15:48:27",
                "lastAllocateTime": "2023-03-15 15:48:27",
                "failReason": null,
                "failReasonName": null,
                "failRemark": null,
                "priorityDesc": "1(有下单意愿/需要立即跟进)",
                "callOut": 1,
                "orderPeriod": null,
                "orderPeriodName": null,
                "followPeriod": null,
                "followPeriodName": null,
                "loginPeriod": 7,
                "loginPeriodName": "5天内有登录",
                "lastFollowRemark": null,
                "lastUseImTime": null,
                "userLoginTime": "2023-03-15 15:46:51",
                "totalLoginCount": 1,
                "totalUseImCount": 0,
                "userId": "1635910414149877762",
                "cueQuality": 1,
                "phoneArea": null,
                "customerLevel": 1,
                "customerLevelName": "A",
                "shipmentPlace": null,
                "salesmans": "",
                "callCount": null,
                "remainRecycleTime": null,
                "remainRecycleTimeName": null,
                "lastLookPriceTime": null,
                "lastLookSchemeTime": null,
                "customerMonthScope": null,
                "customerMonthScopeName": null,
                "customerMonthRate": null,
                "customerMonthRateName": null,
                "demandChannel": null,
                "frequentProducts": null,
                "nextSendTime": null,
                "nextExpectGmv": null,
                "monthExpectGmv": null,
                "dotCategory": null,
                "dotCategoryName": null,
                "communicateLevel": null,
                "communicateLevelName": null,
                "destination": "",
                "cargoType": "",
                "customerScale": null,
                "nextFollowTime": null,
                "nextDeliveryTime": null,
                "connectCount": 0,
                "userCouponStatus": 3
            },
            {
                "opptyId": "1399744338503614465",
                "companyName": null,
                "contactName": "未接通2",
                "contactPhone": "13958313787",
                "departmentId": "1249895433147125762",
                "departmentName": "跨境好运",
                "memberId": "1412703771313184769",
                "memberName": "千寻",
                "customerType": 2,
                "customerTypeName": "直客",
                "sourceId": 202,
                "sourceName": "今日头条自营2",
                "customerStatus": 6,
                "customerStatusName": "无效客户",
                "importSource": 3,
                "importSourceName": "同事转交",
                "createTime": "2021-06-01 23:07:11",
                "companyId": "1399744338520391681",
                "allocator": "千寻",
                "firstAllocateTime": "2022-01-06 18:11:04",
                "lastAllocateTime": "2023-02-28 15:04:42",
                "failReason": [
                    1,
                    6
                ],
                "failReasonName": "首次跟进,敏感货物",
                "failRemark": null,
                "priorityDesc": "2(有效转化线索来源)",
                "callOut": 1,
                "orderPeriod": null,
                "orderPeriodName": null,
                "followPeriod": 8,
                "followPeriodName": null,
                "loginPeriod": 8,
                "loginPeriodName": "15天有登录",
                "lastFollowRemark": "无人接听",
                "lastUseImTime": "2023-02-28 15:19:18",
                "userLoginTime": "2023-03-17 18:27:58",
                "totalLoginCount": 2,
                "totalUseImCount": 4,
                "userId": "1536679808443088898",
                "cueQuality": 1,
                "phoneArea": "浙江宁波",
                "customerLevel": 1,
                "customerLevelName": "A",
                "shipmentPlace": null,
                "salesmans": "",
                "callCount": 3,
                "remainRecycleTime": null,
                "remainRecycleTimeName": null,
                "lastLookPriceTime": "2023-02-28 15:19:18",
                "lastLookSchemeTime": "2023-02-28 15:19:18",
                "customerMonthScope": null,
                "customerMonthScopeName": null,
                "customerMonthRate": null,
                "customerMonthRateName": null,
                "demandChannel": null,
                "frequentProducts": null,
                "nextSendTime": null,
                "nextExpectGmv": null,
                "monthExpectGmv": null,
                "dotCategory": null,
                "dotCategoryName": null,
                "communicateLevel": null,
                "communicateLevelName": null,
                "destination": "",
                "cargoType": "",
                "customerScale": null,
                "nextFollowTime": null,
                "nextDeliveryTime": null,
                "connectCount": 1,
                "userCouponStatus": 3
            },
            {
                "opptyId": "1627556164676182017",
                "companyName": null,
                "contactName": "参数",
                "contactPhone": null,
                "departmentId": "1463762509753114625",
                "departmentName": "加盟商",
                "memberId": "1493149901562179586",
                "memberName": "tests",
                "customerType": 2,
                "customerTypeName": "直客",
                "sourceId": 200,
                "sourceName": "其他",
                "customerStatus": 3,
                "customerStatusName": "待确认",
                "importSource": 1,
                "importSourceName": "公海分配",
                "createTime": "2023-02-20 14:30:03",
                "companyId": "1627556164973977601",
                "allocator": "后羿",
                "firstAllocateTime": "2023-02-21 16:23:31",
                "lastAllocateTime": "2023-02-21 16:23:31",
                "failReason": null,
                "failReasonName": null,
                "failRemark": null,
                "priorityDesc": "1(有下单意愿/需要立即跟进)",
                "callOut": 1,
                "orderPeriod": null,
                "orderPeriodName": null,
                "followPeriod": null,
                "followPeriodName": null,
                "loginPeriod": null,
                "loginPeriodName": null,
                "lastFollowRemark": null,
                "lastUseImTime": null,
                "userLoginTime": null,
                "totalLoginCount": 0,
                "totalUseImCount": 0,
                "userId": null,
                "cueQuality": 1,
                "phoneArea": null,
                "customerLevel": 1,
                "customerLevelName": "A",
                "shipmentPlace": null,
                "salesmans": "",
                "callCount": null,
                "remainRecycleTime": null,
                "remainRecycleTimeName": null,
                "lastLookPriceTime": null,
                "lastLookSchemeTime": null,
                "customerMonthScope": null,
                "customerMonthScopeName": null,
                "customerMonthRate": null,
                "customerMonthRateName": null,
                "demandChannel": null,
                "frequentProducts": null,
                "nextSendTime": null,
                "nextExpectGmv": null,
                "monthExpectGmv": null,
                "dotCategory": null,
                "dotCategoryName": null,
                "communicateLevel": null,
                "communicateLevelName": null,
                "destination": "",
                "cargoType": "",
                "customerScale": null,
                "nextFollowTime": null,
                "nextDeliveryTime": null,
                "connectCount": 0,
                "userCouponStatus": null
            },
            {
                "opptyId": "1451095468447252481",
                "companyName": null,
                "contactName": "test",
                "contactPhone": "17620401234",
                "departmentId": "1410158857784233985",
                "departmentName": "电销一部一组",
                "memberId": "1379632925009420290",
                "memberName": "夕夏",
                "customerType": 2,
                "customerTypeName": "直客",
                "sourceId": 10,
                "sourceName": "官网注册",
                "customerStatus": 4,
                "customerStatusName": "成交客户",
                "importSource": 3,
                "importSourceName": "同事转交",
                "createTime": "2021-10-21 15:58:14",
                "companyId": "1451095468615024641",
                "allocator": "艾米",
                "firstAllocateTime": "2021-11-27 16:26:03",
                "lastAllocateTime": "2022-10-26 15:14:47",
                "failReason": [
                    10
                ],
                "failReasonName": "未接通",
                "failRemark": null,
                "priorityDesc": "1(有下单意愿/需要立即跟进)",
                "callOut": 1,
                "orderPeriod": 8,
                "orderPeriodName": "6个月未下单",
                "followPeriod": 8,
                "followPeriodName": null,
                "loginPeriod": 8,
                "loginPeriodName": "15天有登录",
                "lastFollowRemark": "未接通,开车",
                "lastUseImTime": "2023-02-28 14:38:14",
                "userLoginTime": "2023-02-28 14:38:14",
                "totalLoginCount": 222,
                "totalUseImCount": 20,
                "userId": "1448816556368052225",
                "cueQuality": 1,
                "phoneArea": "广东-深圳",
                "customerLevel": 1,
                "customerLevelName": "A",
                "shipmentPlace": null,
                "salesmans": "",
                "callCount": 16,
                "remainRecycleTime": null,
                "remainRecycleTimeName": null,
                "lastLookPriceTime": "2023-02-28 14:38:14",
                "lastLookSchemeTime": "2023-02-28 14:38:14",
                "customerMonthScope": null,
                "customerMonthScopeName": null,
                "customerMonthRate": null,
                "customerMonthRateName": null,
                "demandChannel": null,
                "frequentProducts": null,
                "nextSendTime": null,
                "nextExpectGmv": null,
                "monthExpectGmv": null,
                "dotCategory": null,
                "dotCategoryName": null,
                "communicateLevel": null,
                "communicateLevelName": null,
                "destination": "",
                "cargoType": "",
                "customerScale": null,
                "nextFollowTime": "2022-05-26 00:00:00",
                "nextDeliveryTime": null,
                "connectCount": 0,
                "userCouponStatus": 3
            },
            {
                "opptyId": "1384398594460184577",
                "companyName": "湛江",
                "contactName": null,
                "contactPhone": "17820140542",
                "departmentId": "1463762509753114625",
                "departmentName": "测试组",
                "memberId": "1556565713156960257",
                "memberName": "段誉",
                "customerType": 2,
                "customerTypeName": "直客",
                "sourceId": 233,
                "sourceName": null,
                "customerStatus": 1,
                "customerStatusName": "目标客户",
                "importSource": 3,
                "importSourceName": "同事转交",
                "createTime": "2021-04-20 14:48:40",
                "companyId": "1384398594460184578",
                "allocator": "段誉",
                "firstAllocateTime": "2022-10-09 15:59:22",
                "lastAllocateTime": "2022-10-09 15:59:22",
                "failReason": [
                    1
                ],
                "failReasonName": "首次跟进",
                "failRemark": null,
                "priorityDesc": null,
                "callOut": null,
                "orderPeriod": null,
                "orderPeriodName": null,
                "followPeriod": 8,
                "followPeriodName": null,
                "loginPeriod": null,
                "loginPeriodName": null,
                "lastFollowRemark": "B有做,不愿了解平台",
                "lastUseImTime": null,
                "userLoginTime": null,
                "totalLoginCount": 0,
                "totalUseImCount": 0,
                "userId": null,
                "cueQuality": null,
                "phoneArea": "广东湛江",
                "customerLevel": null,
                "customerLevelName": null,
                "shipmentPlace": null,
                "salesmans": "",
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修改于 2023-08-23 08:20:09
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