{"id":640,"date":"2025-09-08T16:00:57","date_gmt":"2025-09-08T16:00:57","guid":{"rendered":"https:\/\/upmlm.com\/help_zh_cn\/?post_type=tesserakb&#038;p=640"},"modified":"2026-03-17T16:10:53","modified_gmt":"2026-03-17T16:10:53","slug":"how-do-i-manage-my-leads-in-upmlm","status":"publish","type":"tesserakb","link":"https:\/\/upmlm.com\/help_zh_cn\/knowledgebase\/how-do-i-manage-my-leads-in-upmlm\/","title":{"rendered":"\u5982\u4f55\u5728UpMLM\u4e2d\u7ba1\u7406\u6211\u7684\u6f5c\u5728\u5ba2\u6237\uff1f"},"content":{"rendered":"<h1 class=\"scribe-title\">\u5982\u4f55\u7f16\u8f91\u548c\u7ba1\u7406\u6f5c\u5728\u5ba2\u6237\uff1f<\/h1>\n<div class=\"scribe-step\">\n<p class=\"scribe-step-text scribe-step-tip\">\u7b80\u4ecb<\/p>\n<p class=\"scribe-step-text scribe-step-tip\">\u5728\u672c\u6559\u7a0b\u4e2d\uff0c\u60a8\u5c06\u5b66\u4e60\u5982\u4f55\u5728 UpMLM \u4e2d\u7f16\u8f91\u548c\u7ba1\u7406\u6f5c\u5728\u5ba2\u6237\u3002\u901a\u8fc7\u672c\u6307\u5357\uff0c\u60a8\u5c06\u80fd\u591f\u66f4\u65b0\u6f5c\u5728\u5ba2\u6237\u8be6\u7ec6\u4fe1\u606f\u3001\u67e5\u770b\u6d3b\u52a8\u8bb0\u5f55\uff0c\u5e76\u91c7\u53d6\u6709\u52a9\u4e8e\u63a8\u52a8\u6f5c\u5728\u5ba2\u6237\u5728\u60a8\u6d41\u7a0b\u4e2d\u524d\u8fdb\u7684\u64cd\u4f5c\u3002<\/p>\n<\/div>\n<div class=\"scribe-step\">\n<p class=\"scribe-step-text\">1. ### <strong>\u6253\u5f00\u6f5c\u5728\u5ba2\u6237\u7248\u5757<\/strong><\/p>\n<p class=\"scribe-step-text\">\u4ece\u4e3b\u5bfc\u822a\u83dc\u5355\u4e2d\uff0c\u70b9\u51fb<strong>\u6f5c\u5728\u5ba2\u6237<\/strong>\u3002<\/p>\n<p class=\"scribe-step-text\">&gt; \u6b64\u90e8\u5206\u663e\u793a\u7cfb\u7edf\u4e2d\u5b58\u50a8\u7684\u6240\u6709\u6f5c\u5728\u5ba2\u6237\u3002<\/p>\n<\/div>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone  wp-image-895\" src=\"https:\/\/upmlm.com\/help_zh_cn\/wp-content\/uploads\/2025\/09\/ascreenshot_2eacfb34e043458188cf5ae86af0a25e_text_export.jpeg\" alt=\"\" width=\"558\" height=\"312\" srcset=\"https:\/\/upmlm.com\/help_zh_cn\/wp-content\/uploads\/sites\/47\/2025\/09\/ascreenshot_2eacfb34e043458188cf5ae86af0a25e_text_export.jpeg 2064w, https:\/\/upmlm.com\/help_zh_cn\/wp-content\/uploads\/sites\/47\/2025\/09\/ascreenshot_2eacfb34e043458188cf5ae86af0a25e_text_export-300x168.jpeg 300w, https:\/\/upmlm.com\/help_zh_cn\/wp-content\/uploads\/sites\/47\/2025\/09\/ascreenshot_2eacfb34e043458188cf5ae86af0a25e_text_export-1024x572.jpeg 1024w, https:\/\/upmlm.com\/help_zh_cn\/wp-content\/uploads\/sites\/47\/2025\/09\/ascreenshot_2eacfb34e043458188cf5ae86af0a25e_text_export-768x429.jpeg 768w, https:\/\/upmlm.com\/help_zh_cn\/wp-content\/uploads\/sites\/47\/2025\/09\/ascreenshot_2eacfb34e043458188cf5ae86af0a25e_text_export-1536x858.jpeg 1536w, https:\/\/upmlm.com\/help_zh_cn\/wp-content\/uploads\/sites\/47\/2025\/09\/ascreenshot_2eacfb34e043458188cf5ae86af0a25e_text_export-2048x1144.jpeg 2048w\" sizes=\"(max-width: 558px) 100vw, 558px\" \/><\/p>\n<div class=\"scribe-step\">\n<p class=\"scribe-step-text\">2. ### <strong>\u9009\u62e9\u6f5c\u5728\u5ba2\u6237<\/strong><\/p>\n<p class=\"scribe-step-text\">\u627e\u5230\u60a8\u60f3\u8981\u7ba1\u7406\u7684\u6f5c\u5728\u5ba2\u6237\uff0c\u5e76\u70b9\u51fb\u5176\u59d3\u540d\u3002<\/p>\n<p class=\"scribe-step-text\">&gt; \u8fd9\u5c06\u6253\u5f00\u8be5\u6f5c\u5728\u5ba2\u6237\u7684\u8be6\u7ec6\u8d44\u6599\u89c6\u56fe\u3002<\/p>\n<\/div>\n<p class=\"scribe-screenshot-container\"><img decoding=\"async\" class=\"scribe-screenshot\" src=\"https:\/\/upmlm.com\/help_zh_cn\/wp-content\/uploads\/2025\/09\/ascreenshot_702f1418755145fe8252cdab0f8ebf6d_text_export-29.jpeg\" alt=\"\" width=\"560\" \/><\/p>\n<div class=\"scribe-step\">\n<p class=\"scribe-step-text\">3. ### <strong>\u5bf9\u6f5c\u5728\u5ba2\u6237\u6267\u884c\u64cd\u4f5c<\/strong><\/p>\n<p class=\"scribe-step-text\">\u4f7f\u7528\u53ef\u7528\u7684\u64cd\u4f5c\uff0c\u4f8b\u5982\uff1a<\/p>\n<ul>\n<li>\n<p class=\"scribe-step-text\">\u6dfb\u52a0\u5907\u6ce8<\/p>\n<\/li>\n<li>\n<p class=\"scribe-step-text\">\u6dfb\u52a0\u7528\u4e8e\u5206\u6bb5\u7684\u6807\u7b7e<\/p>\n<\/li>\n<\/ul>\n<p class=\"scribe-step-text\">&gt; \u8fd9\u4e9b\u64cd\u4f5c\u6709\u52a9\u4e8e\u60a8\u5728\u8ddf\u8fdb\u8fc7\u7a0b\u4e2d\u4fdd\u6301\u8fde\u8d2f\u6027\u548c\u6761\u7406\u6027\u3002<\/p>\n<\/div>\n<p class=\"scribe-screenshot-container\"><img decoding=\"async\" class=\"scribe-screenshot\" src=\"https:\/\/upmlm.com\/help_zh_cn\/wp-content\/uploads\/2025\/09\/ascreenshot_9473de2fd7d44151b924e96d7d173c73_text_export-25.jpeg\" alt=\"\" width=\"560\" \/><\/p>\n<div class=\"scribe-step\">\n<p class=\"scribe-step-text\">4. <strong>\u6807\u7b7e<\/strong><\/p>\n<p class=\"scribe-step-text\">\u70b9\u51fb\u201c\u6dfb\u52a0\u6807\u7b7e\u201d\u4ee5\u6253\u5f00\u6807\u7b7e\u83dc\u5355<\/p>\n<\/div>\n<p class=\"scribe-screenshot-container\"><img decoding=\"async\" class=\"scribe-screenshot\" src=\"https:\/\/upmlm.com\/help_zh_cn\/wp-content\/uploads\/2025\/09\/ascreenshot_97188ec6a63746698fba7ef542b43827_text_export-23.jpeg\" alt=\"\" width=\"560\" \/><\/p>\n<div class=\"scribe-step\">\n<p class=\"scribe-step-text\">5. <strong>\u4e2a\u6027\u5316\u6807\u7b7e<\/strong><\/p>\n<p class=\"scribe-step-text\">\u521b\u5efa\u5bf9\u60a8\u7ec6\u5206\u6f5c\u5728\u5ba2\u6237\u6709\u7528\u7684\u6807\u7b7e<\/p>\n<\/div>\n<p class=\"scribe-screenshot-container\"><img decoding=\"async\" class=\"scribe-screenshot\" src=\"https:\/\/upmlm.com\/help_zh_cn\/wp-content\/uploads\/2025\/09\/ascreenshot_40d1d69f87674fbf9c980aaafea76e53_text_export-23.jpeg\" alt=\"\" width=\"560\" \/><\/p>\n<div class=\"scribe-step\">\n<p class=\"scribe-step-text\">6. <strong>\u7f16\u8f91\u4e2a\u4eba\u4fe1\u606f<\/strong><\/p>\n<p class=\"scribe-step-text\">\u70b9\u51fb<strong>\u7f16\u8f91<\/strong>\u4ee5\u6253\u5f00\u6f5c\u5728\u5ba2\u6237\u8d44\u6599\u7f16\u8f91\u5668<\/p>\n<\/div>\n<p class=\"scribe-screenshot-container\"><img decoding=\"async\" class=\"scribe-screenshot\" src=\"https:\/\/upmlm.com\/help_zh_cn\/wp-content\/uploads\/2025\/09\/ascreenshot_f2594250c42542688c2b829fc38aa0a4_text_export-23.jpeg\" alt=\"\" width=\"560\" \/><\/p>\n<div class=\"scribe-step\">\n<p class=\"scribe-step-text\">7. ### <strong>\u7f16\u8f91\u6f5c\u5728\u5ba2\u6237\u4fe1\u606f<\/strong><\/p>\n<p class=\"scribe-step-text\">\u70b9\u51fb<strong>\u7f16\u8f91<\/strong>\u6216\u9009\u62e9\u53ef\u7f16\u8f91\u5b57\u6bb5\u4ee5\u66f4\u65b0\u4fe1\u606f\uff0c\u4f8b\u5982\uff1a<\/p>\n<ul>\n<li>\n<p class=\"scribe-step-text\">\u59d3\u540d<\/p>\n<\/li>\n<li>\n<p class=\"scribe-step-text\">\u8054\u7cfb\u65b9\u5f0f<\/p>\n<\/li>\n<li>\n<p class=\"scribe-step-text\">\u72b6\u6001<\/p>\n<\/li>\n<li>\n<p class=\"scribe-step-text\">\u5907\u6ce8<\/p>\n<\/li>\n<\/ul>\n<p class=\"scribe-step-text\">&gt; \u4fdd\u6301\u6f5c\u5728\u5ba2\u6237\u4fe1\u606f\u66f4\u65b0\u53ef\u63d0\u9ad8\u8ddf\u8fdb\u7684\u51c6\u786e\u6027\u3002<\/p>\n<\/div>\n<p class=\"scribe-screenshot-container\"><img decoding=\"async\" class=\"scribe-screenshot\" src=\"https:\/\/upmlm.com\/help_zh_cn\/wp-content\/uploads\/2025\/09\/ascreenshot_a2f7ff2a660144258ecba58e4072f545_text_export-24.jpeg\" alt=\"\" width=\"560\" \/><\/p>\n<div class=\"scribe-step\">\n<p class=\"scribe-step-text scribe-step-tip\">\u63d0\u793a\uff1a## \u5b9e\u7528\u6280\u5de7<\/p>\n<ul>\n<li>\n<p class=\"scribe-step-text scribe-step-tip\"><strong>\u5b9a\u671f\u66f4\u65b0\u72b6\u6001\uff1a<\/strong>\u8fd9\u6709\u52a9\u4e8e\u4f18\u5148\u5904\u7406\u6f5c\u5728\u5ba2\u6237\u5e76\u89c4\u5212\u4e0b\u4e00\u6b65\u884c\u52a8\u3002<\/p>\n<\/li>\n<li>\n<p class=\"scribe-step-text scribe-step-tip\"><strong>\u575a\u6301\u4f7f\u7528\u5907\u6ce8\uff1a<\/strong>\u5907\u6ce8\u4e3a\u672a\u6765\u7684\u4e92\u52a8\u63d0\u4f9b\u80cc\u666f\u4fe1\u606f\u3002<\/p>\n<\/li>\n<li>\n<p class=\"scribe-step-text scribe-step-tip\"><strong>\u8054\u7cfb\u524d\u67e5\u770b\u6d3b\u52a8\u8bb0\u5f55\uff1a<\/strong>\u4e2a\u6027\u5316\u7684\u8ddf\u8fdb\u80fd\u63d0\u9ad8\u53c2\u4e0e\u5ea6\u3002<\/p>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"scribe-step\">\n<p class=\"scribe-step-text scribe-step-tip\">\u63d0\u793a\uff1a## \u7ed3\u8bba<\/p>\n<p class=\"scribe-step-text scribe-step-tip\">\u5728 UpMLM \u4e2d\u7f16\u8f91\u548c\u7ba1\u7406\u6f5c\u5728\u5ba2\u6237\u4f7f\u60a8\u80fd\u591f\u4fdd\u6301\u51c6\u786e\u7684\u8bb0\u5f55\u5e76\u8fdb\u884c\u6709\u6548\u7684\u8ddf\u8fdb\u3002\u59a5\u5584\u7684\u6f5c\u5728\u5ba2\u6237\u7ba1\u7406\u80fd\u63d0\u9ad8\u7ec4\u7ec7\u6027\u3001\u6c9f\u901a\u6548\u7387\u4ee5\u53ca\u6574\u4f53\u7684\u8f6c\u5316\u6f5c\u529b\u3002<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>\u5982\u4f55\u7f16\u8f91\u548c\u7ba1\u7406\u6f5c\u5728\u5ba2\u6237\uff1f \u7b80\u4ecb \u5728\u672c\u6559\u7a0b\u4e2d\uff0c\u60a8\u5c06\u5b66\u4e60\u5982\u4f55\u5728 UpMLM \u4e2d\u7f16\u8f91\u548c\u7ba1\u7406\u6f5c\u5728\u5ba2\u6237\u3002\u901a\u8fc7\u672c\u6307\u5357\uff0c\u60a8\u5c06\u80fd\u591f\u66f4\u65b0\u6f5c\u5728\u5ba2\u6237\u8be6\u7ec6\u4fe1\u606f\u3001\u67e5\u770b\u6d3b\u52a8\u8bb0\u5f55\uff0c\u5e76\u91c7\u53d6\u6709\u52a9\u4e8e\u63a8\u52a8\u6f5c\u5728\u5ba2\u6237\u5728\u60a8\u6d41\u7a0b\u4e2d\u524d\u8fdb\u7684\u64cd\u4f5c\u3002 1. ### \u6253\u5f00\u6f5c\u5728\u5ba2\u6237\u7248\u5757 \u4ece\u4e3b\u5bfc\u822a\u83dc\u5355\u4e2d\uff0c\u70b9\u51fb\u6f5c\u5728\u5ba2\u6237\u3002 &gt; \u6b64\u90e8\u5206\u663e\u793a\u7cfb\u7edf\u4e2d\u5b58\u50a8\u7684\u6240\u6709\u6f5c\u5728\u5ba2\u6237\u3002 2. ### \u9009\u62e9\u6f5c\u5728\u5ba2\u6237 \u627e\u5230\u60a8\u60f3\u8981\u7ba1\u7406\u7684\u6f5c\u5728\u5ba2\u6237\uff0c\u5e76\u70b9\u51fb\u5176\u59d3\u540d\u3002 &gt; \u8fd9\u5c06\u6253\u5f00\u8be5\u6f5c\u5728\u5ba2\u6237\u7684\u8be6\u7ec6\u8d44\u6599\u89c6\u56fe\u3002 3. ### \u5bf9\u6f5c\u5728\u5ba2\u6237\u6267\u884c\u64cd\u4f5c \u4f7f\u7528\u53ef\u7528\u7684\u64cd\u4f5c\uff0c\u4f8b\u5982\uff1a \u6dfb\u52a0\u5907\u6ce8 \u6dfb\u52a0\u7528\u4e8e\u5206\u6bb5\u7684\u6807\u7b7e &gt; \u8fd9\u4e9b\u64cd\u4f5c\u6709\u52a9\u4e8e\u60a8\u5728\u8ddf\u8fdb\u8fc7\u7a0b\u4e2d\u4fdd\u6301\u8fde\u8d2f\u6027\u548c\u6761\u7406\u6027\u3002 4. \u6807\u7b7e \u70b9\u51fb\u201c\u6dfb\u52a0\u6807\u7b7e\u201d\u4ee5\u6253\u5f00\u6807\u7b7e\u83dc\u5355 5. \u4e2a\u6027\u5316\u6807\u7b7e \u521b\u5efa\u5bf9\u60a8\u7ec6\u5206\u6f5c\u5728\u5ba2\u6237\u6709\u7528\u7684\u6807\u7b7e 6. \u7f16\u8f91\u4e2a\u4eba\u4fe1\u606f \u70b9\u51fb\u7f16\u8f91\u4ee5\u6253\u5f00\u6f5c\u5728\u5ba2\u6237\u8d44\u6599\u7f16\u8f91\u5668 7. ### \u7f16\u8f91\u6f5c\u5728\u5ba2\u6237\u4fe1\u606f \u70b9\u51fb\u7f16\u8f91\u6216\u9009\u62e9\u53ef\u7f16\u8f91\u5b57\u6bb5\u4ee5\u66f4\u65b0\u4fe1\u606f\uff0c\u4f8b\u5982\uff1a \u59d3\u540d \u8054\u7cfb\u65b9\u5f0f \u72b6\u6001 \u5907\u6ce8 &gt; \u4fdd\u6301\u6f5c\u5728\u5ba2\u6237\u4fe1\u606f\u66f4\u65b0\u53ef\u63d0\u9ad8\u8ddf\u8fdb\u7684\u51c6\u786e\u6027\u3002 \u63d0\u793a\uff1a## \u5b9e\u7528\u6280\u5de7 \u5b9a\u671f\u66f4\u65b0\u72b6\u6001\uff1a\u8fd9\u6709\u52a9\u4e8e\u4f18\u5148\u5904\u7406\u6f5c\u5728\u5ba2\u6237\u5e76\u89c4\u5212\u4e0b\u4e00\u6b65\u884c\u52a8\u3002 \u575a\u6301\u4f7f\u7528\u5907\u6ce8\uff1a\u5907\u6ce8\u4e3a\u672a\u6765\u7684\u4e92\u52a8\u63d0\u4f9b\u80cc\u666f\u4fe1\u606f\u3002 \u8054\u7cfb\u524d\u67e5\u770b\u6d3b\u52a8\u8bb0\u5f55\uff1a\u4e2a\u6027\u5316\u7684\u8ddf\u8fdb\u80fd\u63d0\u9ad8\u53c2\u4e0e\u5ea6\u3002 \u63d0\u793a\uff1a## \u7ed3\u8bba \u5728 UpMLM \u4e2d\u7f16\u8f91\u548c\u7ba1\u7406\u6f5c\u5728\u5ba2\u6237\u4f7f\u60a8\u80fd\u591f\u4fdd\u6301\u51c6\u786e\u7684\u8bb0\u5f55\u5e76\u8fdb\u884c\u6709\u6548\u7684\u8ddf\u8fdb\u3002\u59a5\u5584\u7684\u6f5c\u5728\u5ba2\u6237\u7ba1\u7406\u80fd\u63d0\u9ad8\u7ec4\u7ec7\u6027\u3001\u6c9f\u901a\u6548\u7387\u4ee5\u53ca\u6574\u4f53\u7684\u8f6c\u5316\u6f5c\u529b\u3002<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_acf_changed":false,"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"tessera_post_format_link":""},"tesserakbcats":[67],"tesserakbtags":[],"class_list":["post-640","tesserakb","type-tesserakb","status-publish","format-standard","hentry","tesserakbcats-leads"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>\u5982\u4f55\u5728UpMLM\u4e2d\u7ba1\u7406\u6211\u7684\u6f5c\u5728\u5ba2\u6237\uff1f - UpMLM \u5e2e\u52a9<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/upmlm.com\/help_zh_cn\/knowledgebase\/how-do-i-manage-my-leads-in-upmlm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"\u5982\u4f55\u5728UpMLM\u4e2d\u7ba1\u7406\u6211\u7684\u6f5c\u5728\u5ba2\u6237\uff1f - UpMLM \u5e2e\u52a9\" \/>\n<meta property=\"og:description\" content=\"\u5982\u4f55\u7f16\u8f91\u548c\u7ba1\u7406\u6f5c\u5728\u5ba2\u6237\uff1f \u7b80\u4ecb \u5728\u672c\u6559\u7a0b\u4e2d\uff0c\u60a8\u5c06\u5b66\u4e60\u5982\u4f55\u5728 UpMLM 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\u4f7f\u7528\u53ef\u7528\u7684\u64cd\u4f5c\uff0c\u4f8b\u5982\uff1a \u6dfb\u52a0\u5907\u6ce8 \u6dfb\u52a0\u7528\u4e8e\u5206\u6bb5\u7684\u6807\u7b7e &gt; \u8fd9\u4e9b\u64cd\u4f5c\u6709\u52a9\u4e8e\u60a8\u5728\u8ddf\u8fdb\u8fc7\u7a0b\u4e2d\u4fdd\u6301\u8fde\u8d2f\u6027\u548c\u6761\u7406\u6027\u3002 4. \u6807\u7b7e \u70b9\u51fb\u201c\u6dfb\u52a0\u6807\u7b7e\u201d\u4ee5\u6253\u5f00\u6807\u7b7e\u83dc\u5355 5. \u4e2a\u6027\u5316\u6807\u7b7e \u521b\u5efa\u5bf9\u60a8\u7ec6\u5206\u6f5c\u5728\u5ba2\u6237\u6709\u7528\u7684\u6807\u7b7e 6. \u7f16\u8f91\u4e2a\u4eba\u4fe1\u606f \u70b9\u51fb\u7f16\u8f91\u4ee5\u6253\u5f00\u6f5c\u5728\u5ba2\u6237\u8d44\u6599\u7f16\u8f91\u5668 7. ### \u7f16\u8f91\u6f5c\u5728\u5ba2\u6237\u4fe1\u606f \u70b9\u51fb\u7f16\u8f91\u6216\u9009\u62e9\u53ef\u7f16\u8f91\u5b57\u6bb5\u4ee5\u66f4\u65b0\u4fe1\u606f\uff0c\u4f8b\u5982\uff1a \u59d3\u540d \u8054\u7cfb\u65b9\u5f0f \u72b6\u6001 \u5907\u6ce8 &gt; 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