Customer Handover

Customer Handover refers to the process in foreign trade where, due to personnel changes, departmental adjustments, or corporate restructuring, existing customer resources and related business information (such as contact details, transaction history, contract terms, payment habits, special requirements, etc.) are formally transferred from one party to another. It commonly occurs in scenarios such as salesperson resignation, job rotation, change of agency rights, or mergers and acquisitions. Its core lies in ensuring continuity of customer experience and a smooth transition of business relationships, avoiding order loss or customer complaints due to unclear handover. Precautions include: obtaining explicit customer consent (especially when data privacy is involved, must comply with regulations such as GDPR); handover content should be documented in writing and signed by both parties; a transition period should be set up, with the original responsible person assisting the new responsible person in connecting; and it should be distinguished from 'Customer Transfer', which focuses more on ownership change, while handover emphasizes the transfer of responsibility at the operational level. Similar to 'Customer Transfer', but handover is more formal and systematic.