Customer Registration

Customer Registration is a common internal management mechanism in the foreign trade industry, typically used by salespersons to register potential customers they are developing with the company or superiors, in order to confirm ownership of the customer and avoid conflicts caused by multiple salespersons following the same customer simultaneously within the company. Usage scenarios are mostly seen in factories, foreign trade companies, or cross-border e-commerce teams. When salespersons obtain new customer leads through exhibitions, B2B platforms, social media, etc., they need to promptly register the customer name, source, contact information, etc. in the system or via email. Precautions include: registration usually has a validity period (such as 30 or 60 days), and if no deal is closed before expiration, it is released; registration must be truthful and accurate, and malicious preemptive registration is prohibited; different companies have different criteria for confirming registration, some require providing clear inquiry records from the customer. Unlike 'customer file creation,' registration focuses on temporary protection, while file creation is formally entering into the company's CRM system. In contrast to 'order collision,' registration is a means of preventing order collisions.