客户模块
注意事项
此处CRM所有接口仅针对新版CRM，若要使用，请先升级至新CRM
如何认证
见 如何认证
统一返回格式
结构：code（状态码）、message（提示信息）、data（数据）
{
"code":200,
"message": "ok",
"data":[]
}
获取新增客户表单接口
接口地址
https://e-crm.icsoc.net/openapi/v1/client/form/fields
请求方式
curl -X GET \
https://e-crm.icsoc.net/openapi/v1/client/form/fields \
-H access-token={access-token} \
字段说明
- access-token：认证文档中的access_token
响应结果
{
"code": 200,
"message": "ok",
"data": [
{
"field_name": "cle_name",
"field_label": "客户名称",
"options": [],
"field_type": "input",
"is_required": 1
},
{
"field_name": "cle_phone",
"field_label": "客户电话",
"options": [],
"field_type": "telephone",
"is_required": 1
},
{
"field_name": "cle_source",
"field_label": "下拉123",
"options": {
"customFieldsOptionNames": [
{
"text": "2",
"value": 7
},
{
"text": "3",
"value": 8
},
{
"text": "4",
"value": 9
}
],
"customFieldsOptionNamesKeys": [
"0",
"1",
"2"
],
"customFieldsOptionDefault": 2,
"customFieldsOptionCount": 3
},
"field_type": "select",
"is_required": 0
},
、、、
]
}
字段说明
- field_name：字段唯一标识
- field_label：字段名称
- options：字段特殊选项设置，不同字段类型参见附录
- field_type：字段类型，所有字段类型参见附录
- is_requried：是否必填
新增客户接口
接口地址
https://e-crm.icsoc.net/openapi/v1/client
请求方式
curl -X POST \
https://e-crm.icsoc.net/openapi/v1/client \
-H "accept: application/json" \
-H "access-token: {access-token}" \
-H "Content-Type: application/json" \
-d '{
"cle_name": "张三",
"cle_phone": "13800138001",
"cle_source": 1,
"cle_type": 2,
"cle_grade": 1
}'
字段说明
- access-token：认证文档中的access_token
- cle_name：客户名称
- cle_phone：客户电话
- cle_source：客户来源
- cle_type：客户类型
- 更多字段参考新增客户表单字段接口返回结果
响应结果
{
"code": 200,
"message": "ok",
"data": {
"id": "6471958203390476289",
"_id": 6471958203390476289
}
}
字段说明
- id：客户ID（string类型）
- _id：客户ID（int类型）
批量新增客户接口
批量新增客户100条以内采取同步机制，请求接口需等待返回。100条以上采取异步机制。
接口地址
https://e-crm.icsoc.net/openapi/v1/clients
请求方式
curl -X POST \
http://e-crm-dev-k8s.icsoc.net/api/clients \
-H "accept: application/json" \
-H "access-token: {access-token}" \
-H "Content-Type: application/json" \
-d '[{
"cle_name": "张三",
"cle_phone": "13800138001",
"cle_source": 1,
"cle_type": 2,
"cle_grade": 1
}, {
"cle_name": "李四",
"cle_phone": "13800138001",
"cle_source": 1,
"cle_type": 3,
"cle_grade": 1
},{
"cle_name": "王五",
"cle_phone": "13800138001",
"cle_source": 1,
"cle_type": 1,
"cle_grade": 1
}]'
字段说明
- access-token：认证文档中的access_token
- cle_id: 客户ID 必填
- cle_name：客户名称
- cle_phone：客户电话
- cle_source：客户来源
- cle_type：客户类型
- 更多字段参考编辑客户表单字段接口返回结果
响应结果
同步：
{
"code": 200,
"message": "ok",
"data": {
"type": "sync",
"success_ids": [
6471966599082655745,
6471966599950876673,
6471966600479358977
],
"error_data": []
}
}
异步：
{
"code": 200,
"message": "ok",
"data": {
"type": "async",
"token": "6470934436405035009"
}
}
字段说明
- type：同步异步类型（async：异步；sync：同步）
- token：异步时返回该字段，用于查询批量新增客户的进度
- success_ids：成功的客户ID集合
- error_data：错误数据原因集合
异步查询批量添加客户任务进度接口
接口地址
https://e-crm.icsoc.net/openapi/v1/task/{task_id}
请求方式
curl -X GET \
http://e-crm-dev-k8s.icsoc.net/openapi/v1/task/{task_id} \
-H "accept: application/json" \
字段说明
- access-token：认证文档中的access_token
- task_id: 任务ID 必填
响应结果
{
"code": 200,
"message": "ok",
"data": {
"task_id": "6470932320059899905",
"total": 110,
"success_rows": 110,
"fail_rows": 0,
"progress": "100%"
}
}
字段说明
- task_id：任务ID（string类型）
- total：总数
- success_rows：成功数
- fail_rows：失败数
- progress：任务进度百分比
客户信息接口
接口地址
https://e-crm.icsoc.net/openapi/v1/client/{cle_id}
请求方式
curl -X GET \
http://e-crm-dev-k8s.icsoc.net/api/client/{cle_id} \
-H "accept: application/json" \
字段说明
- access-token：认证文档中的access_token
- cle_id: 客户ID 必填
响应结果
{
"code": 200,
"message": "ok",
"data": {
"_id": 6471966599082655745,
"cle_name": "张三",
"cle_phone": "13800138001",
"cle_source": 1,
"cle_source_name": "官网注册",
"cle_type": 2,
"cle_type_name": "成交客户",
"cle_grade": 1,
"cle_grade_name": "普通客户",
"sale_charge_user_id": 0,
"service_charge_user_id": 0,
"is_win_order": 2,
"is_win_order_name": "否",
"last_assign_time": 0,
"last_recycle_time": 0,
"transfer_public_reason_id": 0,
"create_type": 3,
"import_task_id": 0,
"create_user_id": 90000172,
"create_time": 1543037080,
"update_user_id": 90000172,
"update_time": 1543037080,
"last_contact_user_id": 0,
"last_contact_time": 0,
"original_id": 0,
"cle_pinyin": "张三",
"sale_charge_user_name": "",
"sale_charge_department_id": 0,
"sale_charge_department_name": "",
"service_charge_user_name": "",
"service_charge_department_id": 0,
"service_charge_department_name": "",
"last_contact_user_name": "",
"last_contact_department_id": 0,
"last_contact_department_name": "",
"create_type_name": "对外API",
"transfer_public_reason_name": "",
"opportunity_num": 0,
"import_task_name": "",
"im_third_id": "",
"create_role_id": 1,
"create_role_name": "BOSS",
"switch_times": 0,
"vcc_id": 90000000,
"create_user_name": "8002 8002坐席",
"create_department_id": 1,
"create_department_name": "公司",
"update_user_name": "8002 8002坐席",
"update_department_id": 1,
"update_department_name": "公司",
"id": "6471966599082655745",
"no_contact_days": "",
、、、
}
}
字段说明
- cle_name：客户名称
- cle_phone：客户电话
- cle_source：客户来源
- cle_type：客户类型
- 更多字段参考客户字段说明参考
编辑客户表单接口
接口地址
https://e-crm.icsoc.net/openapi/v1/client/{cle_id}/form/fields
请求方式
curl -X GET \
https://e-crm.icsoc.net/openapi/v1/client/{cle_id}/form/fields \
-H access-token={access-token} \
字段说明
- access-token：认证文档中的access_token
- cle_id：客户ID 必填
响应结果
{
"code": 200,
"message": "ok",
"data": [
{
"field_name": "cle_name",
"field_label": "客户名称",
"options": [],
"field_type": "input",
"is_required": 1,
"field_value": "open_api"
},
{
"field_name": "cle_phone",
"field_label": "客户电话",
"options": [],
"field_type": "telephone",
"is_required": 1,
"field_value": "13222122121"
},
{
"field_name": "cle_source",
"field_label": "下拉123",
"options": {
"customFieldsOptionNames": [
{
"text": "2",
"value": 7
},
{
"text": "3",
"value": 8
},
{
"text": "4",
"value": 9
}
],
"customFieldsOptionNamesKeys": [
"0",
"1",
"2"
],
"customFieldsOptionDefault": 2,
"customFieldsOptionCount": 3
},
"field_type": "select",
"is_required": 0,
"field_value": 0
},
{
"field_name": "cle_type",
"field_label": "客户类型",
"options": {
"customFieldsOptionNames": [
{
"text": "潜在客户",
"value": 1
},
{
"text": "成交客户",
"value": 2
},
{
"text": "流失客户",
"value": 3
}
],
"customFieldsOptionNamesKeys": [
0,
1,
2
],
"customFieldsOptionDefault": "",
"customFieldsOptionCount": 3
},
"field_type": "select",
"is_required": 1,
"field_value": 1
},
、、、
]
}
字段说明
- field_name：字段唯一标识
- field_label：字段名称
- options：字段特殊选项设置，不同字段类型参见附录
- field_type：字段类型，所有字段类型参见附录
- is_requried：是否必填
- field_value：编辑字段当前值
编辑客户接口
接口地址
https://e-crm.icsoc.net/openapi/v1/client/{cle_id}
请求方式
curl -X PUT \
http://e-crm-dev-k8s.icsoc.net/api/client/{cle_id} \
-H "accept: application/json" \
-H "access-token: {access-token}" \
-H "Content-Type: application/json" \
-d '{
"cle_name": "张三",
"cle_phone": "13800138001",
"cle_source": 1,
"cle_type": 2,
"cle_grade": 1,
、、、
}'
字段说明
- access-token：认证文档中的access_token
- cle_id: 客户ID 必填
- cle_name：客户名称
- cle_phone：客户电话
- cle_source：客户来源
- cle_type：客户类型
- 更多字段参考编辑客户表单字段接口返回结果
响应结果
{
"code": 200,
"message": "ok",
"data": {
"id": "6471958203390476289",
"_id": 6471958203390476289
}
}
字段说明
- id：客户ID（string类型）
- _id：客户ID（int类型）
客户列表接口
接口地址
https://e-crm.icsoc.net/openapi/v1/client/clients?page_size={page_size}&cle_name={cle_name}&cle_phone={cle_phone}&sort={sort}&order={order}
请求方式
curl -X GET \
https://e-crm.icsoc.net/openapi/v1/client/clients?page_size=2&cle_phone=18771124369&sort=create_time&order=desc&create_time=2019/01/01&update_time=2019/01/01&cursor=WzE1NDIzNTA0NzgsImNybV9jbGllbnRzIzY0NjkwODY3ODA0NTYxNTcxODUiXQQD
-H "accept: application/json" \
-H "access-token: {access-token}" \
-H "Content-Type: application/json"
字段说明
- access-token：认证文档中的access_token
- cursor: 游标，第一次查询时无需传该值，后续查询时，将上一次查询获取数据中的cursor传递过来即可，此字段用于分页查询
- page_size：查询数据条数。可选，默认为10。
- cle_name：客户名称，若有值，返回符合条件的数据，匹配规则为模糊匹配。
- cle_phone：客户电话，若有值，返回符合条件的数据，匹配规则为精确匹配。
- create_time：创建时间，若有值，返回该时间之后的数据，时间格式支持2019-01-01或者2019/01/01
- update_time：更新时间，若有值，返回该时间之后的数据，时间格式支持2019-01-01或者2019/01/01
- sort：排序字段，若有值，根据字段进行排序返回，默认为create_time。
- order：排序规则（asc,desc），默认为降序desc
响应结果
{
"code": 200,
"message": "ok",
"data": {
"cursor": "WzE1NDIzNTA0NzgsImNybV9jbGllbnRzIzY0NjkwODY3ODA0NTYxNTcxODUiXQQD",
"total": 2,
"rows": [
{
"_id": 6471190080697647105,
"cle_name": "ceshi ",
"cle_phone": "18771124369",
"cle_source": 1,
"cle_source_name": "官网注册",
"cle_type": 1,
"cle_type_name": "潜在客户",
"cle_grade": 2,
"cle_grade_name": "重点客户",
"sale_charge_user_id": 90002395,
"service_charge_user_id": 0,
"is_win_order": 2,
"is_win_order_name": "否",
"last_assign_time": 1542851944,
"last_recycle_time": 0,
"transfer_public_reason_id": 0,
"create_type": 0,
"import_task_id": 0,
"create_user_id": 90002395,
"create_time": 1542851944,
"update_user_id": 90002395,
"update_time": 1542851944,
"last_contact_user_id": 90000172,
"last_contact_time": 1542855369,
"datasource_6469093183677775873": [],
"datasource_6469093183677775873_name": "",
"datasource_6469093223150370817": [],
"datasource_6469093223150370817_name": "",
"input_6470108518023413761": "默认值测试",
"textarea_6470108592325509121": "",
"select_6470108723137462273": 2,
"select_6470108723137462273_name": "222222222222222",
"radio_6470108813340164097": 2,
"radio_6470108813340164097_name": "222222222222222",
"checkbox_6470108890934788097": [],
"checkbox_6470108890934788097_name": "",
"datetime_6470108953748684801": 1542556800,
"cascade_6470109026154954753": [],
"cascade_6470109026154954753_name": "",
"city_6470109140181303297": [],
"city_6470109140181303297_name": "",
"telephone_6470109718877814785": "132222212312312",
"email_6470109810384945153": "",
"number_6470109847739416577": 3,
"attachment_6470109901174849537": [],
"attachment_6470109999745187841": [],
"input_6470212194209611777": "",
"city_6470212275625246721": [],
"city_6470212275625246721_name": "",
"input_6470212373881012225": "",
"input_6470212433549180929": "",
"input_6470212479275483137": "",
"input_6470212529321918465": "",
"select_6470213535355092993": 0,
"select_6470213535355092993_name": "",
"input_6470213585858707457": "",
"input_6470213645757562881": "",
"select_6470215797540372481": 0,
"select_6470215797540372481_name": "",
"radio_6470475943239729153": 0,
"radio_6470475943239729153_name": "",
"radio_6470477758073126913": 0,
"radio_6470477758073126913_name": "",
"input_6470524366294859777": "",
"attachment_6470524827785740289": [],
"original_id": 0,
"cle_pinyin": "luquanceshi ",
"sale_charge_user_name": "1214 te",
"sale_charge_department_id": 39,
"sale_charge_department_name": "测试分配策略",
"service_charge_user_name": "",
"service_charge_department_id": 0,
"service_charge_department_name": "",
"last_contact_user_name": "8002 8002坐席",
"last_contact_department_id": 1,
"last_contact_department_name": "公司",
"create_type_name": "手动创建",
"transfer_public_reason_name": "",
"opportunity_num": 0,
"import_task_name": "",
"im_third_id": "",
"create_role_id": 19,
"create_role_name": "测试",
"switch_times": 1,
"vcc_id": 90000000,
"create_user_name": "1214 te",
"create_department_id": 39,
"create_department_name": "测试分配策略",
"update_user_name": "1214 te",
"update_department_id": 39,
"update_department_name": "测试分配策略",
"id": "6471190080697647105"
},
{
"_id": 6469086833795121153,
"cle_name": "ce",
"cle_phone": "18771124369",
"cle_source": 0,
"cle_source_name": "",
"cle_type": 0,
"cle_type_name": "",
"cle_grade": 0,
"cle_grade_name": "",
"sale_charge_user_id": 0,
"service_charge_user_id": 0,
"is_win_order": 2,
"is_win_order_name": "否",
"last_assign_time": 1542590520,
"last_recycle_time": 1542898893,
"transfer_public_reason_id": 0,
"create_type": 1,
"import_task_id": 6469086759920844801,
"create_user_id": 90002396,
"create_time": 1542350490,
"update_user_id": 90002396,
"update_time": 1542350490,
"last_contact_user_id": 0,
"last_contact_time": 0,
"original_id": 0,
"cle_pinyin": "ce",
"sale_charge_user_name": "",
"sale_charge_department_id": 0,
"sale_charge_department_name": "",
"service_charge_user_name": "",
"service_charge_department_id": 0,
"service_charge_department_name": "",
"last_contact_user_name": "",
"last_contact_department_id": 0,
"last_contact_department_name": "",
"create_type_name": "批量导入",
"transfer_public_reason_name": "",
"opportunity_num": 0,
"import_task_name": "20181116143839",
"im_third_id": "",
"create_role_id": 3,
"create_role_name": "组长",
"switch_times": 2,
"vcc_id": 90000000,
"create_user_name": "10586 sunxin",
"create_department_id": 2,
"create_department_name": "销售部",
"update_user_name": "10586 test",
"update_department_id": 2,
"update_department_name": "销售部",
"id": "6469086833795121153"
},
、、、
]
}
}
字段说明
- total：总条数
- rows：结果集 字段详情参见客户字段说明参考
删除客户接口
支持批量删除
接口地址
https://e-crm.icsoc.net/openapi/v1/client
请求方式
curl -X DELETE \
http://e-crm-dev-k8s.icsoc.net/api/client \
-H "accept: application/json" \
-H "access-token: {access-token}" \
-H "Content-Type: application/json" \
-d '{
"ids":[6471190080697647105,6469086833795121153]
}'
字段说明
- access-token：认证文档中的access_token
- ids：客户ID集合
响应结果
{
"code": 200,
"message": "ok",
"data": []
}
客户持有商机列表
接口地址
https://e-crm.icsoc.net/openapi/v1/client/{cle_id}/opportunities?page={page}&page_size={page_size}
请求方式
curl -X GET \
https://e-crm.icsoc.net/openapi/v1/client/{cle_id}/opportunities?page={page}&page_size={page_size} \
-H "accept: application/json" \
-H "access-token: {access-token}" \
-H "Content-Type: application/json"
字段说明
- access-token：认证文档中的access_token
- cle_id: 客户ID
- page: 当前页码数。可选，默认为1。
- page_size：客户名称每页显示条数。可选，默认为10。
响应结果
{
"code": 200,
"message": "ok",
"data": {
"total": 1,
"rows": [
{
"_id": 6471193127100334081,
"opty_name": "123123",
"cle_id": 6470844909275561985,
"opty_type": 1,
"opty_type_name": "新客户商机",
"opty_source": 1,
"opty_source_name": "官网注册",
"opty_stage": 22,
"lose_order_reason": 0,
"lose_order_remark": "",
"sale_charge_user_id": 90002395,
"create_user_id": 90000172,
"create_time": 1542852670,
"update_user_id": 90000172,
"update_time": 1542852670,
"last_contact_user_id": 90000172,
"last_contact_time": 1542936866,
"cle_name": "1112321323",
"cle_phone": "3121123123",
"opty_stage_name": "初步洽谈",
"lose_order_reason_name": "",
"sale_charge_user_name": "1214 test",
"sale_charge_department_id": 39,
"sale_charge_department_name": "测试分配策略",
"last_contact_user_name": "8002 8002坐席",
"last_contact_department_id": 1,
"last_contact_department_name": "公司",
"vcc_id": 90000000,
"create_user_name": "8002 8002坐席",
"create_department_id": 1,
"create_department_name": "公司",
"update_user_name": "8002 8002坐席",
"update_department_id": 1,
"update_department_name": "公司",
"id": "6471193127100334081"
},
、、、
]
}
}
字段说明
- total：总条数
- rows：结果集 （参数说明参见商机模块=》商机字段说明）
客户持有联系人列表
接口地址
https://e-crm.icsoc.net/openapi/v1/client/{cle_id}/contacts?page={page}&page_size={page_size}
请求方式
curl -X GET \
https://e-crm.icsoc.net/openapi/v1/client/{cle_id}/contacts?page={page}&page_size={page_size} \
-H "accept: application/json" \
-H "access-token: {access-token}" \
-H "Content-Type: application/json"
字段说明
- access-token：认证文档中的access_token
- cle_id: 客户ID
- page: 当前页码数。可选，默认为1。
- page_size：客户名称每页显示条数。可选，默认为10。
响应结果
{
"code": 200,
"message": "ok",
"data": {
"total": 1,
"rows": [
{
"_id": 6470567049784705025,
"contact_name": "32123",
"cle_id": 6470211827556139009,
"mobile": "12312312",
"email": "",
"contact_duty": 2,
"contact_duty_name": "总监",
"contact_type": 1,
"contact_type_name": "关键决策人",
"sale_charge_user_id": 0,
"create_user_id": 90000172,
"create_time": 1542703401,
"update_user_id": 90000172,
"update_time": 1542703401,
"original_id": 0,
"cle_name": "test测试异步脚本97",
"sale_charge_user_name": "",
"sale_charge_department_id": 0,
"sale_charge_department_name": "",
"vcc_id": 90000000,
"create_user_name": "8002 8002坐席",
"create_department_id": 1,
"create_department_name": "公司",
"update_user_name": "8002 8002坐席",
"update_department_id": 1,
"update_department_name": "公司",
"id": "6470567049784705025"
}
]
}
}
字段说明
- total：总条数
- rows：结果集 （参数说明参见联系人模块=》联系人字段说明）
客户通话记录列表
接口地址
https://e-crm.icsoc.net/openapi/v1/client/{cle_id}/callRecords?page={page}&page_size={page_size}
请求方式
curl -X GET \
https://e-crm.icsoc.net/openapi/v1/client/{cle_id}/callRecords?page={page}&page_size={page_size} \
-H "accept: application/json" \
-H "access-token: {access-token}" \
-H "Content-Type: application/json"
字段说明
- access-token：认证文档中的access_token
- cle_id: 客户ID
- page: 当前页码数。可选，默认为1。
- page_size：客户名称每页显示条数。可选，默认为10。
响应结果
{
"code": 200,
"message": "ok",
"data": {
"rows": [
{
"cle_id": "6476704178231296001",
"cle_name": "叔本华0610",
"user_id": "90000126",
"dept_id": "1",
"call_id": "9583",
"call_type": "2",
"ag_phone": "18601307681",
"cus_phone": "01059009600",
"start_time": "1458181437",
"start_date": "2016-03-17",
"conn_secs": "0",
"result": "2",
"state": "0",
"endresult": "2",
"queue_id": "0",
"evaluate": "0",
"conn_time": "0",
"end_time": "0",
"ring_secs": "0",
"all_secs": "0"
}
],
"total": "1"
}
}
字段说明
- total：总条数
- rows：结果集
- cle_id：客户ID
- user_id：坐席ID
- dept_id：坐席所在部门ID
- call_id：通话ID
- call_type：通话类型
- ag_phone：坐席电话
- cus_phone：客户电话
- start_time：呼叫时间
- start_date：呼叫日期
- conn_secs：通话时长
- result：呼叫结果 0接通 1自动外呼呼损 2未接通
- state：是否已处理（0未处理1已处理）
- endresult：1振铃放弃 2未接 11用户挂机 12坐席挂断 13转接 14拦截
- queue_id：技能组id
- evaluate：-1未转评价 -2超时未评价 -3未评价挂机 >0为评价结果
- conn_time：接通时间
- end_time：结束时间
- ring_secs：振铃时长
- all_secs：总时长
客户字段说明
| 参数名 | 参数说明 |
|---|---|
| _id | 客户ID |
| cle_name | 客户名称 |
| cle_phone | 客户电话 |
| cle_source | 客户来源 |
| cle_source_name | 客户来源说明 |
| cle_type | 客户类型 |
| cle_type_name | 客户类型说明 |
| cle_grade | 客户级别 |
| cle_grade_name | 客户级别说明 |
| sale_charge_user_id | 销售负责人（坐席ID，可通过用户中心接口获取相关信息，若为0则客户未分配销售负责人） |
| service_charge_user_id | 服务负责人（坐席ID，若为0则客户未分配服务负责人） |
| last_assign_time | 最近领取时间 |
| last_recycle_time | 最近回收时间 |
| transfer_public_reason_id | 转移公海原因 |
| create_type | 客户创建方式（0：手动创建、1：批量导入、2：来电自动创建、3：对外API创建） |
| import_task_id | 导入任务ID |
| create_user_id | 创建人ID（坐席ID） |
| create_time | 创建时间 |
| update_user_id | 编辑人ID（坐席ID） |
| update_time | 最近编辑时间 |
| last_contact_user_id | 最近跟进人ID（坐席ID） |
| last_contact_time | 最近跟进时间 |
| original_id | 原始的客户ID（用于记录老crm中的客户数据的ID） |
| cle_pinyin | 客户名称对应的拼音首字母 |
| sale_charge_user_name | 销售负责人姓名（坐席工号+空格+坐席名称） |
| sale_charge_department_id | 销售负责部门ID |
| sale_charge_department_name | 销售负责部门名 |
| service_charge_user_name | 服务负责人姓名（坐席工号+空格+坐席名称） |
| service_charge_department_id | 服务负责部门ID |
| service_charge_department_name | 服务负责部门名 |
| last_contact_user_name | 最近跟进人姓名（坐席工号+空格+坐席名称） |
| last_contact_department_id | 最近跟进人部门ID |
| last_contact_department_name | 最近跟进人部门名 |
| create_type_name | 客户创建类型说明 |
| is_win_order | 是否为成单客户（此版本无此概念） |
| transfer_public_reason_name | 转移公海原因说明 |
| opportunity_num | 客户所拥有商机 |
| import_task_name | 导入任务名称 |
| im_third_id | IM会话用户id |
| create_role_id | 创建人角色ID |
| create_role_name | 创建人角色名 |
| switch_times | 客户转手次数 |
| vcc_id | 企业ID |
| create_user_name | 创建人姓名（坐席工号+空格+坐席名称） |
| create_department_id | 创建人部门ID |
| create_department_name | 创建人部门名 |
| update_user_name | 最近编辑人姓名（坐席工号+空格+坐席名称） |
| update_department_id | 最近编辑部门ID |
| update_department_name | 最近编辑部门名 |
| id | 客户ID（字符串类型，冗余字段） |