1, customer consultation time;
2. Customer's name (if yes, if not, record the characteristics of the customer, such as account number, nickname or description);
3. Customer gender;
4. Customer consultation questions;
5, customer consultation, according to the consultant's judgment, set a grade standard, whether it is satisfied or not, and whether the consulting purpose is achieved;
6. Customers consult related products;
7, customer conversion, whether there is a single, whether there is intention;
8. The manual number or name of the reception desk is convenient for inquiring details;
9. Customer contact information;
10, Remarks information