If you are a Tuji Enterprise Edition administrator, this document helps you quickly complete team initialization and start using Tuji to manage your entire sales team's client assets.
Step 1: Create an Enterprise Team
The administrator registers an enterprise account on the Tuji website, fills in the company name, industry, and scale information, and the enterprise team is created. The administrator account has the highest permissions and can manage all members and data.
Step 2: Invite Team Members
On the "Team Management" page, click "Invite Members," enter a phone number or email to send an invitation. Members automatically join the team after registering and logging in. You can also generate an invitation link and share it directly with colleagues.
Step 3: Configure Role Permissions
Tuji Enterprise Edition includes three default roles:
- Administrator: Full permissions, including team management, data viewing, and permission configuration
- Sales Manager: Can view data for members in their department, view follow-up reports, but cannot configure permissions
- Sales Rep: Can only view and manage their own client profiles and data
You can also create custom roles in "Role Management" and freely configure specific permissions for each role.
Step 4: Set Up Department Structure
Create a department tree in "Department Management" and assign members to their corresponding departments. The department structure affects data permissions and the viewing scope of sales managers.
Step 5: View the Data Dashboard
On the "Data Dashboard" page, you can see the entire team's key metrics:
- Total client count and new client trends
- Follow-up coverage rate (how many clients have follow-up records within 7 days)
- Stage conversion funnel (number of clients in each sales stage)
- Closed deal client characteristic analysis
Once you complete the above steps, your team can officially use Tuji to manage client assets. We recommend focusing on the "Follow-up Coverage Rate" metric on the data dashboard during the first week to ensure every sales rep is using the system properly.