crm0202.htm
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<html>
<head>
<title>Online Help</title>
<meta http-equiv="Content-Type" content="text/html; charset=UTF-8">
<link rel="stylesheet" href="../img/fontstyle_wev8.css" type="text/css">
</head>
<body bgcolor="#FFFFFF" text="#000000">
<table width="100%" border="0" cellspacing="5" cellpadding="0" height="100%">
<tr>
<td class="title" height="30" colspan="2"><a href="../index.htm">在线手册</a>-><a href="crm.htm">客户关系管理</a>->客户规模</td>
<td height="30" nowrap><a href="#" onClick=history.back()>后退</a> <a href="#" onClick=history.forward()>前进</a> </td>
</tr>
<tr>
<td align="center" height="20" colspan="3">
<hr color=#ff0000 size="1">
</td>
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<tr>
<td valign="top" class=text>
<p><br>
用户还可以根据客户规模的大小来进行类型区隔，一般是根据该客户机构的人员数量进行区隔。定义规模在CRM模块中选择"维护、分类信息、规模"，在客户规模列表页面中点击"新建"，进入新建规模的页面：<br>
</p>
<p><img src="../img/crm/crm020201_wev8.gif"></p>
<p>以下是对相关字段的描述：</p>
<table border=1 cellspacing=0 cellpadding=0 width="80%" style='width:80.0%;
mso-cellspacing:0cm;mso-padding-alt:0cm 0cm 0cm 0cm'>
<tr>
<td style='padding:0cm 0cm 0cm 0cm'>
<p class=MsoNormal style='line-height:120%'><span lang=ZH-CN
style='font-size:9.0pt;font-family:宋体;mso-ascii-font-family:"\000B ";
mso-hansi-font-family:"\000B "'>字段</span><span style='font-size:9.0pt;
font-family:"\000B ";mso-fareast-font-family:"Arial Unicode MS";mso-bidi-font-family:
"Arial Unicode MS";color:black'><o:p></o:p></span></p>
</td>
<td style='padding:0cm 0cm 0cm 0cm'>
<p class=MsoNormal style='line-height:120%'><span lang=ZH-CN
style='font-size:9.0pt;font-family:宋体;mso-ascii-font-family:"\000B ";
mso-hansi-font-family:"\000B "'>描述信息</span><span style='font-size:9.0pt;
font-family:"\000B ";mso-fareast-font-family:"Arial Unicode MS";mso-bidi-font-family:
"Arial Unicode MS";color:black'><o:p></o:p></span></p>
</td>
<td style='padding:0cm 0cm 0cm 0cm'>
<p class=MsoNormal style='line-height:120%'><span lang=ZH-CN
style='font-size:9.0pt;font-family:宋体;mso-ascii-font-family:"\000B ";
mso-hansi-font-family:"\000B "'>举例</span><span style='font-size:9.0pt;
font-family:"\000B ";mso-fareast-font-family:"Arial Unicode MS";mso-bidi-font-family:
"Arial Unicode MS";color:black'><o:p></o:p></span></p>
</td>
</tr>
<tr>
<td style='padding:0cm 0cm 0cm 0cm'>
<p class=MsoNormal style='line-height:120%'><span lang=ZH-CN
style='font-size:9.0pt;font-family:宋体;mso-ascii-font-family:"\000B ";
mso-hansi-font-family:"\000B "'>规模名称</span><span style='font-size:9.0pt;
font-family:"\000B ";mso-fareast-font-family:"Arial Unicode MS";mso-bidi-font-family:
"Arial Unicode MS";color:black'><o:p></o:p></span></p>
</td>
<td style='padding:0cm 0cm 0cm 0cm'>
<p class=MsoNormal style='line-height:120%'><span lang=ZH-CN
style='font-size:9.0pt;font-family:宋体;mso-ascii-font-family:"\000B ";
mso-hansi-font-family:"\000B "'>输入对该客户规模的名称定义</span><span style='font-size:
9.0pt;font-family:"\000B ";mso-fareast-font-family:"Arial Unicode MS";
mso-bidi-font-family:"Arial Unicode MS";color:black'><o:p></o:p></span></p>
</td>
<td style='padding:0cm 0cm 0cm 0cm'>
<p class=MsoNormal style='line-height:120%'><span lang=ZH-CN
style='font-size:9.0pt;font-family:宋体;mso-ascii-font-family:"\000B ";
mso-hansi-font-family:"\000B "'>微型</span><span style='font-size:9.0pt;
font-family:"\000B ";mso-fareast-font-family:"Arial Unicode MS";mso-bidi-font-family:
"Arial Unicode MS";color:black'><o:p></o:p></span></p>
</td>
</tr>
<tr>
<td style='padding:0cm 0cm 0cm 0cm'>
<p class=MsoNormal style='line-height:120%'><span lang=ZH-CN
style='font-size:9.0pt;font-family:宋体;mso-ascii-font-family:"\000B ";
mso-hansi-font-family:"\000B "'>规模描述</span><span style='font-size:9.0pt;
font-family:"\000B ";mso-fareast-font-family:"Arial Unicode MS";mso-bidi-font-family:
"Arial Unicode MS";color:black'><o:p></o:p></span></p>
</td>
<td style='padding:0cm 0cm 0cm 0cm'>
<p class=MsoNormal style='line-height:120%'><span lang=ZH-CN
style='font-size:9.0pt;font-family:宋体;mso-ascii-font-family:"\000B ";
mso-hansi-font-family:"\000B "'>对该客户规模的内涵进行解释与描述</span><span
style='font-size:9.0pt;font-family:"\000B ";mso-fareast-font-family:"Arial Unicode MS";
mso-bidi-font-family:"Arial Unicode MS";color:black'><o:p></o:p></span></p>
</td>
<td style='padding:0cm 0cm 0cm 0cm'>
<p class=MsoNormal style='line-height:120%'><span style='font-size:9.0pt;
font-family:"\000B "'>0-50</span><span lang=ZH-CN style='font-size:9.0pt;
font-family:宋体;mso-ascii-font-family:"\000B ";mso-hansi-font-family:"\000B "'>人</span><span
style='font-size:9.0pt;font-family:"\000B ";mso-fareast-font-family:"Arial Unicode MS";
mso-bidi-font-family:"Arial Unicode MS";color:black'><o:p></o:p></span></p>
</td>
</tr>
</table>
<p>按"保存"按钮完成设置，重复以上步骤可以添加其他客户规模的定义，直至完成对整个客户群规模的定义。</p>
<p><br>
<br>
</p>
</td>
<td valign="top" class=text bgcolor="#FF0000" width="1"></td>
<td valign="top" width="250" class=text>
<ul>
<li><a href="crm.htm">概述</a> </li>
<li><a href="crm02.htm">初始化实施及维护</a>
<ul>
<li> <a href="crm0201.htm">行业设置</a> </li>
<li> <a href="crm0202.htm">客户规模</a> </li>
<li> <a href="crm0203.htm">客户类别 </a></li>
<li> <a href="crm0204.htm">客户描述</a> </li>
<li> <a href="crm0205.htm">客户状况</a> </li>
<li> <a href="crm0206.htm">客户支付方式 </a></li>
<li> <a href="crm0207.htm">联系人称呼</a> </li>
<li> <a href="crm0208.htm">客户地址类型</a> </li>
<li> <a href="crm0209.htm">客户联系方法</a> </li>
<li> <a href="crm0210.htm">空闲字段</a> </li>
<li> <a href="crm0211.htm">送货类型 </a></li>
<li> <a href="crm0212.htm">客户价值评估项目 </a></li>
<li> <a href="crm0213.htm">合同性质</a> </li>
<li> <a href="crm0214.htm">客户价值评估标准</a> </li>
<li><a href="crm0215.htm"> 销售机会类型维护</a> </li>
<li> <a href="crm0216.htm">销售机会时间设置</a></li>
<li> <a href="crm0217.htm">信用额度、信用期间设置</a></li>
<li> <a href="crm0218.htm">创建客户信用等级 </a></li>
<li> <a href="crm0219.htm">创建累计合同金额</a> <br>
</li>
</ul>
</li>
<li><a href="crm03.htm">功能应用</a>
<ul>
<li> <a href="crm0301.htm">创建新客户</a> </li>
<li> <a href="crm0302.htm">创建联系人</a></li>
<li> <a href="crm0303.htm">客户记录的维护</a></li>
<li> <a href="crm0304.htm">客户修改记录</a></li>
<li><a href="crm0305.htm"> 客户联系情况记录</a> </li>
<li><a href="crm0306.htm"> 客户联系跟踪</a></li>
<li> <a href="crm0307.htm">客户地址信息 </a></li>
<li> <a href="crm0308.htm">客户邮件发送</a> </li>
<li> <a href="crm0310.htm">客户销售机会管理</a> </li>
<li><a href="crm0311.htm"> 客户合同管理 </a></li>
<li><a href="crm0312.htm"> 客户合同审批</a> </li>
<li> <a href="crm0313.htm">合同付款 </a></li>
<li> <a href="crm0314.htm">客户价值评估 </a></li>
<li><a href="crm0315.htm"> 新建相关工作流</a></li>
<li> <a href="crm0316.htm">客户级别和状态改变</a> </li>
<li> <a href="crm0317.htm">客户门户申请</a> </li>
<li><a href="crm0318.htm"> 客户信息共享设置 </a></li>
<li> <a href="crm0319.htm">搜索</a> </li>
<li> <a href="crm0320.htm">搜索结果定制</a></li>
<li><a href="crm0321.htm"> 报告 </a></li>
<li> <a href="crm0322.htm">组织</a> <br>
<br>
</li>
</ul>
</li>
</ul>
</td>
</tr>
</table>
</body>
</html>