crm0301.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>->创建新客户</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>
</tr>
<tr>
<td valign="top" class=text>
<p><br>
创建一个新的客户帐户，可以在左边的工作区点击CRM图标左侧的<img src="../img/crm/crm030101_wev8.gif"> 按钮，用户将得到一个如下页面：</p>
<p> </p>
<p><img src="../img/crm/crm030102_wev8.gif"></p>
<p>在系统中建立新客户时，先选择添加的客户类型（终端客户、供应商、分销商等）以及客户的名称。然后点击"S-搜索"，系统会在已有的客户信息中进行搜索并判断新增客户是否已经存在。如果存在，系统会返回一个搜索列表，需进一步对客户信息进行判断；如果不存在，则出现客户帐户信息页面：</p>
<p><img src="../img/crm/crm030103_wev8.gif"></p>
<p> </p>
<p>下表是对客户联系方式相关字段的解释信息：</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 "'>解释信息</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>
</tr>
<tr>
<td colspan=2 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 "'>一般</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 "'>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 "'>输入该客户的名称</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>
</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 "'>英文简称</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 "'>输入该客户的英文名称，可以是简称</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>
</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 "'>地址</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 "'>输入该客户的地址，可以输入三条地址信息</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>
</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 "'>邮政编码</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 "'>输入该客户的邮政编码</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 "'>城市</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 "'>输入该客户的所在城市</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 "'>国家</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 "'>在弹出窗口中选择该客户的所在国家</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 "'>省</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 "'>输入该客户的所在的省分名称</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>
</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 "'>县</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 "'>输入该客户的所在的县的名称</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>
</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 "'>语言</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 "'>选择客户通过客户门户进入系统的界面显示语言</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 "'>电话</span><span style='font-size:9.0pt;
font-family:"\000B "'>/</span><span lang=ZH-CN style='font-size:9.0pt;
font-family:宋体;mso-ascii-font-family:"\000B ";mso-hansi-font-family:"\000B "'>传真</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 "'>输入该客户的联系电话和传真</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 "'>电子邮件</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 "'>输入与该客户联系的电子邮件</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 "'>网站</span><span lang=ZH-CN style='font-size:
9.0pt;font-family:"\000B "'> </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 "'>输入该客户的网站网址</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>下表是对客户联系人的相关字段的信息</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 "'>解释信息</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>
</tr>
<tr>
<td colspan=2 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 "'>联系人</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>
<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 "'>称呼</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 "'>在弹出窗口中选择对该客户联系人的称呼</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 "'>姓名</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 "'>输入该客户联系人的姓名</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 "'>工作头衔</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 "'>输入该客户联系人的工作头衔</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 "'>电子邮件</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 "'>输入该客户联系人的电子邮件</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 "'>办公室电话</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 "'>输入该客户联系人的办公室电话号码</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 "'>住宅电话</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 "'>输入该客户联系人的住宅电话号码</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 "'>移动电话</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 "'>输入该客户联系人的移动电话号码</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>下表是对分类信息相关的字段的描述：</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 "'>解释信息</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>
</tr>
<tr>
<td colspan=2 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 "'>分类信息</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>
</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 "'>类型</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>
<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 "'>选择该客户对应的类型</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 "'>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 "'>选择该客户对应的描述</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>
</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</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 "'>选择该客户对应的规模</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 "'>获得途径</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 "'>选择该客户对应的获得途径</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 "'>行业</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 "'>选择该客户对应的所属行业</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 "'>经理</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 "'>选择该客户对应的经理，即选择公司中负责管理该客户的人员</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 "'>部门</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 "'>选择公司中管理此客户的部门，如销售一部，销售二部等</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 "'>中介机构</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 "'>如果此客户由中介机构在进行管理，此处选择相应的中介机构</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 "'>上级单位</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 "'>如果此客户从属与某一个上级单位，此处选择相应的上级单位</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 style='height:1.5pt'>
<td style='padding:0cm 0cm 0cm 0cm;height:1.5pt'>
<p class=MsoNormal style='mso-line-height-alt:1.5pt'><span lang=ZH-CN
style='font-size:9.0pt;font-family:宋体;mso-ascii-font-family:"\000B ";
mso-hansi-font-family:"\000B "'>文档</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;height:1.5pt'>
<p class=MsoNormal style='mso-line-height-alt:1.5pt'><span lang=ZH-CN
style='font-size:9.0pt;font-family:宋体;mso-ascii-font-family:"\000B ";
mso-hansi-font-family:"\000B "'>选择与此客户相关的文档，可以是合同文档等</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 style='height:2.25pt'>
<td style='padding:0cm 0cm 0cm 0cm;height:2.25pt'>
<p class=MsoNormal style='mso-line-height-alt:2.25pt'><span lang=ZH-CN
style='font-size:9.0pt;font-family:宋体;mso-ascii-font-family:"\000B ";
mso-hansi-font-family:"\000B "'>安全级别</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;height:2.25pt'>
<p class=MsoNormal style='mso-line-height-alt:2.25pt'><span lang=ZH-CN
style='font-size:9.0pt;font-family:宋体;mso-ascii-font-family:"\000B ";
mso-hansi-font-family:"\000B "'>填写此客户的安全级别，对于非员工，其安全级别一般从</span><span
style='font-size:9.0pt;font-family:"\000B "'>0-10</span><span lang=ZH-CN
style='font-size:9.0pt;font-family:宋体;mso-ascii-font-family:"\000B ";
mso-hansi-font-family:"\000B "'>不等。安全级别是决定客户在系统中进行信息查看和操作的一个因素</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>下表是对备注栏目相关的字段解释信息：</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 "'>解释信息</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>
</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 "'>备注</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 "'>用户可以在备注栏中填写与该客户相关的交往记录和服务记录等信息</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>
</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 "'>备注文档</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 "'>此处可以在系统中链接一篇与该客户相关的文档</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>在完成以上栏目信息的填充后，按"保存"按钮完成新建。</p>
<p> </p>
<p> </p>
<p> </p>
<p> </p>
<p><br>
<br>
<br>
<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>