crm0306.htm 4.2 KB
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    <td class="title" height="30" colspan="2"><a href="../index.htm">在线手册</a>-&gt;<a href="crm.htm">客户关系管理</a>-&gt;客户联系跟踪</td>
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      <p>对于每次客户联系活动都可以进行跟踪,在客户联系卡片上点击&quot;跟踪&quot;按钮,可以根据这次客户联系活动建立跟踪联系记录。<br>
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      <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>
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          </ul>
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        <li><a href="crm03.htm">功能应用</a> 
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            <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>
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