XToolsCRM-Boss用户引导XToolsCRM-Boss用户引导................................................................................................................................1OverView/概要..............................................................................................................................................2XToolsCRM是软件，也是工具...........................................................................................................2主要功能模块........................................................................................................................................2谁来使用XToolsCRM？.......................................................................................................................2Notice/您需要注意........................................................................................................................................3销售人员对CRM的态度决定了CRM的效果...................................................................................3Confirm/您需要确定.....................................................................................................................................4个人客户&企业客户..........................................................................................................................4使用合同，还是使用订单？................................................................................................................4客户式跟踪还是销售机会式跟踪？....................................................................................................4是否启用库存管理................................................................................................................................4获取免费试用................................................................................................................................................5什么是试用帐户，什么演示帐户........................................................................................................5获取试用帐户........................................................................................................................................5开设新用户....................................................................................................................................................6需要几层用户？....................................................................................................................................6允许开设几个老板？............................................................................................................................6数据权限是怎样的？............................................................................................................................6个性化设置....................................................................................................................................................7上传企业Logo（标志）.......................................................................................................................7设置数据字典........................................................................................................................................7开始应用.......................................................................................................................
