目录第一章T-CRM简介..............................................................51.1简介....................................................................51.2登录....................................................................51.3系统链接................................................................6第二章管理员设置..............................................................82.1权限设置................................................................82.1.1角色..............................................................82.1.2部门..............................................................92.1.3员工.............................................................102.2自定义设置.............................................................102.3邮件设置...............................................................162.4短信设置...............................................................202.5其他设置...............................................................20第三章公共功能...............................................................243.1首页...................................................................243.2查询...................................................................253.2.1简单查询.........................................................263.2.2高级查询.........................................................273.2.3我的查询.........................................................283.3批量更新...............................................................293.4查重...................................................................303.5合并...................................................................323.6打印...................................................................353.7导入...................................................................363.8导出...................................................................393.9复制...................................................................423.10统计..................................................................423.11自定义设置............................................................43第四章使用应用程序...........................................................444.1客户...................................................................444.2客户-联系人............................................................474.3行动...................................................................474.4销售机会...............................................................484.5销售机会-报价单........................................................504.6订单................................................................504.7产品...................................................................514.7.1产品分类.........................................................514.7.2产品.............................................................514.7.3价格表...........................................................514.8经理看台...............................................................524.9服务...................................................................534.10协同-知识管理.........................................................534.11协同-通知.............................................................534.12协同-短信.............................................................544.13协同-...
