畅捷CRMV11.5产品白皮书畅捷通信息技术股份有限公司2012.71畅捷CRMV11.5产品白皮书目录目录........................................................................................................................................11.产品简介..........................................................................................................................32.产品功能说明..................................................................................................................32.1系统功能结构图.......................................................................................................32.2系统设置..................................................................................................................42.2.1.权限设置..........................................................................................................42.2.2.个性化设置......................................................................................................52.3基础档案..................................................................................................................72.3.1.员工档案..........................................................................................................72.3.2.产品及价格档案..............................................................................................72.3.3.客户档案..........................................................................................................82.3.4.联系人档案......................................................................................................92.4客户..........................................................................................................................92.4.1.客户及联系人................................................................................................102.4.2.客户360度视图..........................................................................................112.4.3.热点客户设置................................................................................................122.4.4.客户分配........................................................................................................122.4.5.客户共享........................................................................................................122.4.6.客户移交........................................................................................................122.4.7.批量更新........................................................................................................132.4.8.查重................................................................................................................132.4.9.合并................................................................................................................132.4.10.删除.............................................................................................................132.4.11.数据修改日志.............................................................................................132.4.12.快捷查询.....................................................................................................132.4.13.高级查询.....................................................................................................142.4.14.群发短信........................................................................
