悟空CRM使用帮助文档.pdf

悟空 CRM2.0 使用帮助文档1 / 60悟空 CRM 使用帮助文档适用版本：2.0悟空 CRM2.0 使用帮助文档2 / 60目录一.序言........................................................................................................................................................5 1 .1CRM 概述.........................................................................................................................................5 1 .2功能简介........................................................................................................................................5 二.工作台....................................................................................................................................................6 简报................................................................................................................................................6 指标................................................................................................................................................6 仪表盘............................................................................................................................................6 工作圈............................................................................................................................................7 消息提醒........................................................................................................................................7 三.客户管理................................................................................................................................................8 线索................................................................................................................................................8 3. 1.1 线索列表.............................................................................................................................8 3. 1.2 线索详情...........................................................................................................................10 线索池..........................................................................................................................................10 客户..............................................................................................................................................11 3. 3.1 客户列表...........................................................................................................................11 3. 3.2 客户添加...........................................................................................................................14 3. 3.3 客户详情...........................................................................................................................14 客户池..........................................................................................................................................17 客户联系人..................................................................................................................................17 四.商机管理..............................................................................................................................................18 商机..............................................................................................................................................18 4. 1.1 商机列表...........................................................................................................................18 4. 1.2 添加商机...........................................................................................................................19 4. 1.3 商机详情...........................................................................................................................20 五.产品管理..............................................................................................................................................21 产品..............................................................................................................................................21 5. 1.1 添加产品...........................................................................................................................21 5. 1.2 产品列表...........................................................................................................................21 5. 1.3 产品类别...........................................................................................................................22 5. 1.4 导入导出...........................................................................................................................22 5. 1.5 产品详情...........................................................................................................................23 六.合同订单..............................................................................................................................................23 合同..............................................................................................................................................23 6. 1.1 合同列表.....................................。