源码简介: |
IntCRM灵活可配置,在使用本产品前需要进行相应的配置。产品使用主要分以下几个流程:1:系统基础配置公司构架配置 -- 系统角色添加 -- 角色权限配置 -- 员工添加 -- 员工职权配置2:提醒及基本保护功能配置客户到期提前提醒 合同、产品到期提醒 -- 到期提前天数设定 客户保护天数 放弃客户保护天数3:客户管理流程客户流程中主要分公共客户、潜在客户、意向客户、正式客户。-IntCRM flexible and can be configured in the use of the products before the need for a corresponding configuration. Product mainly consists of the following processes: 1: System Configuration-based architecture firm configuration- system to add the roles- roles that allow configuration- to add staff- staff profile two functions: to remind and basic protection functions to configure client due in advance to remind-- contract, the product expiration reminder- due in advance the number of days to set the number of days customers protect- the number of days to give up customers protect 3: Customer Management Process Customer process mainly consists of public customers, prospects, intentions customers, the official client.
|