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郵政客戶營銷管理系統(tǒng)操作完全手冊(已修改)

2025-04-20 05:24 本頁面
 

【正文】 ? 當(dāng)前文檔修改密碼:8362839? 當(dāng)前文檔修改密碼:8362839郵政客戶營銷管理系統(tǒng)(客戶經(jīng)理)2 / 108操作手冊3 / 108目錄1 系統(tǒng)登陸 ....................................................................................................................4 系統(tǒng)登陸地址 ..................................................................................................................................4 系統(tǒng)登陸界面 ..................................................................................................................................42 密碼修改 ....................................................................................................................53 客戶管理 ....................................................................................................................6 客戶注冊 ..........................................................................................................................................6 管理流程 .....................................................................................................................................6 客戶注冊審批流程圖 ................................................................................................................7 客戶注冊申報 .............................................................................................................................1 客戶注冊維護 .............................................................................................................................5 客戶注冊重新申請 ....................................................................................................................7 進入重新申請界面 ................................................................................................................................7 重新申請操作步驟及頁面 ...................................................................................................................8 步驟一 客戶注冊信息修改 頁面表示 .........................................................................................8 步驟二 客戶業(yè)務(wù)關(guān)系修改 頁面表示 .........................................................................................9 步驟三 確定重新申請 頁面表示 .................................................................................................9 客戶資源 ........................................................................................................................................10 客戶信息維護管理 ..................................................................................................................10 客戶資料調(diào)取申請 ..................................................................................................................12 共享客戶信息查看 ..................................................................................................................13 商務(wù)客戶信息導(dǎo)入 ..................................................................................................................144 營銷管理 ..................................................................................................................154 / 108 營銷經(jīng)理 ........................................................................................................................................15 客戶經(jīng)理信息查詢 ..................................................................................................................15 客戶經(jīng)理業(yè)績分析 ..................................................................................................................16 業(yè)績統(tǒng)計 ..............................................................................................................................................16 各月明細 ..............................................................................................................................................17 業(yè)務(wù)明細 ..............................................................................................................................................18 營銷日志 ........................................................................................................................................20 客戶經(jīng)理計劃錄入 ..................................................................................................................21 客戶經(jīng)理日志錄入 ..................................................................................................................26 客戶經(jīng)理計劃查詢 ..................................................................................................................30 客戶經(jīng)理日志查詢 ..................................................................................................................335 用郵管理 ..................................................................................................................36 客戶合同 ........................................................................................................................................36 客戶用郵合同添加 ..................................................................................................................36 指定日期結(jié)算型 .................................................................................................................................37 定期結(jié)算型 ..........................................................................................................................................38 指定日期分期付款型 .........................................................................................................................38 一次付款型 ............
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