灵当CRM

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灵当CRM软件常见问题(针对所有版本)

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 楼主| 发表于 2019-5-27 15:05:08 | 显示全部楼层 |阅读模式
灵当CRM软件常见问题(针对所有版本)

1、如何批量导入客户、合同等业务数据,快速初始化系统呢?

2、如何进行客户查重与合并?

3、应收款和往来对账(合同应收和出库应收)

4、如何通过短信关怀客户?
解决办法:https://open.work.weixin.qq.com/wwopen/mpnews?mixuin=bOQUDwAABwCcRISOAAAUAA&mfid=WW0325-PWkxOAAABwDNQRYO5qY3UguAdKJ2c&idx=0&sn=4004df77aff8665d3f42f191a35d0db7&version=2.6.1.1329&platform=win

5、公海客户有什么实际用途呢?
解决办法:https://open.work.weixin.qq.com/wwopen/mpnews?mixuin=bOQUDwAABwCcRISOAAAUAA&mfid=WW0325-Ox5J4wAABwDLNm7VqtFPiQek4Ur2c&idx=0&sn=e51a86846869c3b75b071f2cfa0667eb&version=2.6.1.1329&platform=win

6、如何计算员工年假和加班调休时间?
解决办法:https://open.work.weixin.qq.com/wwopen/mpnews?mixuin=bOQUDwAABwCcRISOAAAUAA&mfid=WW0325-w6VKSwAABwAzjW19SWpMIQE760y2c&idx=0&sn=fed2cf7db0768a940e618af6434ee020&version=2.6.1.1329&platform=win


7、灵当CRM功能升级(V7.5.5)
解决办法:https://open.work.weixin.qq.com/wwopen/mpnews?mixuin=bOQUDwAABwCcRISOAAAUAA&mfid=WW0325-Z4x4UQAABwCXpF9nX0N_OwMD-Rk2c&idx=0&sn=6f93f1768c53c8cad4eb9d89193ead21&version=2.6.1.1329&platform=win

8、如何控制业务单据只能选择已审批源单?
解决办法:https://open.work.weixin.qq.com/wwopen/mpnews?mixuin=bOQUDwAABwCcRISOAAAUAA&mfid=WW0325-0BVqHgAABwAgPU0o_dpsdAWVfku2c&idx=0&sn=b932d209472bd2c7542858216a6b82df&version=2.6.1.1329&platform=win


9、如何自动量化考核销售部和服务部?
解决办法:https://open.work.weixin.qq.com/wwopen/mpnews?mixuin=bOQUDwAABwCcRISOAAAUAA&mfid=WW0325-ASJJlAAABwDxCm6iBe1P-g_p2oN2c&idx=0&sn=bead858d67669b584e83123c86610084&version=2.6.1.1329&platform=win


10、一个合同多次收款,如何及时提醒收款呢?
解决办法:https://open.work.weixin.qq.com/wwopen/mpnews?mixuin=bOQUDwAABwCcRISOAAAUAA&mfid=WW0325-tgC3BgAABwBGKJAwScCxbAgbIiL2c&idx=0&sn=f2c0bb381144d94bde533a2c92ce40e9&version=2.6.1.1329&platform=win


11、灵当CRM功能升级(V7.5)
解决办法:https://open.work.weixin.qq.com/wwopen/mpnews?mixuin=bOQUDwAABwCcRISOAAAUAA&mfid=WW0325-JHBFZAAABwDUWGJScbBDDg6xQG82c&idx=0&sn=05805469ba7545ea19f820ea23abcc19&version=2.6.1.1329&platform=win


12、如何通过自定义来满足企业个性化管理要求?
解决办法:https://open.work.weixin.qq.com/wwopen/mpnews?mixuin=bOQUDwAABwCcRISOAAAUAA&mfid=WW0325-dUbz0wAABwCFbtTlPIb1uQcWkFF2c&idx=0&sn=9520021cdee3005eaed0e8b743f6901f&version=2.6.1.1329&platform=win


13、ABC客户分类法和数据分类设置方法
解决办法:https://open.work.weixin.qq.com/wwopen/mpnews?mixuin=bOQUDwAABwCcRISOAAAUAA&mfid=WW0321-YkmkeAAABwCSYYNO6nHeEwJeNma38&idx=0&sn=13f91b652a4842bf24130ddbb0919364&version=2.8.10.2010&platform=win


14、如何及时提醒,防止销售人员丢三落四?
解决办法:https://open.work.weixin.qq.com/wwopen/mpnews?mixuin=bOQUDwAABwCcRISOAAAUAA&mfid=WW0311-Y4qS3gAABwCTorXo6kcbtAqXm3G34&idx=0&sn=cf15d7c0d26e4e4c952ad1325cde3e91


15、灵当CRM角色权限与数据范围设置
解决办法:https://open.work.weixin.qq.com/wwopen/mpnews?mixuin=bOQUDwAABwCcRISOAAAUAA&mfid=WW0325-x4OWCgAABwA3q7E8J0KQYArB2jl2c&idx=0&sn=9d70dc82cb5c01b1dff22a3660e125db&version=2.6.1.1329&platform=win


16、灵当CRM分配与共享设置
解决办法:https://open.work.weixin.qq.com/wwopen/mpnews?mixuin=bOQUDwAABwCcRISOAAAUAA&mfid=WW0325-uWI61wAABwBJSh3hYqM8vQCgOZO2c&idx=0&sn=c3fa611d19c08b33482f77cae189f1b1&version=2.6.1.1329&platform=win


17、灵当CRM审批工作流和OA表单设置
解决办法:https://open.work.weixin.qq.com/wwopen/mpnews?mixuin=bOQUDwAABwCcRISOAAAUAA&mfid=WW0325-AVi3ZAAABwDxcJBSsJmxDgtMUrw2c&idx=0&sn=c80d188d6c790821f57fa21f0c8e3a19&version=2.6.1.1329&platform=win


18、灵当CRM关联企业微信外部联系人应用方法
解决办法:https://open.work.weixin.qq.com/wwopen/mpnews?mixuin=bOQUDwAABwCcRISOAAAUAA&mfid=WW0325-w0doGQAABwAzb08vYIZucw3KPfo2c&idx=0&sn=f480785289d1e6534f145a9c06bddafc&version=2.6.1.1329&platform=win


19、服务收费管理模块的应用场景
解决办法:https://open.work.weixin.qq.com/wwopen/mpnews?mixuin=bOQUDwAABwCcRISOAAAUAA&mfid=WW0311-OG_L8QAABwDIR6zHk6YCmw30AEH34&idx=0&sn=5715947c7dc42c649b8929cfdb1af664



20、销售线索的应用方法
解决办法:https://open.work.weixin.qq.com/wwopen/mpnews?mixuin=bOQUDwAABwCcRISOAAAUAA&mfid=WW0311-rZ7qLAAABwBdts0aNVBjRgFcy_F34&idx=0&sn=f05d8171ec9a5282598afe3449a5e740



21、批次管理功能如何使用?
解决办法:https://open.work.weixin.qq.com/wwopen/mpnews?mixuin=bOQUDwAABwCcRISOAAAUAA&mfid=WW0323-_v8qxQAABwAK1w3z7YTrrwWJJf735&idx=0&sn=0a9abb9e9b9611e60cf83efae451f60e




22、灵当CRM功能升级(V7.7.3)
解决办法:https://open.work.weixin.qq.com/wwopen/mpnews?mixuin=bOQUDwAABwCcRISOAAAUAA&mfid=WW0327-rztV_wAABwBfE3LNE56ZkQqCEQY35&idx=0&sn=f41d44992b6d2e96af2853a291909594




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