【即速云插件】智能名片2.0-用户管理教程
<p><span style="overflow-wrap: break-word; margin: 0px; padding: 0px; font-weight: 700; color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"><span style="font-size:24px">一、后台用户管理</span></span></p><p><span style="color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"> </span><span style="overflow-wrap: break-word; margin: 0px; padding: 0px; font-weight: 700; color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"><span style="font-size:18px">1、用户管理</span></span><span style="color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"> </span></p><p><span style="overflow-wrap: break-word; margin: 0px; padding: 0px; font-weight: 700; color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"><span style="font-size:18px">1.1 审核功能介绍</span></span><span style="color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"> </span><span style="font-size:16px"><span style="font-family:微软雅黑">开启了审核后，在用户管理将会有一个【审核】的操作，未审核</span>/审核失败的名片将不会出现到用户的名片列表中</span><span style="color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"> </span><img id="aimg_13900" src="http://bbs.zhichiwangluo.com/data/attachment/forum/201905/30/152703dcboow0bcewaroxl.png" class="zoom" width="855"/> </p><p><span style="color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"></span><span style="overflow-wrap: break-word; margin: 0px; padding: 0px; font-weight: 700; color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"><span style="font-size:18px">1.2 客户类型说明</span></span><span style="color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"> </span><span style="font-size:16px">【系统客户】分组列表内的用户为在微信里使用过名片插件的用户；</span><span style="color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"> </span></p><p><span style="font-size:16px"><span style="font-family:微软雅黑">【添加客户】分组列表内的用户为商家在</span>PC后台手动添加的用户信息</span><span style="font-size:16px"> </span><span style="color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"></span><img id="aimg_13901" src="http://bbs.zhichiwangluo.com/data/attachment/forum/201905/30/152704o9djzfj9bvebjm9w.png" class="zoom" width="855"/> </p><p><span style="color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"></span><span style="font-size:16px"></span><span style="font-size:16px"></span><span style="color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"></span><span style="font-size:16px"></span><span style="overflow-wrap: break-word; margin: 0px; padding: 0px; font-weight: 700; color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"><span style="font-size:18px">1.3 创建名片</span></span><span style="color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"> </span></p><p><span style="font-size:16px"><span style="overflow-wrap: break-word; margin: 0px; padding: 0px; font-weight: 700;"><span style="font-family:微软雅黑">【</span>1】对于系统并未创建名片的用户</span>，可在后台帮助用户创建/编辑名片</span><span style="color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"> </span><span style="font-size:16px"><span style="font-family:微软雅黑">入口：【客户列表】</span>->【新建/编辑名片】</span><span style="color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"> </span><img id="aimg_13902" src="http://bbs.zhichiwangluo.com/data/attachment/forum/201905/30/152704a787qml997xnndzn.png" class="zoom" width="855"/> </p><p><span style="color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"></span><span style="font-size:16px"><span style="overflow-wrap: break-word; margin: 0px; padding: 0px; font-weight: 700;"><span style="font-family:微软雅黑">【</span>2】后台创建用户</span></span><span style="color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"> </span><span style="font-family:微软雅黑"><span style="font-size:16px">输入姓名、电话和微信号创建用户</span></span><span style="color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"> </span><img id="aimg_13903" src="http://bbs.zhichiwangluo.com/data/attachment/forum/201905/30/152704zz0i0556eee87xo5.png" class="zoom" width="855"/> </p><p><span style="color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"></span><span style="overflow-wrap: break-word; margin: 0px; padding: 0px; font-weight: 700; color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"><span style="font-size:18px">1.4 设置为销售</span></span><span style="color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"> </span></p><p><span style="font-family:微软雅黑"><span style="font-size:16px">需要是系统用户&&有名片用户&&已审核通过可设置为销售 </span></span><span style="font-family:微软雅黑"><span style="font-family:微软雅黑"><span style="font-size:16px">设置销售后的权益</span></span></span></p><ul style="overflow-wrap: break-word; margin-left: 14px; padding: 0px; border: 0px;" class=" list-paddingleft-2"><li><p><span style="font-size:16px">可显示到通讯录（在后台的销售管理进行勾选）</span></p></li><li><p><span style="font-size:16px">在<a href="http://www.jisuapp.cn/" target="_blank" style="overflow-wrap: break-word; margin: 0px; padding: 0px; text-decoration-line: none; color: rgb(0, 0, 0);">小程序</a>端的客户管理将可以查看自己跟进的用户是否有其他人跟进</span></p></li></ul><p><img id="aimg_13904" src="http://bbs.zhichiwangluo.com/data/attachment/forum/201905/30/152704m28dxd7llji2xpyx.png" class="zoom" width="855"/> </p><p><span style="overflow-wrap: break-word; margin: 0px; padding: 0px; font-weight: 700;"><span style="font-size:18px">1.5 分配功能</span></span> </p><p><span style="font-size:16px">分配功能：可将普通用户（非销售角色）分配给销售进行跟进，分配给某个销售后，该用户将会自动被该销售跟进</span> <span style="font-size:16px"><span style="font-family:微软雅黑">可分配的用户类型</span>:系统且为普通用户，及线索用户（非系统用户）</span></p><p> <img id="aimg_13905" src="http://bbs.zhichiwangluo.com/data/attachment/forum/201905/30/152704i24vvz6npezdcppa.png" class="zoom" width="855"/> </p><p><span style="overflow-wrap: break-word; margin: 0px; padding: 0px; font-weight: 700;"><span style="font-size:18px">1.6 导出功能</span></span> </p><p><span style="font-size:16px"><span style="font-family:微软雅黑">【选中要导出的用户】</span>->【进行导出】</span></p><p> <img id="aimg_13906" src="http://bbs.zhichiwangluo.com/data/attachment/forum/201905/30/152704td03leqwa3qllt2l.png" class="zoom" width="855"/> </p><p><span style="overflow-wrap: break-word; margin: 0px; padding: 0px; font-weight: 700;"><span style="font-size:18px">2、销售管理</span></span> </p><p><span style="font-size:16px">销售列表：在【用户管理】将该用户设置为销售的用户将会全部拉到销售管理中</span> <img id="aimg_13907" src="http://bbs.zhichiwangluo.com/data/attachment/forum/201905/30/152705sc40cxljoxx9pucx.png" class="zoom" width="855"/> </p><p><span style="overflow-wrap: break-word; margin: 0px; padding: 0px; font-weight: 700;"><span style="font-size:18px"></span></span><span style="font-family:微软雅黑"><span style="font-family:微软雅黑"><span style="overflow-wrap: break-word; margin: 0px; padding: 0px; font-weight: 700;"><span style="font-size:18px">2.1 销售代表名片和强制变更</span></span> </span></span></p><p><span style="font-family:微软雅黑"><span style="font-family:微软雅黑"><span style="font-size:16px">第一步：开启强制变更</span> <span style="font-size:16px">第二步：设置一个销售为代表名片，设置好后，所有销售角色的名片的公司名称和地址将会更改为销售代表名片的公司名和地址，并且不能修改（如图三，在后台和小程序端都不能修改）</span> <img id="aimg_13908" src="http://bbs.zhichiwangluo.com/data/attachment/forum/201905/30/152705hkkoq5goqllkkyyi.png" class="zoom" width="855"/> <img id="aimg_13909" src="http://bbs.zhichiwangluo.com/data/attachment/forum/201905/30/152705v7m7nj7ci3e33rh1.png" class="zoom" width="855"/> <img id="aimg_13910" src="http://bbs.zhichiwangluo.com/data/attachment/forum/201905/30/152705qyce5rascarynnhs.png" class="zoom" width="855"/> </span></span></p><p><span style="font-family:微软雅黑"><span style="font-family:微软雅黑"><span style="overflow-wrap: break-word; margin: 0px; padding: 0px; font-weight: 700;"><span style="font-size:18px">2.2 显示到通讯录</span></span> </span></span></p><p><span style="font-family:微软雅黑"><span style="font-family:微软雅黑"><span style="font-size:16px"><span style="font-family:微软雅黑">【</span>1】在后台勾选了之后，在每个人的小程序端通讯录都会显示该销售</span> </span></span></p><p><span style="font-family:微软雅黑"><span style="font-family:微软雅黑"><span style="font-size:16px"><span style="font-family:微软雅黑">【</span>2】名片角标可自定修改，在后台管理或者小程序端编辑名片都可修改</span></span></span><span style="font-family:微软雅黑"><span style="font-family:微软雅黑"><span style="font-size:16px"> </span><img id="aimg_13911" src="http://bbs.zhichiwangluo.com/data/attachment/forum/201905/30/152705srw4m99rpdc9rmux.png" class="zoom" width="855"/> </span></span></p><p><span style="font-family:微软雅黑"><span style="font-family:微软雅黑"><span style="overflow-wrap: break-word; margin: 0px; padding: 0px; font-weight: 700;"><span style="font-size:18px">2.3 我的客户</span></span> </span></span></p><p><span style="font-family:微软雅黑"><span style="font-family:微软雅黑"><span style="font-size:16px">后台可查看每个销售跟进的用户并且查看用户的跟进动态</span> <img id="aimg_13912" src="http://bbs.zhichiwangluo.com/data/attachment/forum/201905/30/152705ti1b12e1p142p4tp.png" class="zoom" width="855"/> </span></span></p><p><span style="font-family:微软雅黑"><span style="font-family:微软雅黑"><span style="font-size:16px">后台可查看该用户被销售跟进的跟进动态和用户对该销售的行为记录</span> <img id="aimg_13913" src="http://bbs.zhichiwangluo.com/data/attachment/forum/201905/30/152706c8mv8rvorddavz5a.png" class="zoom" width="855"/> </span></span></p><p><span style="font-family:微软雅黑"><span style="font-family:微软雅黑"><span style="overflow-wrap: break-word; margin: 0px; padding: 0px; font-weight: 700;"><span style="font-size:18px">2.4 名片码</span></span> </span></span></p><p><span style="font-family:微软雅黑"><span style="font-family:微软雅黑"><span style="font-size:16px">可在销售管理列表下载销售的名片码</span></span></span></p><p><span style="color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"> </span><span style="font-family:微软雅黑"><span style="font-family:微软雅黑"><span style="font-size:16px"></span><img id="aimg_13914" src="http://bbs.zhichiwangluo.com/data/attachment/forum/201905/30/152706j3szc3hkk2gfvb63.png" class="zoom" width="855"/></span></span></p><p><br/></p><p><span style="font-family:微软雅黑"><span style="font-size:16px">新增名片码，在面对面聊天的场景下可通过向别人展示名片码加对方好友</span></span></p><p><span style="font-family:微软雅黑"><span style="font-size:16px"></span></span></p><p><img id="aimg_15444" src="http://bbs.zhichiwangluo.com/data/attachment/forum/201908/14/165952nssb7ia3e4w3awzz.png" class="zoom" width="628"/></p><p><span style="font-family:微软雅黑"><span style="font-family:微软雅黑"><span style="overflow-wrap: break-word; margin: 0px; padding: 0px; font-weight: 700;"><span style="font-size:24px">二、小程序端用户管理</span></span> <span style="overflow-wrap: break-word; margin: 0px; padding: 0px; font-weight: 700;"><span style="font-size:18px">1、创建名片</span></span> <span style="font-family:微软雅黑"><span style="">进入小程序后，无名片时，点击【创建名片】，将进入到创建名片页面，可自定义名片风格样式</span></span> <img id="aimg_13915" src="http://bbs.zhichiwangluo.com/data/attachment/forum/201905/30/152706z5z22i25s22pzfis.png" class="zoom" width="530"/> <img id="aimg_13916" src="http://bbs.zhichiwangluo.com/data/attachment/forum/201905/30/152706pf177vmmy97yiipd.png" class="zoom" width="855"/> </span></span></p><p><span style="font-family:微软雅黑"><span style="font-family:微软雅黑"><span style="overflow-wrap: break-word; margin: 0px; padding: 0px; font-weight: 700;"><span style="">注：如果不想用户在小程序端创建名片，可在后台管理关闭开关</span></span> <img id="aimg_13917" src="http://bbs.zhichiwangluo.com/data/attachment/forum/201905/30/152706m2j2y2ojtjjsdyed.png" class="zoom" width="855"/> </span></span></p><p><span style="font-family:微软雅黑"><span style="font-family:微软雅黑"><span style="overflow-wrap: break-word; margin: 0px; padding: 0px; font-weight: 700;"><span style="font-size:18px">2、拍名片</span></span> </span></span></p><p><span style="font-family:微软雅黑"><span style="font-family:微软雅黑"><span style="font-size:16px"><span style="overflow-wrap: break-word; margin: 0px; padding: 0px; font-weight: 700;">第一步：</span>点击【拍名片】</span> </span></span></p><p><span style="font-family:微软雅黑"><span style="font-family:微软雅黑"><span style="font-size:16px"><span style="overflow-wrap: break-word; margin: 0px; padding: 0px; font-weight: 700;">第二步：</span><span style="font-family:微软雅黑">将一张名片平整放在桌上，将名片内容可视区域锁定在手机中，识别了具体信息后将</span> <span style="font-family:微软雅黑">会进入到第二张图，将字段填充到【添加客户】信息表</span></span> </span></span></p><p><span style="font-family:微软雅黑"><span style="font-family:微软雅黑"><span style="font-size:16px"><span style="overflow-wrap: break-word; margin: 0px; padding: 0px; font-weight: 700;"><span style="font-family:微软雅黑">第三步：</span></span>如果添加的手机号已在系统中，则将会提示该用户已在系统中，你即可进入名片详情将该用户添加到用户列表中；如果该手机号不在系统用户中，则将会创建一张新的名片，创建成功后，可发给微信好友进行认领</span> <span style="font-size:16px"><span style="font-family:微软雅黑">认领条件：授权时手机号需要和名片手机号进行匹配，匹配成功表示认领成功；若被人认领过了则将会提示</span>“已认领”</span></span></span></p><p><span style="font-family:微软雅黑"><span style="font-family:微软雅黑"> <img id="aimg_13918" src="http://bbs.zhichiwangluo.com/data/attachment/forum/201905/30/152707oipv49vpbvy0j0qq.png" class="zoom" width="755"/> </span></span></p><p><span style="font-family:微软雅黑"><span style="font-family:微软雅黑"><span style="overflow-wrap: break-word; margin: 0px; padding: 0px; font-weight: 700;"><span style="font-size:18px"></span></span><span style="overflow-wrap: break-word; margin: 0px; padding: 0px; font-weight: 700;"><span style="font-size:18px">3、通讯录和用户管理</span></span> </span></span></p><p><span style="font-family:微软雅黑"><span style="font-family:微软雅黑"><span style="font-size:16px"><span style="font-family:微软雅黑">通讯录和用户管理的区别是：通讯录只展示有名片的用户，用户管理将会展示有名片</span>/无名片的全部用户，其他对应的操作都是一样的</span> <span style="font-family:微软雅黑"><span style="font-size:16px">客户类型说明：</span></span></span></span></p><p><span style="font-family:微软雅黑"><span style="font-size:16px">【所有客户】：所有类型客户的总和</span></span><span style="color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"> </span></p><p><span style="font-family:微软雅黑"><span style="font-size:16px">【跟进中】：已经跟进的客户</span></span><span style="color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"> </span></p><p><span style="font-family:微软雅黑"><span style="font-size:16px">【沟通中】：已经和对方建立沟通关系（去除自动回复）</span></span><span style="color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"> </span></p><p><span style="font-family:微软雅黑"><span style="font-size:16px">【我收藏的】：收藏的客户</span></span><span style="color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"> </span></p><p><span style="font-family:微软雅黑"><span style="font-size:16px">【线索客户】：后台分配的客户和拍名片获取的客户</span></span><span style="font-family:微软雅黑"><span style="font-size:16px"> </span></span><span style="font-family:微软雅黑"><span style="font-family:微软雅黑"><img id="aimg_13919" src="http://bbs.zhichiwangluo.com/data/attachment/forum/201905/30/152707gsyizpwg3trwuex3.jpg" class="zoom" width="855"/> </span></span></p><p><span style="color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"></span><span style="color:#494949"><span style="font-family:微软雅黑"><span style="font-size:16px"></span></span></span><span style="color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"></span><span style="color:#494949"><span style="font-family:微软雅黑"><span style="font-size:16px">【客户搜索】：按电话有无进行搜索</span></span></span></p><p><span style="color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"> </span><span style="font-family:微软雅黑"><span style="font-size:16px"><span style="color:#494949"></span></span></span><span style="color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"></span><img id="aimg_15445" src="http://bbs.zhichiwangluo.com/data/attachment/forum/201908/14/170123aqzwaj94jnfs626k.png" class="zoom" width="628"/> </p><p><span style="color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"></span><span style="font-family:微软雅黑"><span style="font-size:16px">【客户筛选】：3天未沟通、7天未沟通功能筛选</span></span><span style="color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"> </span><img id="aimg_15446" src="http://bbs.zhichiwangluo.com/data/attachment/forum/201908/14/170155vc0o8jjj18zo830g.png" class="zoom" width="831"/> </p><p><span style="color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"></span><span style="overflow-wrap: break-word; margin: 0px; padding: 0px; font-weight: 700; color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"><span style="font-size:18px">4、打电话</span></span><span style="color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"> </span><span style="font-family:微软雅黑"><span style="font-family:微软雅黑"><span style="font-size:16px">当用户有电话号码时，客户管理或者通讯录都可以对该用户进行打电话</span></span></span><span style="font-family:微软雅黑"> <span style="font-family:微软雅黑"><span style="font-size:16px"></span></span></span><span style="color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"></span><img id="aimg_13933" src="http://bbs.zhichiwangluo.com/data/attachment/forum/201905/30/154331r4gbbwbzwlryo2m2.png" class="zoom" width="750"/> </p><p><span style="color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"></span><span style="overflow-wrap: break-word; margin: 0px; padding: 0px; font-weight: 700; color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"><span style="font-size:18px">5、跟进、做笔记、收藏</span></span><span style="color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"> </span></p><p><span style="font-family:微软雅黑"><span style="font-family:微软雅黑"><span style="font-size:16px">跟进：所有人（非销售人员和销售人员）都可以对用户进行跟进</span></span></span><span style="color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"> </span><span style="font-family:微软雅黑"><span style="font-family:微软雅黑"><span style="font-size:16px">做笔记：跟进之后将可以对该用户进行做笔记，以便于下次记住</span></span></span><span style="color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"> </span><span style="font-family:微软雅黑"><span style="font-family:微软雅黑"><span style="font-size:16px">收藏：可对未被跟进的用户进行收藏，收藏后可在收藏列表进行查看</span></span></span></p><p><span style="color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"> </span><span style="font-family:微软雅黑"><img id="aimg_13921" src="http://bbs.zhichiwangluo.com/data/attachment/forum/201905/30/152707rir1g515yq7qc1gc.png" class="zoom" width="819"/></span></p><p><span style="font-family:微软雅黑"> </span><span style="color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"></span><span style="overflow-wrap: break-word; margin: 0px; padding: 0px; font-weight: 700; color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"><span style="font-size:18px">6、跟进记录</span></span><span style="color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"> </span></p><p><span style="font-size:16px"><span style="font-family:微软雅黑">点击【跟进记录】可进入到该用户的客户详情中去，在客户详情页面可查看客户对自己的行为记录、跟进记录以及统计分析</span></span><span style="color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"> </span><span style="font-family:微软雅黑"><img id="aimg_13922" src="http://bbs.zhichiwangluo.com/data/attachment/forum/201905/30/152707hj3tqtn0gj4z332j.png" class="zoom" width="855"/> </span></p><p><span style="color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"></span><span style="overflow-wrap: break-word; margin: 0px; padding: 0px; font-weight: 700; color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"><span style="font-size:18px">7、移除、屏蔽</span></span><span style="color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"> </span></p><p><span style="font-size:16px"><span style="font-family:微软雅黑"><span style="font-family:微软雅黑">【移除】：暂时从客户列表</span>/通讯录将该用户移除，后期查看名片后将会回来</span></span><span style="color: rgb(81, 81, 81); font-family: "Microsoft Yahei", Simsun; font-size: 14px; background-color: rgb(255, 255, 255);"> </span></p><p><span style="font-size:16px"><span style="font-family:微软雅黑"><span style="font-family:微软雅黑">【屏蔽】：永久从客户列表</span>/通讯录将该用户移除，后期查看名片将不会回来</span></span></p>
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