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【一】:福田戴姆勒行销系统使用说明书(新编)
欧曼行销管理系统
Customer Relationship Management
用户操作手册(经销商端)
User Manualwww.fz173.com_太平人寿奔驰系统登录。
目录
系统客户信息操作流程表............................................................................................................. 4 系统登录 .......................................................................................................................................... 5 1信息收集流程管理........................................................................................................................ 6
1.1录入客户信息(经销商端) .................................................................................................. 6
1.1.1业务简述 .......................................................................................................... 6 1.1.2启动路径 .......................................................................................................... 6 1.1.3操作细节 .......................................................................................................... 6
1.2客户信息查询(经销商端) ................................................................................................ 17
1.1.1业务简述 ........................................................................................................ 17 1.1.2启动路径 ........................................................................................................ 17 1.1.3操作细节 ........................................................................................................ 17
1.3计划信息查询(经销商端) ................................................................................................ 19
1.3.1业务简述 ........................................................................................................ 19 1.3.2启动路径 ........................................................................................................ 19 1.3.3操作细节 ........................................................................................................ 19
2信息分配管理 ............................................................................................................................. 20
2.1信息分配(经销商端) ........................................................................................................ 20
2.1.1业务简述 ........................................................................................................ 20 2.1.2启动路径 ........................................................................................................ 20 2.1.3操作细节 ........................................................................................................ 20
3访问流程管理 ............................................................................................................................. 23
3.1访问计划制定(经销商端) ................................................................................................ 23www.fz173.com_太平人寿奔驰系统登录。
3.1.1业务简述 ........................................................................................................ 23 3.1.2启动路径 ........................................................................................................ 24 3.1.3操作细节 ........................................................................................................ 24
3.2访问结果录入(经销商端) ................................................................................................ 28
3.2.1业务简述 ........................................................................................................ 28 3.2.2启动路径 ........................................................................................................ 28 3.2.3操作细节 ........................................................................................................ 28
3.3访问历史查询 ................................................................................................................... 31
3.3.1业务简述 ........................................................................................................ 31 3.3.2启动路径 ........................................................................................................ 31 3.3.3操作细节 ........................................................................................................ 32
4销售促进流程管理...................................................................................................................... 33
4.1销售促进计划制定(经销商端) ........................................................................................ 33
4.1.1业务简述 ........................................................................................................ 33 4.1.2启动路径 ........................................................................................................ 33 4.1.3操作细节 ........................................................................................................ 33
4.2销售促进结果录入(经销商端) ........................................................................................ 37
4.2.1业务简述 ........................................................................................................ 37 4.2.2启动路径 ........................................................................................................ 37 4.2.3操作细节 ........................................................................................................ 37www.fz173.com_太平人寿奔驰系统登录。
4.3促进历史查询 ................................................................................................................... 40
4.3.1业务简述 ........................................................................................................ 40 4.3.2启动路径 ........................................................................................................ 40 4.3.3操作细节 ........................................................................................................ 41
5 活动管理……………...……………………………………………………………………………………………………………… 42
5.1活动策划（经销商端）……………………………………………………………………………………………… 42 5.1.1业务简述……………………………………………………………………………………………………42 5.1.2启动路径……………………………………………………………………………………………………42 5.1.3操作细节……………………………………………………………………………………………………42 5.2活动结果录入………………………………………………………………………………………………………………45 5.1.1业务简述……………………………………………………………………………………………………45 5.1.2启动路径……………………………………………………………………………………………………45 5.1.3操作细节……………………………………………………………………………………………………45 5.3活动查询……………………………………………………………………………………………………………… ……..47 5.1.1业务简述……………………………………………………………………………………………………47 5.1.2启动路径……………………………………………………………………………………………………47 5.1.3操作细节……………………………………………………………………………………………………47 6 日常业务操作……………………………………………………………………………………………………………… …….49
6.1客户信息完善工作……………………………………………………………………………………………… ……..49 6.2客户信息平台搭建信息的系统录入…………………………………………………………………… ……..50 7 疑问解答……………………………………………………………………………………………………………… …………….52
7.1信息收集流程管理类…………………………………………………………………………………… …………….52 7.2访问流程管理类…………………………………………………………………………………… …………………….53 7.3信息完善类…………………………………………………………………………………… ……………………………54 7.4客户信息平台搭建类…………………………………………………………………………………… …………….54
客户信息操作流程表
系统登录
1．打开Internet Explorer浏览器，在地址栏中输入
2．在图中，输入您的用户名和密码，点击“确定”按钮，可以正式进入福田戴姆勒行销系统页面，如下图所示：
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