vtiger crm 5.2.1 系統使用手冊 - tcloud.leosys.comtcloud.leosys.com/crmvtiger.pdf · 三、...
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Vtiger CRM 5.2.1
I6
IICRM 7
.7
CRM 8
CRM 8
CRM 8
IIIVtiger CRM 9
Vtiger 9
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1..11
2.12
3.13
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I.
(CRM, Customer Relationship
Management)
CRM
CRM
CRM
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IICRM
(Customer Relationship Management, CRM)
CRM
ERP (Back Office)
CRM (Front Office)
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CRM
CRM
1. Communicational CRM
2. Operational CRM
3. Analytic CRM
OLAP()EIS
CRM
1.
2.
3.
4.
CRM
1.
2.
3.
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4.
5.
6.
7.
8.
IIIVtiger CRM
Vtiger CRM 100%
Vtiger CRM
1.
2.
3.
4.
5.
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IV
()
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()
1.
VtigerCRM CEO
Standarduser VtigerCRM
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2.
....
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3.
..
,
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()
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4.
o
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o "
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(1)
(2)
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. Team Selling
. CEO
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. standarduser
(4)
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(3)
< 1>
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6.
admin
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7.
()
8.
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:
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,.,
24
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,
,
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().
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().
logo
().
CRM
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()
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()
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()
VtigerCRM SquirrelMail [3]
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1.
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2. ID
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3.
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1.
2.
. e-mail
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2.
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3.
4.
5.
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. Vtiger CRM
:
E-mail
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. e-mail
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()
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.
1.
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2.
3. VtigerCRM
()
Q
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5.
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()
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:,
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:
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:
:
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:
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2.
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3.
4.
5.
FAQs
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(ANALYTICS) MarketingSalesInventor
DashboardsReportsDashboards()
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()Reports()Vtiger CRM
3 7
Excel PDF
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, -> -> +
,:VAT :Service :Conversion rate
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()
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()
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%
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%
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