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新建与导入客户信息

更新于 2024/09/04
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1、新建客户信息

1-1:打开客户列表。点击系统导航栏中的【客户管理】,在下拉菜单中点击【客户列表】出现客户列表(如下图);

image.png


1-2:新建客户。点击客户列表右上角的【新增客户】,出现快速创建客户弹窗,填写客户信息点击保存即可完成创建(如下图)

image.png


2、导入客户

点击列表右上角【导入客户】按钮,出现批量导入弹窗,下载导入模板后按照模板填写资料,点击【点击上传】按钮提交表单即可完成批量导入(如下图)

image.png


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