> For the complete documentation index, see [llms.txt](https://docs.a1erp.digiwin.com/crm/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.a1erp.digiwin.com/crm/2.-ke-liao.md).

# 2.客戶資料

當潛客變為正式客戶時會由【潛客資料】作業按【轉正客】拋轉過來【客戶資料】作業，

如有租用【雲端進銷存模組】則【業務客情模組】 的【客戶資料】和【雲端進銷存模組】是相通的同一個作業喔！

![](/files/-Lk7JsnKHp40p5h5R6FN)

關於【客戶資料作業】的詳細操作說明，可參考[【雲端進銷存模組-客戶資料】](https://app.gitbook.com/@digiwin/s/a1usermanual/02-ji-ben-zi-liao/010-ke-hu-zi-liao)篇的說明