> For the complete documentation index, see [llms.txt](https://docs.a1erp.digiwin.com/newcrm/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/newcrm/master.md).

# 掌客雲-使用手冊

管理客戶資料、業務日程及油資審核，方便業務效率回報及記錄工作重要資訊，協助管理者掌握業務外勤打卡，里程油資合理申報，透過商機漏斗圖表快速查看每位業務預期的機會銷售額

歡迎使用, 請先下載APP

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-M4N_dyykJtp2x1K153m%2F-M4N_pbtMPpbrA3-uaIs%2F2020-04-08_135646.png?alt=media\&token=62bb5972-01c3-4c3a-bed1-371903545048)

章節內容：

[1、客戶資料](https://docs.a1erp.digiwin.com/newcrm/2.-ke-hu-zi-liao)

[2、行程安排](https://docs.a1erp.digiwin.com/newcrm/2-hang-cheng-an-pai)

[3、任務里程](https://docs.a1erp.digiwin.com/newcrm/1-hang-cheng-an-pai)

[4、洽談記錄](https://docs.a1erp.digiwin.com/newcrm/4-qia-tan-ji-lu)

[5、油資審核](https://docs.a1erp.digiwin.com/newcrm/5-you-zi-shen-he)

[6、工作日誌](https://docs.a1erp.digiwin.com/newcrm/6-gong-zuo-ri-zhi)

[7、商機跟蹤](https://docs.a1erp.digiwin.com/newcrm/7-shang-ji-gen-zong)

[8、商機漏斗](https://docs.a1erp.digiwin.com/newcrm/8-shang-ji-lou-dou)

[9、庫存查詢](https://docs.a1erp.digiwin.com/newcrm/9-ku-cun-cha-xun)

[10、行事曆(電腦版)](https://docs.a1erp.digiwin.com/newcrm/9-hang-shi-li-dian-nao-ban)

[11、公用設定(電腦版)](https://docs.a1erp.digiwin.com/newcrm/10-gong-yong-she-ding-dian-nao-ban)

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-M5djaWcu7-j3Gl2Nmld%2F-M5e5UAREPwuU7oUqyf4%2FS__19415045-2.jpg?alt=media\&token=41f75033-04cf-4423-8ef6-06bddeb81187)

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-M5djaWcu7-j3Gl2Nmld%2F-M5e5XLVVzpec6QCUhED%2FS__19415042-1.jpg?alt=media\&token=85ea594a-7390-46db-bf4f-be2c11f8d5ba)

電腦版模組

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-MDXSzq2lOPtN38WWqJ0%2F-MDXU0Xz7CGqUCbRdTuN%2F2020-07-31_092643.png?alt=media\&token=32a4b4a7-6bd3-444c-8867-a49193878de4)

<https://a1.digiwin.com/product/a1_CRM.php>

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-MDXSzq2lOPtN38WWqJ0%2F-MDXU8EsZaWsk7IsSaCv%2F2020-07-31_092849.png?alt=media\&token=5e962f97-c963-4714-83b7-3a2bf7a0ded3)

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-MDXUBmUgwGB_9hCpvNq%2F-MDXU_QZEMVnt8Ej3baT%2F2020-07-31_093025.png?alt=media\&token=85062bbb-a512-401c-899b-ecb85a9b2326)

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-MDXUBmUgwGB_9hCpvNq%2F-MDXUr807-cqCi2SrVc5%2F2020-07-31_093129.png?alt=media\&token=5a190915-b4ef-46c8-9d57-2ae34e455c41)

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-MDXUBmUgwGB_9hCpvNq%2F-MDXV0-b1yG29KkAEXrQ%2F2020-07-31_093234.png?alt=media\&token=36c25bc9-9e8c-4572-8f73-36c2b90fc44b)

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-MDXUBmUgwGB_9hCpvNq%2F-MDXV84QXF_D1h7vLDfM%2F2020-07-31_093311.png?alt=media\&token=1d9b5b0c-a1b7-4d78-a517-3f9aa52a1cca)

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-M4NR0n4yt4MMGUf83Xl%2F-M4NX2GrE7hjp4ccr0f8%2F%E6%A5%AD%E5%8B%99%E5%AE%A2%E6%83%85.png?alt=media\&token=8a814342-c710-41be-9f55-689fb51406b0)