> 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/10-gong-yong-she-ding-dian-nao-ban/03-qia-tan-zhuang-tai.md).

# 03洽談狀態

提供使用者權限有【業務客情-管理】項勾選【可執行】權限的帳號，維護【洽談記錄】作業中的【洽談狀態】內容

洽談狀態的新增時可在手機版或電腦版操作，但要修改時就要在電腦版調整喲

1、開啟【公用設定-洽談狀態】

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-MDD1uV4zg4NCMxDsRnl%2F-MDD4QVhQVO5JNXmda0o%2F2020-07-27_101535.png?alt=media\&token=543f5982-3b18-4718-b16e-be3be5ee863b)

2、建立新的洽談狀態，按【新增】後在新增的一列直接輸入要建立的洽談狀態內容後儲存即可

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-MDD1uV4zg4NCMxDsRnl%2F-MDD5fRjprO4LCFl-yVd%2F2020-07-27_102636.png?alt=media\&token=6b208d10-93d9-4f1f-ba1b-85543358ecb9)

在手機版可在【客戶資料】新增或修改狀態時，按【洽談狀態】欄的+新增項目

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-MDDA0g5-ygk1enBLlqd%2F-MDDAvy8Dh6kX6pAm-dY%2FS__21372949-1.jpg?alt=media\&token=f353f882-04c9-477a-9107-0ea045c40bdc)

輸入名稱後按【OK】即完成，手機和電腦資料是同步的，所以電腦版也會有新項目喔！

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-MDDA0g5-ygk1enBLlqd%2F-MDDBM-HEFWN4OvdiZbl%2FS__21372950-1.jpg?alt=media\&token=368dd41e-2cc3-4105-85aa-a27212350b02)

建立完成後在【洽談記錄-洽談狀態】欄即可運用喲

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-MDD8469Bzc4bX8XSU9W%2F-MDD92PVzAF9ARCFy4Kt%2FS__21372948-1.jpg?alt=media\&token=153a20f9-d3dd-4281-b98c-bb059483a590)

修改洽談狀態欄內容要在電腦版操作，點選該欄後直接調整新內容再儲存即可

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-MDDA0g5-ygk1enBLlqd%2F-MDDCX283Th_u9Vs_TqV%2FS__21372950-1.jpg?alt=media\&token=9733c20b-9623-44f6-8e3d-7523936d7f47)

未完…待緒