> 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/6-gong-zuo-ri-zhi.md).

# 6、工作日誌

從工作日誌掌握查詢期間的洽談記錄內容及商機

1、開啟【工作日誌】

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-M8J7XpOygPof7FOQyfT%2F-M8JoO6CMiD8SYqb608U%2FS__19415044-1.jpg?alt=media\&token=c8a511cd-dc91-4b69-a409-c5594c3811e6)

2、可依想查詢的【業務員】、【期間】設定條件，即可查看該期限有那些洽談記錄

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-M8J7XpOygPof7FOQyfT%2F-M8JobQ4Ijx_Io_0U3kr%2FS__20185252-1.jpg?alt=media\&token=6d3c031e-2e17-4031-a09d-c248063d2d5c)

3、點選【商機】就可檢視該每位人員的預估商機及商機狀態囉！

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-M8J7XpOygPof7FOQyfT%2F-M8JoyAzk1lattCJN72l%2FS__20185254-1.jpg?alt=media\&token=6392ec03-aeca-486a-827d-1bf4bb1d061f)