> 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/7-shang-ji-gen-zong.md).

# 7、商機跟蹤

將所有商機條列提供清楚的數據分析，方便一起討論如何快速從有機會的商機總金額，轉化為已成交的總銷售額

1、點開【商機跟蹤】

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-M8Jp9HQsxi9qT8UQbhv%2F-M8JqbZ5DsUKGmBlXqD2%2FS__19415044-1.jpg?alt=media\&token=e6bbcb9f-0173-4bdd-a441-844ec5f7e45f)

2、加總了有機會商機的總銷售額，及列出已成交商機的總銷售額

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-M8Jp9HQsxi9qT8UQbhv%2F-M8Jv7sn0IyfX734hXc1%2FS__20185274-1.jpg?alt=media\&token=48aa3174-1fc0-415b-901c-5bc504535af2)

3、想要瞭解商機的詳細內容，點選該筆即可立即開啟

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-M8JyGW6YnMw1Ji6nCa8%2F-M8K0gMI4owVHHofMKPU%2FS__20185277-1.jpg?alt=media\&token=1f48a0e8-9174-4574-b1d2-d1f1d5e26dfe)

4、也可以直接新增商機喔！

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-M8JyGW6YnMw1Ji6nCa8%2F-M8K9DhxXF9TMCAzGJ4F%2FS__20185274-2.jpg?alt=media\&token=b37c15ec-ca29-4532-9c82-1b32fde32a79)

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-M8JyGW6YnMw1Ji6nCa8%2F-M8K9PCFzNZKIZi3PvkH%2FS__20185276-1.jpg?alt=media\&token=96cff159-fde3-4b0e-9834-9fde5a3df517)