CRM 后台管理

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74 steps · 7/17/2026, 5:01:08 PM

1

Start from this screen

start · http://localhost:3002/crm/customer

Step 1
2

Click the "新增客户" button

click · http://localhost:3002/crm/customer

Step 2
3

Click the "客户名称" input field

click · http://localhost:3002/crm/customer

Step 3
4

Click the "关闭此对话框" button

click · http://localhost:3002/crm/customer

Step 4
5

Click "公海池"

click · http://localhost:3002/crm/customer

Step 5
6

Click "公海池"

click · http://localhost:3002/crm/pool

Step 6
7

Click "张三"

click · http://localhost:3002/crm/pool

Step 7
8

Click "C-沉睡"

click · http://localhost:3002/crm/pool

Step 8
9

Click the "领取" button

click · http://localhost:3002/crm/pool

Step 9
10

Click "客户标签"

click · http://localhost:3002/crm/tag

Step 10
11

Click the "新增标签" button

click · http://localhost:3002/crm/tag

Step 11
12

Click the "取消" button

click · http://localhost:3002/crm/tag

Step 12
13

Click "跟进记录"

click · http://localhost:3002/crm/follow

Step 13
14

Click "商机管理"

click · http://localhost:3002/crm/follow

Step 14
15

Click "商机管理"

click · http://localhost:3002/crm/opportunity

Step 15
16

Click the "新增商机" button

click · http://localhost:3002/crm/opportunity

Step 16
17

Click here

click · http://localhost:3002/crm/opportunity

Step 17
18

Click the "关闭此对话框" button

click · http://localhost:3002/crm/opportunity

Step 18
19

Click "合同管理"

click · http://localhost:3002/crm/contract

Step 19
20

Click here

click · http://localhost:3002/crm/contract

Step 20
21

Click the "编辑" button

click · http://localhost:3002/crm/contract

Step 21
22

Click the "编辑" button

click · http://localhost:3002/crm/contract

Step 22
23

Click the "关闭此对话框" button

click · http://localhost:3002/crm/contract

Step 23
24

Click "回款管理"

click · http://localhost:3002/crm/contract

Step 24
25

Click "回款管理"

click · http://localhost:3002/crm/payment

Step 25
26

Click the "新增回款计划" button

click · http://localhost:3002/crm/payment

Step 26
27

Click the "取消" button

click · http://localhost:3002/crm/payment

Step 27
28

Click "合同回款汇总"

click · http://localhost:3002/crm/payment

Step 28
29

Click "回款计划列表"

click · http://localhost:3002/crm/payment

Step 29
30

Click "合同回款汇总"

click · http://localhost:3002/crm/payment

Step 30
31

Click "产品库"

click · http://localhost:3002/crm/product

Step 31
32

Click "报价管理"

click · http://localhost:3002/crm/quote

Step 32
33

Click the "编辑" button

click · http://localhost:3002/crm/quote

Step 33
34

Click the "关闭此对话框" button

click · http://localhost:3002/crm/quote

Step 34
35

Click the "编辑" button

click · http://localhost:3002/crm/quote

Step 35
36

Click the "关闭此对话框" button

click · http://localhost:3002/crm/quote

Step 36
37

Click the "编辑" button

click · http://localhost:3002/crm/quote

Step 37
38

Click the "关闭此对话框" button

click · http://localhost:3002/crm/quote

Step 38
39

Click the "新增报价单" button

click · http://localhost:3002/crm/quote

Step 39
40

Click the "关闭此对话框" button

click · http://localhost:3002/crm/quote

Step 40
41

Click the "新增报价单" button

click · http://localhost:3002/crm/quote

Step 41
42

Click "请选择客户"

click · http://localhost:3002/crm/quote

Step 42
43

Click "测试客户公司"

click · http://localhost:3002/crm/quote

Step 43
44

Click "请选择商机"

click · http://localhost:3002/crm/quote

Step 44
45

Click "商机1"

click · http://localhost:3002/crm/quote

Step 45
46

Click the "添加产品" button

click · http://localhost:3002/crm/quote

Step 46
47

Click the "input" input field

click · http://localhost:3002/crm/quote

Step 47
48

Click the "input" input field

click · http://localhost:3002/crm/quote

Step 48
49

Click "请选择"

click · http://localhost:3002/crm/quote

Step 49
50

Click "电脑"

click · http://localhost:3002/crm/quote

Step 50
51

Click the "input" input field

click · http://localhost:3002/crm/quote

Step 51
52

Enter number in "input"

input · http://localhost:3002/crm/quote

Step 52
53

Click the "input" input field

click · http://localhost:3002/crm/quote

Step 53
54

Enter number in "input"

input · http://localhost:3002/crm/quote

Step 54
55

Click "总金额："

click · http://localhost:3002/crm/quote

Step 55
56

Click the "关闭此对话框" button

click · http://localhost:3002/crm/quote

Step 56
57

Click "售后工单"

click · http://localhost:3002/crm/aftersales

Step 57
58

Click the "查看详情" button

click · http://localhost:3002/crm/ticket/2

Step 58
59

Click the "新增处理记录" button

click · http://localhost:3002/crm/ticket/2

Step 59
60

Click "维修配件明细"

click · http://localhost:3002/crm/ticket/2

Step 60
61

Click "客户评价明细"

click · http://localhost:3002/crm/ticket/2

Step 61
62

Click "外勤管理"

click · http://localhost:3002/crm/ticket/2

Step 62
63

Click "外勤管理"

click · http://localhost:3002/crm/field

Step 63
64

Click "日程管理"

click · http://localhost:3002/crm/calendar

Step 64
65

Click "日程管理"

click · http://localhost:3002/crm/calendar

Step 65
66

Scroll down

scroll · http://localhost:3002/crm/calendar

Step 66
67

Click here

click · http://localhost:3002/crm/calendar

Step 67
68

Click "数据报表"

click · http://localhost:3002/crm/report

Step 68
69

Click "数据报表"

click · http://localhost:3002/crm/report

Step 69
70

Click "转化率"

click · http://localhost:3002/crm/report

Step 70
71

Click "客户来源"

click · http://localhost:3002/crm/report

Step 71
72

Click "销售漏斗"

click · http://localhost:3002/crm/report

Step 72
73

Click "排行榜"

click · http://localhost:3002/crm/report

Step 73
74

Click "销售业绩"

click · http://localhost:3002/crm/report

Step 74

Created with Procshot

posted @ 2026-07-17 17:22  superstar  阅读(16)  评论(0)    收藏  举报