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1、CRM·OA·OM·KM一体化的集成软件系统目录第1章产品简介篇4第2章软件入门篇62.1任我行®协同CRM的基本运行环境62.2任我行®协同CRM的安装62.3如何登录系统152.4系统初始化152.4.1组织架构的搭建152.4.2职员信息的设置和录入16第3章软件应用及操作213.1个人主页213.1.1设计理念213.1.2软件上操作方法213.2公司平台243.2.1设计背景243.2.2设计理念253.2.3企业需求273.2.4解决方案283.2.5管理制度283.2.6软件中操作步骤293.3目标
2、行动343.3.1设计背景343.3.2设计理念343.3.3企业需求353.3.4解决方案353.3.5管理制度393.3.6软件中操作步骤413.3.6.1周目标413.3.6.2日目标443.3.6.3团队目标463.3.6.4评分设置流程463.4客户管理533.4.1设计背景533.4.2设计理念533.4.3企业需求543.4.4解决方案543.4.5管理制度573.4.6软件中操作方法583.4.6.1客户模板的设置58forexaminationandapproval,toreturnpartor
3、alloftheloaninadvance.5.8contractcontractspecificrequirements:first,theborrowerandotherclients;Second,loanpersondoublechargeandotherpartiessignedacontractwiththeborrowerandagentsignatureofcontract;Third,customerssignedloancontract,contractofnaturalperson,must
4、becheckedandfingerprintedbyhimself,youmaynotusepersonalnameinsteadbesigned,shallnotauthorizeotherstosign;Four,thepledgor,mortgagorduetospecialreasonsnottosignthecontract,mayauthorizeotherstosignthecontractandretainedafterthenotarynotarizedpowerofAttorney(part
5、iesabroad,outsidetheterritoryofChinasentordeliveredbyapowerofattorneyshallbecertifiedbythenotarypublicofthecountry,andcertifiedbytheEmbassyorConsulateinthecountry).Agentrequiredtoauditmandatesareclear,thecontentiscomplete(apowerofAttorneysamplerecordformfive)
6、,whethertheexpirationdatewithinPART_STORE_00102).Rule22ndsetofgoodswasmovedtothe2ndfromtheleftthecageinsidethevehicleClickonsmartpropertiesoforientedwindowscreentotherightof[loginrule]theperiodofvalidity,andaudittheoriginalidentitycardoftheauthorizedperson,an
7、dkeepcopies.Contractssignedbytheauthorizedpersonauthorized,inthesignaturebarmarked"authorizedperson",andsignedbytheauthorizedperson'sname;Five,contractsigningandclientidentity,signature,fingerprintisclear;Six,fillinthecontractspecificationsubjecttochangeshoul
8、dbestampedwiththeaccountmanagerinchargenameandthumbprintsignaturebythepartiestoshowproof,blankpartsettings
9、,suppressesbed2choice,bedtobedandset1.Note2:nostorageofemptypalletsoutofthelibra
