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  • 客户跟进管理系统-表格模板客户跟进管理系统44414.4478128,,序号员工姓名部门电话邮箱备注IDAssignmentFirst Letter Upper,1.0研发部12312354123.01.0,2.0测试部12312354124.0试用阶段2.0,3.0行政部12312354125.03.0,4.012312354126.04.0,12312354127.0,6.0,7.0,8.0,9.0,10.0,11.0,12.0,13.0,14.0,15.0,16.0,17.0,18.0,19.0,20.0,21.0,22.0,23.0,24.0,25.0,26.0,27.0,28.0,29.0,30.0,31.0,32.0,33.0,34.0,35.0,36.0,37.0,38.0,39.0,40.0,41.0,42.0,43.0,44.0,45.0,46.0,47.0,48.0,49.0,50.0,51.0,52.0,53.0,54.0,55.0,56.0,57.0,58.0,59.0,60.0,61.0,62.0,63.0,64.0,65.0,66.0,67.0,68.0,69.0,70.0,71.0,72.0,73.0,74.0,75.0,76.0,77.0,78.0,79.0,80.0,81.0,82.0,83.0,84.0,85.0,86.0,87.0,88.0,89.0,90.0,91.0,92.0,93.0,94.0,95.0,96.0,97.0,98.0,99.0,100.0,,序号客户名称负责的员工电话邮箱备注IDAssignmentFirst Letter Upper,1.0姓名112312354123.01.0,2.0姓名212312354124.0寻求的客户 - 特别关注2.0,3.0姓名312312354125.03.0,4.0姓名412312354126.04.0,5.0姓名512312354127.05.0,姓名612312354127.0,7.0,8.0,9.0,10.0,11.0,12.0,13.0,14.0,15.0,16.0,17.0,18.0,19.0,20.0,21.0,22.0,23.0,24.0,25.0,26.0,27.0,28.0,29.0,30.0,31.0,32.0,33.0,34.0,35.0,36.0,37.0,38.0,39.0,40.0,41.0,42.0,43.0,44.0,45.0,46.0,47.0,48.0,49.0,50.0,51.0,52.0,53.0,54.0,55.0,56.0,57.0,58.0,59.0,60.0,61.0,62.0,63.0,64.0,65.0,66.0,67.0,68.0,69.0,70.0,71.0,72.0,73.0,74.0,75.0,76.0,77.0,78.0,79.0,80.0,81.0,82.0,83.0,84.0,85.0,86.0,87.0,88.0,89.0,90.0,91.0,92.0,93.0,94.0,95.0,96.0,97.0,98.0,99.0,100.0,101.0,102.0,103.0,104.0,105.0,106.0,107.0,108.0,109.0,110.0,111.0,112.0,113.0,114.0,115.0,116.0,117.0,118.0,119.0,120.0,121.0,122.0,123.0,124.0,125.0,126.0,127.0,128.0,129.0,130.0,131.0,132.0,133.0,134.0,135.0,136.0,137.0,138.0,139.0,140.0,141.0,142.0,143.0,144.0,145.0,146.0,147.0,148.0,149.0,150.0,151.0,152.0,153.0,154.0,155.0,156.0,157.0,158.0,159.0,160.0,161.0,162.0,163.0,164.0,165.0,166.0,167.0,168.0,169.0,170.0,171.0,172.0,173.0,174.0,175.0,176.0,177.0,178.0,179.0,180.0,181.0,182.0,183.0,184.0,185.0,186.0,187.0,188.0,189.0,190.0,191.0,192.0,193.0,194.0,195.0,196.0,197.0,198.0,199.0,200.0,201.0,202.0,203.0,204.0,205.0,206.0,207.0,208.0,209.0,210.0,211.0,212.0,213.0,214.0,215.0,216.0,217.0,218.0,219.0,220.0,221.0,222.0,223.0,224.0,225.0,226.0,227.0,228.0,229.0,230.0,231.0,232.0,233.0,234.0,235.0,236.0,237.0,238.0,239.0,240.0,241.0,242.0,243.0,244.0,245.0,246.0,247.0,248.0,249.0,250.0,251.0,252.0,253.0,254.0,255.0,256.0,257.0,258.0,259.0,260.0,261.0,262.0,263.0,264.0,265.0,266.0,267.0,268.0,269.0,270.0,271.0,272.0,273.0,274.0,275.0,276.0,277.0,278.0,279.0,280.0,281.0,282.0,283.0,284.0,285.0,286.0,287.0,288.0,289.0,290.0,291.0,292.0,293.0,294.0,295.0,296.0,297.0,298.0,299.0,300.0,301.0,302.0,303.0,304.0,305.0,306.0,307.0,308.0,309.0,310.0,311.0,312.0,313.0,314.0,315.0,316.0,317.0,318.0,319.0,320.0,321.0,322.0,323.0,324.0,325.0,326.0,327.0,328.0,329.0,330.0,331.0,332.0,333.0,334.0,335.0,336.0,337.0,338.0,339.0,340.0,341.0,342.0,343.0,344.0,345.0,346.0,347.0,348.0,349.0,350.0,351.0,352.0,353.0,354.0,355.0,356.0,357.0,358.0,359.0,360.0,361.0,362.0,363.0,364.0,365.0,366.0,367.0,368.0,369.0,370.0,371.0,372.0,373.0,374.0,375.0,376.0,377.0,378.0,379.0,380.0,381.0,382.0,383.0,384.0,385.0,386.0,387.0,388.0,389.0,390.0,391.0,392.0,393.0,394.0,395.0,396.0,397.0,398.0,399.0,400.0,401.0,402.0,403.0,404.0,405.0,406.0,407.0,408.0,409.0,410.0,411.0,412.0,413.0,414.0,415.0,416.0,417.0,418.0,419.0,420.0,421.0,422.0,423.0,424.0,425.0,426.0,427.0,428.0,429.0,430.0,431.0,432.0,433.0,434.0,435.0,436.0,437.0,438.0,439.0,440.0,441.0,442.0,443.0,444.0,445.0,446.0,447.0,448.0,449.0,450.0,451.0,452.0,453.0,454.0,455.0,456.0,457.0,458.0,459.0,460.0,461.0,462.0,463.0,464.0,465.0,466.0,467.0,468.0,469.0,470.0,471.0,472.0,473.0,474.0,475.0,476.0,477.0,478.0,479.0,480.0,481.0,482.0,483.0,484.0,485.0,486.0,487.0,488.0,489.0,490.0,491.0,492.0,493.0,494.0,495.0,496.0,497.0,498.0,499.0,500.0,501.0,502.0,503.0,504.0,505.0,506.0,507.0,508.0,509.0,510.0,511.0,512.0,513.0,514.0,515.0,516.0,517.0,518.0,519.0,520.0,521.0,522.0,523.0,524.0,525.0,526.0,527.0,528.0,529.0,530.0,531.0,532.0,533.0,534.0,535.0,536.0,537.0,538.0,539.0,540.0,541.0,542.0,543.0,544.0,545.0,546.0,547.0,548.0,549.0,550.0,551.0,552.0,553.0,554.0,555.0,556.0,557.0,558.0,559.0,560.0,561.0,562.0,563.0,564.0,565.0,566.0,567.0,568.0,569.0,570.0,571.0,572.0,573.0,574.0,575.0,576.0,577.0,578.0,579.0,580.0,581.0,582.0,583.0,584.0,585.0,586.0,587.0,588.0,589.0,590.0,591.0,592.0,593.0,594.0,595.0,596.0,597.0,598.0,599.0,600.0,601.0,602.0,603.0,604.0,605.0,606.0,607.0,608.0,609.0,610.0,611.0,612.0,613.0,614.0,615.0,616.0,617.0,618.0,619.0,620.0,621.0,622.0,623.0,624.0,625.0,626.0,627.0,628.0,629.0,630.0,631.0,632.0,633.0,634.0,635.0,636.0,637.0,638.0,639.0,640.0,641.0,642.0,643.0,644.0,645.0,646.0,647.0,648.0,649.0,650.0,651.0,652.0,653.0,654.0,655.0,656.0,657.0,658.0,659.0,660.0,661.0,662.0,663.0,664.0,665.0,666.0,667.0,668.0,669.0,670.0,671.0,672.0,673.0,674.0,675.0,676.0,677.0,678.0,679.0,680.0,681.0,682.0,683.0,684.0,685.0,686.0,687.0,688.0,689.0,690.0,691.0,692.0,693.0,694.0,695.0,696.0,697.0,698.0,699.0,700.0,701.0,702.0,703.0,704.0,705.0,706.0,707.0,708.0,709.0,710.0,711.0,712.0,713.0,714.0,715.0,716.0,717.0,718.0,719.0,720.0,721.0,722.0,723.0,724.0,725.0,726.0,727.0,728.0,729.0,730.0,731.0,732.0,733.0,734.0,735.0,736.0,737.0,738.0,739.0,740.0,741.0,742.0,743.0,744.0,745.0,746.0,747.0,748.0,749.0,750.0,751.0,752.0,753.0,754.0,755.0,756.0,757.0,758.0,759.0,760.0,761.0,762.0,763.0,764.0,765.0,766.0,767.0,768.0,769.0,770.0,771.0,772.0,773.0,774.0,775.0,776.0,777.0,778.0,779.0,780.0,781.0,782.0,783.0,784.0,785.0,786.0,787.0,788.0,789.0,790.0,791.0,792.0,793.0,794.0,795.0,796.0,797.0,798.0,799.0,800.0,801.0,802.0,803.0,804.0,805.0,806.0,807.0,808.0,809.0,810.0,811.0,812.0,813.0,814.0,815.0,816.0,817.0,818.0,819.0,820.0,821.0,822.0,823.0,824.0,825.0,826.0,827.0,828.0,829.0,830.0,831.0,832.0,833.0,834.0,835.0,836.0,837.0,838.0,839.0,840.0,841.0,842.0,843.0,844.0,845.0,846.0,847.0,848.0,849.0,850.0,851.0,852.0,853.0,854.0,855.0,856.0,857.0,858.0,859.0,860.0,861.0,862.0,863.0,864.0,865.0,866.0,867.0,868.0,869.0,870.0,871.0,872.0,873.0,874.0,875.0,876.0,877.0,878.0,879.0,880.0,881.0,882.0,883.0,884.0,885.0,886.0,887.0,888.0,889.0,890.0,891.0,892.0,893.0,894.0,895.0,896.0,897.0,898.0,899.0,900.0,901.0,902.0,903.0,904.0,905.0,906.0,907.0,908.0,909.0,910.0,911.0,912.0,913.0,914.0,915.0,916.0,917.0,918.0,919.0,920.0,921.0,922.0,923.0,924.0,925.0,926.0,927.0,928.0,929.0,930.0,931.0,932.0,933.0,934.0,935.0,936.0,937.0,938.0,939.0,940.0,941.0,942.0,943.0,944.0,945.0,946.0,947.0,948.0,949.0,950.0,951.0,952.0,953.0,954.0,955.0,956.0,957.0,958.0,959.0,960.0,961.0,962.0,963.0,964.0,965.0,966.0,967.0,968.0,969.0,970.0,971.0,972.0,973.0,974.0,975.0,976.0,977.0,978.0,979.0,980.0,981.0,982.0,983.0,984.0,985.0,986.0,987.0,988.0,989.0,990.0,991.0,992.0,993.0,994.0,995.0,996.0,997.0,998.0,999.0,1000.0,,序号跟进内容IDAssignmentFirst Letter UpperWORDS FIXED辅助,1.01.0held - >>已完成,2.02.0not performed - >>已取消,3.03.0,4.04.0距到期,word on今天,6.0Word days距到期 ,7.0word delayed延期,8.0word OK已完成,9.0singular天,10.0plural天,11.0,12.0,13.0,14.0,15.0,16.0,17.0,18.0,19.0,20.0,21.0,22.0,23.0,24.0,25.0,26.0,27.0,28.0,29.0,30.0,31.0,32.0,33.0,34.0,35.0,36.0,37.0,38.0,39.0,40.0,41.0,42.0,43.0,44.0,45.0,46.0,47.0,48.0,49.0,50.0,,44414.0,员工姓名客户名称跟进内容日期状态提示,44197.0延期217天-217.0217.0,44198.0-216.0216.0,44199.0-215.0215.0,44200.0延期214天-214.0214.0,44201.0-213.0213.0,44202.0-212.0212.0,44203.0延期211天-211.0211.0,44204.0-210.0210.0,44205.0-209.0209.0,44206.0延期208天-208.0208.0,客户 444207.0-207.0207.0,客户 544208.0-206.0206.0,客户 644209.0-205.0205.0,,员工姓名客户名称跟进内容日期状态提示,44228.0延期186天-186.0186.0,合同谈判44229.0-185.0185.0,合同签订44230.0-184.0184.0,售后跟进44231.0延期183天-183.0183.0,44232.0-182.0182.0,合同谈判44233.0-181.0181.0,合同签订44234.0延期180天-180.0180.0,售后跟进44235.0-179.0179.0,44236.0-178.0178.0,,员工姓名客户名称跟进内容日期状态提示,44265.0进行中延期149天-149.0149.0,合同谈判44266.0-148.0148.0,合同签订44267.0-147.0147.0,售后跟进44268.0-146.0146.0,44269.0-145.0145.0,合同谈判44270.0-144.0144.0,合同签订44271.0-143.0143.0,售后跟进44272.0-142.0142.0,44273.0-141.0141.0,,员工姓名客户名称跟进内容日期状态提示,客户 144296.0延期118天-118.0118.0,合同谈判44297.0-117.0117.0,合同签订44298.0-116.0116.0,售后跟进44299.0延期115天-115.0115.0,44300.0-114.0114.0,合同谈判44301.0-113.0113.0,合同签订44302.0延期112天-112.0112.0,售后跟进44303.0-111.0111.0,44304.0-110.0110.0,,员工姓名客户名称跟进内容日期状态提示,44326.0延期88天-88.088.0,合同谈判44327.0-87.087.0,合同签订44328.0-86.086.0,售后跟进44329.0延期85天-85.085.0,44330.0-84.084.0,合同谈判44331.0-83.083.0,合同签订44332.0延期82天-82.082.0,售后跟进44333.0-81.081.0,44334.0-80.080.0,,员工姓名客户名称跟进内容日期状态提示,44357.0进行中延期57天-57.057.0,合同谈判44358.0-56.056.0,合同签订44359.0已取消需要重新定计划-55.055.0,售后跟进44360.0-54.054.0,44361.0-53.053.0,合同谈判44362.0已取消需要重新定计划-52.052.0,合同签订44363.0-51.051.0,售后跟进44364.0-50.050.0,44365.0-49.049.0,,员工姓名客户名称跟进内容日期状态提示,44387.0延期27天-27.027.0,合同谈判44388.0-26.026.0,合同签订44389.0-25.025.0,售后跟进44390.0延期24天-24.024.0,44391.0-23.023.0,合同谈判44392.0-22.022.0,合同签订44393.0延期21天-21.021.0,售后跟进44394.0-20.020.0,44395.0-19.019.0,,员工姓名客户名称跟进内容日期状态提示,44418.0距到期 4天4.04.0,合同谈判44419.05.05.0,合同签订44420.06.06.0,售后跟进44421.0距到期 7天7.07.0,44422.08.08.0,合同谈判44423.09.09.0,合同签订44424.0距到期 10天10.010.0,售后跟进44425.011.011.0,44426.012.012.0,,员工姓名客户名称跟进内容日期状态提示,44449.0进行中距到期 35天35.035.0,合同谈判44450.036.036.0,合同签订44451.0已取消需要重新定计划37.037.0,售后跟进44452.0进行中距到期 38天38.038.0,44453.039.039.0,合同谈判44454.040.040.0,合同签订44455.041.041.0,售后跟进44456.042.042.0,44457.0已取消需要重新定计划43.043.0,,员工姓名客户名称跟进内容日期状态提示,44479.0距到期 65天65.065.0,合同谈判44480.066.066.0,合同签订44481.067.067.0,售后跟进44482.0距到期 68天68.068.0,44483.069.069.0,合同谈判44484.070.070.0,合同签订44485.0距到期 71天71.071.0,售后跟进44486.072.072.0,44487.073.073.0,,员工姓名客户名称跟进内容日期状态提示,44510.0进行中距到期 96天96.096.0,合同谈判44511.097.097.0,合同签订44512.0已取消需要重新定计划98.098.0,售后跟进44513.0进行中距到期 99天99.099.0,44514.0100.0100.0,合同谈判44515.0101.0101.0,合同签订44516.0102.0102.0,售后跟进44517.0103.0103.0,44518.0已取消需要重新定计划104.0104.0,,员工姓名客户名称跟进内容日期状态提示,44540.0距到期 126天126.0126.0,合同谈判44541.0127.0127.0,合同签订44542.0128.0128.0,售后跟进44543.0距到期 129天129.0129.0,44544.0130.0130.0,合同谈判44545.0已取消需要重新定计划131.0131.0,合同签订44546.0距到期 132天132.0132.0,售后跟进44547.0133.0133.0,44548.0已取消需要重新定计划134.0134.0,,一月二月三月四月五月六月七月八月九月十月十一月十二月,跟进一月二月三月四月五月六月七月八月九月十月十一月十二月合计辅助,合计13.0112.0I5:I604,进行中1.01.031.0,已完成6.045.0H5:H604,已取消36.0,,2.03.04.06.0,员工姓名跟进 姓名1 在 一月 (合计 5 条) 期间 ,姓名1客户名称跟进内容日期状态提示条,月份2.0客户 1初始接触44197.0进行中延期217天 (合计 5 条),一月3.0客户 1合同谈判44198.0,售后跟进44200.0进行中延期214天,6.0初始接触44201.0,一月7.0合同谈判44202.0已取消需要重新定计划,D5:I604,一月!D5:I604,D5:D604,一月!D5:D604,,5.04.05.06.0,客户名称条跟进数量已完成 (合计 1 条跟进数量)条跟进数量未完成 (合计 2 条跟进数量),客户 1 (合计 1 条跟进数量) (合计 2 条跟进数量)提示状态提示,月份合同谈判44198.0初始接触44197.0延期217天初始接触44197.0进行中延期217天,一月合同签订44199.0需要重新定计划合同谈判44198.0已完成已完成,4.0合同签订44199.0已取消需要重新定计划,一月,D5:I604,一月!D5:I604,E5:E604,一月!E5:E604,,合计跟进总数已完成跟进总数进行中跟进总数已取消跟进总数,112.045.031.036.0,每月跟进,跟进次数,合计112.0,已完成45.0,已取消36.0,,姓名1一月二月三月四月五月六月七月八月九月十月十一月十二月,一月二月三月四月五月六月七月八月九月十月十一月十二月,!D5:D604合计,总跟进数总完成数总未完成数!H5:H604已完成,72.029.043.0未完成,每月跟进状态,visits,合计72.0,已完成29.0,未完成43.0,,客户 1,一月二月三月四月五月六月七月八月九月十月十一月十二月,!E5:E604total,跟进总数总完成数总未完成数!H5:H604合计0.0,34.012.022.0未完成,每月跟进状态数,跟进,合计34.0,已完成12.0,未完成22.0,,客户跟进管理系统,步骤 1基本信息录入员工、客户、以及跟进内容等基本信息，用户后续下拉或者统计,步骤 2跟进管理录入每月跟进信息，选择员工以及客户和对应的跟进内容，自动计算是否延期, ,步骤 3多维报表可以从年度、客户、员工对个维度查看报表，可选择某一个员工或者客户进行查看,步骤 4可视化看板多维度以可视化的方式查看，自动生成看板，方便跟进管理
  • 客户跟进管理系统-表格模板
  • 客户跟进管理系统-表格模板
  • 客户跟进管理系统-表格模板
  • 客户跟进管理系统-表格模板
  • 客户跟进管理系统-表格模板
  • 客户跟进管理系统-表格模板
  • 客户跟进管理系统-表格模板
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  • 页数：22页
  • 时间：2021-08-09
  • 编号：20636806
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