Product

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Function Overview

Product management is a key component of the CRM system, involving the creation, maintenance, and recording of interactions with customers regarding products.

Function Entry

Users can access the product management module by clicking on "Product Management" in the navigation bar of the CRM system's main interface.

Operation Steps Description

Create New Product

Create Product Information

1. Log in to the CRM system and navigate to the "Product Management" module.
2. Click the "New" button to enter the product creation page.
3. Fill in the detailed product information, including name, description, price, category, and stock quantity.
4. Click "Save" to complete the creation of the product information.

Record Customer Follow-up Information

Follow-up Record

1. On the product management page, select the product for which you need to record a follow-up.
2. Click the "Follow-up Record" or "New Follow-up" button.
3. Fill in the follow-up information, including follow-up person, time, contract name, number, contact person, follow-up method, satisfaction level, and feedback.
4. Click "Save" to complete the creation of the follow-up record.

Import and Export

Import Product Data

1. Select the "Import" function.
2. Prepare and upload the file containing product information.
3. After matching the fields, click the "Import" button to complete the data import.

Export Product Data

1. Select the "Export" function.
2. Choose the range of product information to be exported.
3. Click the "Export" button, and the system will generate a file.
4. Download and use the generated file.

List Operations

Modify Product Information

1. In the product list, find and click on the product that needs modification.
2. Click the "Modify" button to update the product information.
3. Click "Save" to complete the modification.

Transfer Product

1. Select the "Transfer" function and specify the new responsible person or project.
2. Click "Confirm Transfer" to complete the operation.

Notes

• Data Accuracy: Ensure that the product information entered is accurate to avoid affecting sales and inventory management.
• User Permissions: Be aware of the differences in permissions among users to ensure sufficient operational authority.
• Technical Support: If you encounter issues, refer to the help documentation or contact technical support.

Frequently Asked Questions

Q: How to create a new product?
A: In the "Product Management" module, select "New" and fill in the information.

Q: How to import product data?
A: Use the "Import" function, upload the file, and import after matching the fields.

Q: How to export product information?
A: Select the "Export" function, choose the range, and export.

Q: How to update product information?
A: Select the product in the product list, click "Modify" to update.

Q: How to record customer follow-up information?
A: Select the product, then click "Follow-up Record" or "New Follow-up" and fill in the information.