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378
金蝶云进销存系统新增订单自动同步到客户关系CRM系统
<p>金蝶云进销存新增订单,订单内包含客户相关信息,公司单独有CRM管理系统,通过此模板,可以将金蝶云进销存和爱客CRM打通,金蝶云进销存当有新客户添加时,爱客CRM创建线索,销售人员可以直接在爱客CRM查看线索,大大提高效。</p>
zh-Hans
2022-01-25T07:07:09.000Z
2022-01-25T07:07:07.000Z
2023-11-25T06:34:36.000Z
480
金蝶云进销存新增订单,订单内包含客户相关信息,公司单独有CRM管理系统,通过此模板,可以将金蝶云进销存和爱客CRM打通,金蝶云进销存当有新客户添加时,爱客CRM创建线索,销售人员可以直接在爱客CRM查看线索,大大提高效。
anyone
official
passed
[
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"action_id": 463,
"action_type": "1",
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"note": null
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{
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24
1.5
{
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"label": "审核状态",
"required": true,
"type": "number",
"dropdown": true,
"choices": [
{
"key": "0",
"label": "未审核"
},
{
"key": "1",
"label": "已审核"
},
{
"key": "2",
"label": "所有"
}
]
}
],
"2": [
{
"key": "check_duplicates",
"label": "是否查重",
"type": "boolean",
"required": false,
"help_txt": "是否进行排重检查"
},
{
"key": "company_name",
"label": "公司名称",
"type": "string",
"required": false
},
{
"key": "status",
"label": "跟进状态",
"type": "string",
"required": false
},
{
"key": "source",
"label": "线索来源",
"type": "string",
"required": false
},
{
"key": "department",
"label": "部门",
"type": "string",
"required": false
},
{
"key": "job",
"label": "职务",
"type": "string",
"required": false
},
{
"key": "note",
"label": "备注",
"type": "string",
"required": false
},
{
"key": "address",
"label": "详细地址",
"type": "string",
"required": false
},
{
"key": "tel",
"label": "电话",
"type": "string",
"required": false
},
{
"key": "qq",
"label": "QQ",
"type": "string",
"required": false
},
{
"key": "wechat",
"label": "微信",
"type": "string",
"required": false
},
{
"key": "phone",
"label": "手机",
"type": "string",
"required": false
},
{
"key": "url",
"label": "网址",
"type": "string",
"required": false
},
{
"key": "emial",
"label": "邮箱",
"type": "string",
"required": false
},
{
"key": "province_id",
"label": "省",
"type": "string",
"required": false
},
{
"key": "city_id",
"label": "城市",
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"required": false
},
{
"key": "district_id",
"label": "地区",
"type": "string",
"required": false
},
{
"key": "zip",
"label": "邮编",
"type": "string",
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},
{
"key": "job",
"label": "职务",
"type": "string",
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}
]
}
[]
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"created_at": "2022-05-20T08:12:33.000Z",
"updated_at": "2022-05-30T07:29:37.000Z",
"sort": 1
},
{
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"name": "客户管理",
"locale": "zh-Hans",
"published_at": "2022-05-30T07:29:35.000Z",
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"updated_at": "2023-11-06T07:37:58.000Z",
"action_id": "41",
"action_name": "创建线索",
"error": null,
"description": "创建销售线索",
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[]
100+
43
86
43
1777
Msg
378
金蝶云进销存系统新增订单自动同步到客户关系CRM系统
<p>金蝶云进销存新增订单,订单内包含客户相关信息,公司单独有CRM管理系统,通过此模板,可以将金蝶云进销存和爱客CRM打通,金蝶云进销存当有新客户添加时,爱客CRM创建线索,销售人员可以直接在爱客CRM查看线索,大大提高效。</p>
zh-Hans
2022-01-25T07:07:09.000Z
2022-01-25T07:07:07.000Z
2023-11-25T06:34:36.000Z
480
金蝶云进销存新增订单,订单内包含客户相关信息,公司单独有CRM管理系统,通过此模板,可以将金蝶云进销存和爱客CRM打通,金蝶云进销存当有新客户添加时,爱客CRM创建线索,销售人员可以直接在爱客CRM查看线索,大大提高效。
anyone
official
passed
[
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"action_id": 463,
"action_type": "1",
"sort": "1",
"note": null
},
{
"app_id": 12,
"action_id": 41,
"action_type": "2",
"sort": "2",
"note": null
}
]
24
1.5
{
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"required": true,
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"dropdown": true,
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"label": "未审核"
},
{
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},
{
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"label": "所有"
}
]
}
],
"2": [
{
"key": "check_duplicates",
"label": "是否查重",
"type": "boolean",
"required": false,
"help_txt": "是否进行排重检查"
},
{
"key": "company_name",
"label": "公司名称",
"type": "string",
"required": false
},
{
"key": "status",
"label": "跟进状态",
"type": "string",
"required": false
},
{
"key": "source",
"label": "线索来源",
"type": "string",
"required": false
},
{
"key": "department",
"label": "部门",
"type": "string",
"required": false
},
{
"key": "job",
"label": "职务",
"type": "string",
"required": false
},
{
"key": "note",
"label": "备注",
"type": "string",
"required": false
},
{
"key": "address",
"label": "详细地址",
"type": "string",
"required": false
},
{
"key": "tel",
"label": "电话",
"type": "string",
"required": false
},
{
"key": "qq",
"label": "QQ",
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"required": false
},
{
"key": "wechat",
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"type": "string",
"required": false
},
{
"key": "phone",
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"required": false
},
{
"key": "url",
"label": "网址",
"type": "string",
"required": false
},
{
"key": "emial",
"label": "邮箱",
"type": "string",
"required": false
},
{
"key": "province_id",
"label": "省",
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"required": false
},
{
"key": "city_id",
"label": "城市",
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},
{
"key": "district_id",
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},
{
"key": "zip",
"label": "邮编",
"type": "string",
"required": false
},
{
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"label": "职务",
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}
]
}
[]
[]
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"video": null,
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"app_version": "1.0.0",
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{
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[]
[]
100+
43
86
43
1777
Data
378
金蝶云进销存系统新增订单自动同步到客户关系CRM系统
<p>金蝶云进销存新增订单,订单内包含客户相关信息,公司单独有CRM管理系统,通过此模板,可以将金蝶云进销存和爱客CRM打通,金蝶云进销存当有新客户添加时,爱客CRM创建线索,销售人员可以直接在爱客CRM查看线索,大大提高效。</p>
zh-Hans
2022-01-25T07:07:09.000Z
2022-01-25T07:07:07.000Z
2023-11-25T06:34:36.000Z
480
金蝶云进销存新增订单,订单内包含客户相关信息,公司单独有CRM管理系统,通过此模板,可以将金蝶云进销存和爱客CRM打通,金蝶云进销存当有新客户添加时,爱客CRM创建线索,销售人员可以直接在爱客CRM查看线索,大大提高效。
anyone
official
passed
[
{
"app_id": 123,
"action_id": 463,
"action_type": "1",
"sort": "1",
"note": null
},
{
"app_id": 12,
"action_id": 41,
"action_type": "2",
"sort": "2",
"note": null
}
]
24
1.5
{
"1": [
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"key": "checkStatus",
"label": "审核状态",
"required": true,
"type": "number",
"dropdown": true,
"choices": [
{
"key": "0",
"label": "未审核"
},
{
"key": "1",
"label": "已审核"
},
{
"key": "2",
"label": "所有"
}
]
}
],
"2": [
{
"key": "check_duplicates",
"label": "是否查重",
"type": "boolean",
"required": false,
"help_txt": "是否进行排重检查"
},
{
"key": "company_name",
"label": "公司名称",
"type": "string",
"required": false
},
{
"key": "status",
"label": "跟进状态",
"type": "string",
"required": false
},
{
"key": "source",
"label": "线索来源",
"type": "string",
"required": false
},
{
"key": "department",
"label": "部门",
"type": "string",
"required": false
},
{
"key": "job",
"label": "职务",
"type": "string",
"required": false
},
{
"key": "note",
"label": "备注",
"type": "string",
"required": false
},
{
"key": "address",
"label": "详细地址",
"type": "string",
"required": false
},
{
"key": "tel",
"label": "电话",
"type": "string",
"required": false
},
{
"key": "qq",
"label": "QQ",
"type": "string",
"required": false
},
{
"key": "wechat",
"label": "微信",
"type": "string",
"required": false
},
{
"key": "phone",
"label": "手机",
"type": "string",
"required": false
},
{
"key": "url",
"label": "网址",
"type": "string",
"required": false
},
{
"key": "emial",
"label": "邮箱",
"type": "string",
"required": false
},
{
"key": "province_id",
"label": "省",
"type": "string",
"required": false
},
{
"key": "city_id",
"label": "城市",
"type": "string",
"required": false
},
{
"key": "district_id",
"label": "地区",
"type": "string",
"required": false
},
{
"key": "zip",
"label": "邮编",
"type": "string",
"required": false
},
{
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金蝶云进销存系统新增订单自动同步到客户关系CRM系统
<p>金蝶云进销存新增订单,订单内包含客户相关信息,公司单独有CRM管理系统,通过此模板,可以将金蝶云进销存和爱客CRM打通,金蝶云进销存当有新客户添加时,爱客CRM创建线索,销售人员可以直接在爱客CRM查看线索,大大提高效。</p>
zh-Hans
2022-01-25T07:07:09.000Z
2022-01-25T07:07:07.000Z
2023-11-25T06:34:36.000Z
480
金蝶云进销存新增订单,订单内包含客户相关信息,公司单独有CRM管理系统,通过此模板,可以将金蝶云进销存和爱客CRM打通,金蝶云进销存当有新客户添加时,爱客CRM创建线索,销售人员可以直接在爱客CRM查看线索,大大提高效。
anyone
official
passed
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{
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{
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{
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{
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{
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{
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