Rau cov neeg uas ua haujlwm nyob rau hauv Iris CRM system, qhov teeb meem muaj txiaj ntsig zoo tshaj plaws yog kev xa cov ntaub ntawv los ntawm daim ntawv Excel. Ua kev ntshuam yuav tsum teeb tsa ntau qhov tseem ceeb uas cuam tshuam qhov tseeb ntawm cov ntaub ntawv hloov chaw. Ntxiv nrog rau qhov thaub qab koj CRM database, koj yuav tsum tau ua lwm yam ntxiv rau hauv Iris system.
Tsim nyog
Ntshuam cov ntaub ntawv los ntawm cov ntaub ntawv Excel
Cov Lus Qhia
Kauj ruam 1
Txhawm rau pib txheej txheem kev ntshuam, koj yuav tsum mus rau ntu "Kev tswj hwm" thiab xaiv cov khoom "Ntshuam". Rau qhov feem ntau, txhua qhov chaw ntshuam nkag uas koj pom ntawm hauv ntej yog haum rau ntau tus neeg siv, tab sis qee zaus lawv xav tau qee qhov kev hloov kho.
Kauj ruam 2
Thaum muab cov ntaub ntawv nrog qhov txuas ntxiv.xls, koj yuav tsum tsim cov tshuaj ntxiv tshiab. Nyem rau ntawm "Ntxiv".
Kauj ruam 3
Hauv qhov rai no, koj tuaj yeem tsim kev xaiv ntxiv rau qhov txuas ntxiv. Txhawm rau ntxiv rau ib tus neeg siv ntxiv rau hauv cov kab ke, cov cai yooj yim yuav tsum tau ua raws: cov neeg siv tshiab yuav tsum pom tsis tas rau cov thawj coj, tab sis kuj pom mus rau lwm lub voj voog ntawm cov tib neeg. Lub voj voog ntawm cov neeg no tuaj yeem pom ntawm "Assignable User Rights" lossis "Cov Pab Pawg Siv". Ntawm no koj tseem tuaj yeem muab cov cai rau ib tus neeg koom nrog Iris CRM tshiab.
Kauj ruam 4
Cov cai tshawb nrhiav tsis rov qab tsuas txhais tau rau ntawm kab tias "Check for duplicates" tab. Tag nrho cov kev cai muaj rau kev nrhiav cov khoom luam tawm muaj nyob ntawm no.
Kauj ruam 5
Nws yog tsim nyog sau cia tias cov cai uas tau tsim rau ib lub rooj yuav tsis muaj peev xwm cuam tshuam rau kev tshawb nrhiav rau cov txiaj ntsig zoo sib xws hauv lub rooj sib txawv kiag li. Nws tseem tsim nyog sau cia tias thaum tsim cov kev cai ntau yam rau ib lub rooj, qhov xwm txheej "Los yog" tau teeb tsa, txij li tej yam kev mob "Thiab / lossis" tsis tau.
Kauj Ruam 6
Yog li, ib daim ntawv theej ntawm koj daim ntawv teev los ntawm Excel cov ntaub ntawv tshwm nyob rau hauv Iris CRM system, nyob rau hauv uas txhua yam hloov mus rau qhov chaw ntshuam nkag tau ua. Thaum lub sij hawm tom qab ntshuam, koj tuaj yeem cia siab rau cov kev xaiv tsim tsa los ntawm kev teeb tsa.
