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  • 针对待办任务或客户发起沟通 

    在此处发起沟通后，创建沟通主题并选择参与人，此过程和上面我们讲到的发起沟通步骤相同，不再赘述。不同的是，在沟通兔/ChatTool的沟通界面，会提示这是针对哪个客户发起的沟通，如下图： 如果在待办任务中有关联的客户，那么在发起的沟通中同样会显示客户名称。

  • 客户视图中联系人树形显示

    客户视图中联系人树形显示 通过上方的设置，我们看到在客户视图的联系人树形图中，“张柳”上级已为“王明亮”。 如下图：

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t2.xtcrm.com

59.151.44.42

Hosting provider:

CHINA-ABITCOOL

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Registrar: Alibaba Cloud Computing (Beijing) Co., Ltd.
Registrant: He Yan Qiu (Bei Jing Wo Li Sen De Ruan Jian Ji Shu You Xian Gong Si)
Updated: August 30, 2022
Expires: September 15, 2024
Created: September 15, 2004

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