简信crm系统回款统计功能基本操作有哪些

简信CRM系统回款统计功能基本操作

随着简信 CRM 系统的不断升级和完善，其回款统计功能也在不断地更新和改进。作为一款先进的客户关系管理系统，回款统计功能可以帮助企业更好地管理客户关系，提高客户满意度和忠诚度。

那么，简信 CRM 系统回款统计功能的基本操作是怎样的呢？下面，我们来详细分析一下。

1. 打开简信 CRM 系统

首先，我们需要打开简信 CRM 系统。可以通过电脑或者移动设备访问简信 CRM 系统。访问方式有很多种，比如可以通过官网下载安装包，也可以通过微信扫描二维码进行安装。

2. 登录简信 CRM 系统

Once we open the system, we need to log in to the system. There are different ways to log in to the system, such as downloading the installation package from the official website or扫描 the二维码.

3. 进入回款统计页面

After we log in to the system, we can enter the "Return Payment的统计" page.

4. 添加回款信息

To add a payment, we need to enter the payment information. This includes the payment method, the payment amount, and the payment date.

5. 选择回款类型

Once we add the payment information, we need to choose the type of payment. This includes the payment method, the payment amount, and the payment date.

6. 填写回款金额

After we choose the type of payment, we need to enter the payment amount. This includes the total amount paid, the payment amount per customer, and the payment amount per month.

7. 确认回款信息

Once we enter the payment information and choose the type of payment, we need to confirm it. This includes confirming the payment method, the payment amount, and the payment date.

8. 查看回款统计结果

After we confirm the payment information, we can view the return payment statistics. This includes the total amount paid, the payment amount per customer, and the payment amount per month.

以上就是简信 CRM 系统回款统计功能的基本操作。通过以上步骤，我们可以轻松地完成回款统计功能的操作。如果还有其他问题，欢迎随时联系我们。