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                            【工作】-【銷售管理】-【銷售機會】員工對潛在客戶進行備注跟進
![](https://img.kancloud.cn/90/c2/90c241fd9039db59c6ca8517380ac408_1201x443.png)
企微助手應用工后臺添加銷售機會：
點擊【添加】可設置對應的機會名稱，選擇客戶，選擇交易訂單信息
![](https://img.kancloud.cn/b6/75/b675de4718b2621bc8056ba59259441e_1357x777.png)
銷售階段如何添加：
【設置】-【客戶設置】-【銷售機會設置】-【銷售階段設置】
![](https://img.kancloud.cn/62/50/625039f68521e8454640aa0c7789a35b_1268x500.png)
丟單原因如何添加：
【設置】-【客戶設置】-【銷售機會設置】-【丟單原因管理】
![](https://img.kancloud.cn/4b/c3/4bc3bd5a977175b395e9b87abc654ce1_1659x458.png)
企業微信如何添加銷售機會：
![](https://img.kancloud.cn/99/08/9908d68c05dea76cd5239943abf53165_457x590.png)
![](https://img.kancloud.cn/62/31/6231a4fd415059e5db20f8cca55ab16a_358x873.png)
                    
                
        
                
            
        
                
    
                
    
                
        
                
    
                

                







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