跟进记录指的是模板、报表、商机三者之间的联动，支持选择模板填写、@同事、定位、上传图片、上传文件、上传聊天记录等功能。小微给大家配置了一套常用的模板，如需配置自定义模板，请联系小微～
需要先关联联系人才能添加跟进记录~
电脑端
1. 给加在企微上的客户添加跟进记录
在跟客户的聊天窗口，打开侧边栏 -【客户画像】，点击右下角的【+】，即可添加跟进记录。还可选择对应的【跟进模板】进行填写。
2. 给联系人添加跟进记录
打开PC工作台-客户培育-联系人，点击联系人记录即可打开联系人画像，选择【添加跟进】即可。
3、不支持给个微人脉/企微好友添加跟进记录
您可以切换到该个微人脉/企微好友关联的联系人，在联系人画像上添加跟进记录～
手机端
打开卫瓴·协同CRM，进入【工作台】-点击【联系人】
第一种方式：选择联系人，直接点击【跟进】，即可添加跟进记录。
第二种方式：点击卡片进入联系人画像，点击【+】，选择【添加跟进】，即可添加跟进记录。
在填写跟进记录的时，你不仅仅可以手动输入跟进情况，还可以借助页面中的各种功能，让填写内容更加方便哦~
点击左下角的【跟进模板】，可以选择模板，快速填写跟进记录；
如果想要修改模板或者制定一套跟进模板，可以找小微帮忙～
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