行程安排
不論走到那都可以打開建立預計的行程,及時回報外也讓管理者做適度的安排支援,讓成交機會高
目錄
一、【掌客雲APP版】如何新增行程 >
二、在APP【行程安排】中要快速建立【洽談記錄】 >
三、【掌客雲電腦版】如何新增行程 >
四、將A1建立的行程安排同步到Google行事曆 >
五、查看其他人員行程
一、【掌客雲APP版】如何新增行程
1、開啟【行程安排】
![](https://1305382038-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-M63oNAlRslkJGKScNjt%2F-M63s_zQfwG9cjajy62c%2FS__19415047-1.jpg?alt=media&token=276fdec6-10e1-4e7f-933a-20740744f7ca)
2、按【新增】
![](https://1305382038-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-M63oNAlRslkJGKScNjt%2F-M63s_zQfwG9cjajy62c%2FS__19415047-1.jpg?alt=media&token=276fdec6-10e1-4e7f-933a-20740744f7ca)
2、按【新增】
![](https://1305382038-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-M63oNAlRslkJGKScNjt%2F-M63sydmaIqxctvP_oZi%2FS__19521554-1.jpg?alt=media&token=8b6d905c-9859-447f-83ad-cd952a7269f9)
開始輸入行程內容囉!
![](https://1305382038-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-M63oNAlRslkJGKScNjt%2F-M63tE3eKOdJlxMDSIFq%2FS__19521556.jpg?alt=media&token=a48d4df7-774b-4dc6-9da9-f8c697771745)
3、【業務】會預設登入帳號對應的員工,可改其他業務
4、【客戶】必填,選擇行程對象,選取後會自動帶入【客戶資料】預設的主聯絡人和手機,若對象非主聯絡人則可改其他聯絡人
5、【日期】預帶當日,設定您預計進行的日期
6、【時間】行程安排的時間
7、【提醒方式】:可依希望被提醒的時間做設定,提供選項【行程發生時間】、【5分鍾前】、【15分鍾前】、【30分鍾前】、【1小時前】、【2小時前】、【1天前】、【2天前】
![](https://1305382038-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-M63oNAlRslkJGKScNjt%2F-M63vkCtCrZqahU9mEDX%2F%E8%A1%8C%E7%A8%8B%E6%8B%9C%E8%A8%AA-%E6%8F%90%E9%86%92%E6%96%B9%E5%BC%8F.png?alt=media&token=9665ded9-f6a2-4b8e-b5ae-39938d64123a)
會依設定的提醒時間發出推播訊息喔!超方便的喲
![](https://1305382038-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-M7k_VjV3mSsnrOJrgu0%2F-M7kbTryPVZkUJFYDpaw%2FS__20062210-1.jpg?alt=media&token=386be498-b4fd-4aa3-bc6b-9c0d5d36e982)
![](https://1305382038-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-M63oNAlRslkJGKScNjt%2F-M63vkCtCrZqahU9mEDX%2F%E8%A1%8C%E7%A8%8B%E6%8B%9C%E8%A8%AA-%E6%8F%90%E9%86%92%E6%96%B9%E5%BC%8F.png?alt=media&token=9665ded9-f6a2-4b8e-b5ae-39938d64123a)
會依設定的提醒時間發出推播訊息喔!超方便的喲
![](https://1305382038-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-M7k_VjV3mSsnrOJrgu0%2F-M7kbTryPVZkUJFYDpaw%2FS__20062210-1.jpg?alt=media&token=386be498-b4fd-4aa3-bc6b-9c0d5d36e982)
8、【安排項目】及【納入任務里程】:點選後可選擇預設的項目,若項目無符合的內容,這邊有做權限管制,請需管理者至電腦版的【公用設定-行程項目】新增所需的項目,並決定是否要計算任務里程,如有勾選則業務選擇該項目後,【納入任務里程】就會預計是勾選的
![](https://1305382038-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-M63wHXUymU0absaRjEV%2F-M63yo6SJEFm9jboBaF8%2F%E8%A1%8C%E7%A8%8B%E6%8B%9C%E8%A8%AA-%E5%AE%89%E6%8E%92%E9%A0%85%E7%9B%AE%E4%BB%BB%E5%8B%99%E9%87%8C%E7%A8%8B.png?alt=media&token=0279b6dc-e20a-4fa7-b52b-9919ca10bfa9)
9、【拜訪地址】:拜訪地址最多可預設三個,若超過一個以上,要到電腦版的【客戶資料】另外設定於【發票地址】和【送貨地址】欄中
![](https://1305382038-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-M63zfbCKi3ggB0Jlr9i%2F-M64EOSy4nQYYbNNlQ_8%2F%E8%A1%8C%E7%A8%8B%E6%8B%9C%E8%A8%AA-%E6%8B%9C%E8%A8%AA%E5%9C%B0%E5%9D%80.png?alt=media&token=b3dea76c-54ae-47ee-8a09-16ef15136575)
![](https://1305382038-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-M63zfbCKi3ggB0Jlr9i%2F-M64EWRfNF2lWgiXfweo%2F%E8%A1%8C%E7%A8%8B%E6%8B%9C%E8%A8%AA-%E6%8B%9C%E8%A8%AA%E5%9C%B0%E5%9D%80-2.png?alt=media&token=09a5ff07-3e34-42ce-9c6b-21125b4c5131)
當選擇地址時都沒有看到,可以暫時先選一個地址,並且儲存剛才的內容
![](https://1305382038-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-M63zfbCKi3ggB0Jlr9i%2F-M64FKB38fBwCLDK3XYT%2FS__19521569-2.jpg?alt=media&token=043a46f2-316b-4912-bf04-69f82bf961f7)
在儲存後的行程那筆,向左滑動,選擇【客戶】,就可以快捷開啟這家客戶
![](https://1305382038-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-M64Ff3eLKdlVd5Wou08%2F-M64Gdlow5tUIgIffQ_-%2F%E8%A1%8C%E7%A8%8B%E6%8B%9C%E8%A8%AA-%E5%BF%AB%E6%8D%B7%E5%AE%A2%E6%88%B6.png?alt=media&token=ebbcc7a8-86c9-4c25-a388-ecefce7f034b)
要改地址按【修改】
![](https://1305382038-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-M64Ff3eLKdlVd5Wou08%2F-M64Gy9UXYQFS_7KVPj8%2FS__19521562-1.jpg?alt=media&token=5f6a562a-f459-4cfe-ad25-4d24ae8bc0e0)
輸入地址資料
![](https://1305382038-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-M64Ff3eLKdlVd5Wou08%2F-M64Hx7ln3hM-7cSUzN4%2FS__19521574.jpg?alt=media&token=d991fa8a-704c-4d32-9c95-261023cfd72d)
地址KEY完後按V儲存
![](https://1305382038-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-M64Ff3eLKdlVd5Wou08%2F-M64IM8C08bVUT_WiDhs%2FS__19521575-1.jpg?alt=media&token=2915e2d2-28bb-4982-af0e-6885e714b71b)
變更好地址後再按V存檔
![](https://1305382038-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-M64Ff3eLKdlVd5Wou08%2F-M64Ikt_ZE-LZgbaX-iC%2FS__19521576-1.jpg?alt=media&token=17dbe8b3-81f9-4766-9f01-a8799412ebf1)
完成地址變更,再點開行程後,在【拜訪地址】欄,選擇剛才建立的新地址即可
![](https://1305382038-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-M64IpS8CqgFsyUxC8a3%2F-M64JJBlK4e1HOTaa7Nh%2FS__19521579-1.jpg?alt=media&token=93a39fd4-48cd-4ac0-bf5e-e9ea4d401110)
另外在電腦版的【客戶資料】,其【營業地址】也會同步就更新囉!
![](https://1305382038-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-M64IpS8CqgFsyUxC8a3%2F-M64JbQoGRaOoIyYe7uA%2F2020-04-29_174352.png?alt=media&token=9510020b-fb1e-4c25-85a6-48ffe2ce1711)
二、在APP【行程安排】中要快速建立【洽談記錄】
該筆行程向左滑後點選【洽談記錄】功能,關於詳細的建立操作,請參考【2、洽談記錄】章節
![](https://cloudworker2013.blob.core.windows.net/upload/20230801162825202308011628361819.png)
三、要【刪除】行程
該筆行程向左滑後點選【刪除】功能
![](https://1305382038-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-M64IpS8CqgFsyUxC8a3%2F-M64L5onG7B5jHbUN1QT%2FS__19521561-2.jpg?alt=media&token=1f681568-faa0-4eb8-ab6b-8ad2f4c093e7)
開啟【行程安排】,【新增】行程
![](https://cloudworker2013.blob.core.windows.net/upload/20230801170057202308011701083074.png)
![](https://cloudworker2013.blob.core.windows.net/upload/20230801170057202308011701083074.png)
電腦版新增狀態畫面
![](https://cloudworker2013.blob.core.windows.net/upload/20230801170230202308011702414905.png)
建立內容後儲存資料
![](https://cloudworker2013.blob.core.windows.net/upload/20230801170314202308011703242228.png)
也可以在電腦版的【行事曆】新增行程喲!
開啟左邊主選單【行事曆】
![](https://cloudworker2013.blob.core.windows.net/upload/20230801172547202308011726126093.png)
在要建立的日期格子連點2下滑鼠左鍵,就可開啟【行程安排】建立作業
![](https://cloudworker2013.blob.core.windows.net/upload/20230801172722202308011727317513.png)
四、將A1建立的行程安排同步到Google行事曆
![](https://cloudworker2013.blob.core.windows.net/upload/20230801170445202308011704552666.png)
選擇同步的帳號
![](https://cloudworker2013.blob.core.windows.net/upload/20230801170551202308011706181305.png)
確認存取範圍
![](https://cloudworker2013.blob.core.windows.net/upload/20230801170727202308011707374617.png)
再按【繼續】
![](https://cloudworker2013.blob.core.windows.net/upload/20230801170822202308011708341045.png)
同步成功出現下列訊息,即可關閉視窗
![](https://cloudworker2013.blob.core.windows.net/upload/20230801170914202308011710173860.png)
同步成功的行程會在【已上傳Google】被自動打勾註記已有上傳
![](https://cloudworker2013.blob.core.windows.net/upload/20230801171113202308011711266127.png)
另外在Google的日曆就會有這筆行程囉!
![](https://cloudworker2013.blob.core.windows.net/upload/20230801171242202308011713162175.png)
Google日曆的行程明細
![](https://cloudworker2013.blob.core.windows.net/upload/20230801171409202308011714494733.png)
另外手機上也可以將【行程安排】作業的項目同步到Google日曆的喔!操作步驟雷同喲
點選右上方同步鈕
![](https://cloudworker2013.blob.core.windows.net/upload/20230801173043202308011730537761.png)
【下一步】申請
![](https://cloudworker2013.blob.core.windows.net/upload/20230801173137202308011731596247.png)
確認帳號後再按【下一步】
![](https://cloudworker2013.blob.core.windows.net/upload/20230801173234202308011733054330.png)
同步後Google行事曆的行程就會有同步的資料囉!
![](https://cloudworker2013.blob.core.windows.net/upload/20230801173352202308011734365543.png)
五、查看其他人員行程
若要可查看其他人員的行事曆及行程,需先將權限開放
開啟【公用設定】-【使用者與權限】,點選【權限】功能鈕
![](https://cloudworker2013.blob.core.windows.net/upload/20231023095415202310230955134320.png)
將【掌客雲-資料權限】打勾後【儲存】,重新登入即可查看其他人相關資料
![](https://cloudworker2013.blob.core.windows.net/upload/20231023095732202310230957476878.png)
電腦版查看全部人員行事曆
![](https://cloudworker2013.blob.core.windows.net/upload/20231016134852202310231006163616.png)
掌客雲APP查看其他人員行事曆操作畫面
![](https://cloudworker2013.blob.core.windows.net/upload/20231016134935202310231006565442.png)
The End