本人多年.NET 全栈开发经验，熟练 Vue3、SQL Server、低代码平台、CRM 客户管理系统开发，目前正在寻找全职开发岗位，有合适岗位的企业 HR 欢迎沟通。 同时承接小型软件定制开发业务：企业后台管理系统、客户 CRM、外勤销售系统、小程序、网页功能开发、bug 修复、原型落地。 无中间商，一对一沟通，交付完整源码并提供部署指导。 有意向联系 QQ：361118610
74 steps · 7/17/2026, 5:01:08 PM
1
Start from this screen
start · http://localhost:3002/crm/customer
![图片[1]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170936515-1816053664.jpg)
2
Click the “新增客户” button
click · http://localhost:3002/crm/customer
![图片[2]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937443-1329829883.jpg)
3
Click the “客户名称” input field
click · http://localhost:3002/crm/customer
![图片[3]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170936954-888062997.jpg)
4
Click the “关闭此对话框” button
click · http://localhost:3002/crm/customer
![图片[4]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937341-497904321.jpg)
5
Click “公海池”
click · http://localhost:3002/crm/customer
![图片[5]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937354-404023078.jpg)
6
Click “公海池”
click · http://localhost:3002/crm/pool
7
Click “张三”
click · http://localhost:3002/crm/pool
![图片[7]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170936814-1646804703.jpg)
8
Click “C-沉睡”
click · http://localhost:3002/crm/pool
![图片[8]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170936820-111238309.jpg)
9
Click the “领取” button
click · http://localhost:3002/crm/pool
![图片[9]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170936580-117859679.jpg)
10
Click “客户标签”
click · http://localhost:3002/crm/tag
![图片[10]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170936093-1058283279.jpg)
11
Click the “新增标签” button
click · http://localhost:3002/crm/tag
![图片[11]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170935874-1358312812.jpg)
12
Click the “取消” button
click · http://localhost:3002/crm/tag
![图片[12]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170935975-764564175.jpg)
13
Click “跟进记录”
click · http://localhost:3002/crm/follow
![图片[13]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170936068-613341110.jpg)
14
Click “商机管理”
click · http://localhost:3002/crm/follow
![图片[14]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170934970-664606957.jpg)
15
Click “商机管理”
click · http://localhost:3002/crm/opportunity
16
Click the “新增商机” button
click · http://localhost:3002/crm/opportunity
![图片[16]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170936763-520292005.jpg)
17
Click here
click · http://localhost:3002/crm/opportunity
![图片[17]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937344-1243468306.jpg)
18
Click the “关闭此对话框” button
click · http://localhost:3002/crm/opportunity
![图片[18]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937336-1191813209.jpg)
19
Click “合同管理”
click · http://localhost:3002/crm/contract
![图片[19]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937332-757797158.jpg)
20
Click here
click · http://localhost:3002/crm/contract
![图片[20]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937333-854959311.jpg)
21
Click the “编辑” button
click · http://localhost:3002/crm/contract
![图片[21]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937346-1117285733.jpg)
22
Click the “编辑” button
click · http://localhost:3002/crm/contract
![图片[22]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937353-2006797765.jpg)
23
Click the “关闭此对话框” button
click · http://localhost:3002/crm/contract
![图片[23]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170936748-779099821.jpg)
24
Click “回款管理”
click · http://localhost:3002/crm/contract
![图片[24]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937361-631767432.jpg)
25
Click “回款管理”
click · http://localhost:3002/crm/payment
![图片[25]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170936722-224773897.jpg)
26
Click the “新增回款计划” button
click · http://localhost:3002/crm/payment
![图片[26]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170936824-1212163543.jpg)
27
Click the “取消” button
click · http://localhost:3002/crm/payment
![图片[27]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170936550-1397360857.jpg)
28
Click “合同回款汇总”
click · http://localhost:3002/crm/payment
![图片[28]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937332-1115976599.jpg)
29
Click “回款计划列表”
click · http://localhost:3002/crm/payment
![图片[29]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937326-366084054.jpg)
30
Click “合同回款汇总”
click · http://localhost:3002/crm/payment
![图片[30]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170936759-1079430611.jpg)
31
Click “产品库”
click · http://localhost:3002/crm/product
![图片[31]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937317-204388458.jpg)
32
Click “报价管理”
click · http://localhost:3002/crm/quote
![图片[32]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170936533-246138593.jpg)
33
Click the “编辑” button
click · http://localhost:3002/crm/quote
![图片[33]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937301-1021726930.jpg)
34
Click the “关闭此对话框” button
click · http://localhost:3002/crm/quote
![图片[34]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937340-1683635537.jpg)
35
Click the “编辑” button
click · http://localhost:3002/crm/quote
![图片[35]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937311-881464629.jpg)
36
Click the “关闭此对话框” button
click · http://localhost:3002/crm/quote
![图片[36]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937312-1447606458.jpg)
37
Click the “编辑” button
click · http://localhost:3002/crm/quote
![图片[37]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937313-956060856.jpg)
38
Click the “关闭此对话框” button
click · http://localhost:3002/crm/quote
![图片[38]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937314-800193882.jpg)
39
Click the “新增报价单” button
click · http://localhost:3002/crm/quote
![图片[39]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937397-91038121.jpg)
40
Click the “关闭此对话框” button
click · http://localhost:3002/crm/quote
41
Click the “新增报价单” button
click · http://localhost:3002/crm/quote
42
Click “请选择客户”
click · http://localhost:3002/crm/quote
![图片[42]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937415-436467049.jpg)
43
Click “测试客户公司”
click · http://localhost:3002/crm/quote
![图片[43]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937407-123943733.jpg)
44
Click “请选择商机”
click · http://localhost:3002/crm/quote
![图片[44]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937400-893710916.jpg)
45
Click “商机1”
click · http://localhost:3002/crm/quote
![图片[45]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937426-508461569.jpg)
46
Click the “添加产品” button
click · http://localhost:3002/crm/quote
![图片[46]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937358-952293328.jpg)
47
Click the “input” input field
click · http://localhost:3002/crm/quote
![图片[47]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937613-438470883.jpg)
48
Click the “input” input field
click · http://localhost:3002/crm/quote
![图片[48]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937638-843669917.jpg)
49
Click “请选择”
click · http://localhost:3002/crm/quote
![图片[49]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937646-598569951.jpg)
50
Click “电脑”
click · http://localhost:3002/crm/quote
![图片[50]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937651-1191049272.jpg)
51
Click the “input” input field
click · http://localhost:3002/crm/quote
![图片[51]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937643-288934574.jpg)
52
Enter number in “input”
input · http://localhost:3002/crm/quote
![图片[52]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937650-2082565206.jpg)
53
Click the “input” input field
click · http://localhost:3002/crm/quote
![图片[53]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937656-1495972348.jpg)
54
Enter number in “input”
input · http://localhost:3002/crm/quote
![图片[54]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937659-931295439.jpg)
55
Click “总金额：”
click · http://localhost:3002/crm/quote
![图片[55]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937661-1383255076.jpg)
56
Click the “关闭此对话框” button
click · http://localhost:3002/crm/quote
![图片[56]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937661-153697146.jpg)
57
Click “售后工单”
click · http://localhost:3002/crm/aftersales
![图片[57]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937657-676488292.jpg)
58
Click the “查看详情” button
click · http://localhost:3002/crm/ticket/2
![图片[58]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937662-1117184034.jpg)
59
Click the “新增处理记录” button
click · http://localhost:3002/crm/ticket/2
![图片[59]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937704-1130235112.jpg)
60
Click “维修配件明细”
click · http://localhost:3002/crm/ticket/2
![图片[60]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937696-42318756.jpg)
61
Click “客户评价明细”
click · http://localhost:3002/crm/ticket/2
![图片[61]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937401-1819525002.jpg)
62
Click “外勤管理”
click · http://localhost:3002/crm/ticket/2
![图片[62]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937010-2080310443.jpg)
63
Click “外勤管理”
click · http://localhost:3002/crm/field
![图片[63]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170936236-859672972.jpg)
64
Click “日程管理”
click · http://localhost:3002/crm/calendar
![图片[64]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937011-271965084.jpg)
65
Click “日程管理”
click · http://localhost:3002/crm/calendar
![图片[65]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937001-1142414553.jpg)
66
Scroll down
scroll · http://localhost:3002/crm/calendar
![图片[66]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937346-812351859.jpg)
67
Click here
click · http://localhost:3002/crm/calendar
![图片[67]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937418-1199085604.jpg)
68
Click “数据报表”
click · http://localhost:3002/crm/report
![图片[68]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937607-1678251039.jpg)
69
Click “数据报表”
click · http://localhost:3002/crm/report
70
Click “转化率”
click · http://localhost:3002/crm/report
![图片[70]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937027-1214721110.jpg)
71
Click “客户来源”
click · http://localhost:3002/crm/report
![图片[71]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937066-693305812.jpg)
72
Click “销售漏斗”
click · http://localhost:3002/crm/report
![图片[72]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937037-1275251102.jpg)
73
Click “排行榜”
click · http://localhost:3002/crm/report
![图片[73]-CRM 后台管理 - 拾光赋-拾光赋](https://image.baidu.com/search/down?url=https://img2024.cnblogs.com/blog/14173/202607/14173-20260717170937066-806458232.jpg)
74
Click “销售业绩”
click · http://localhost:3002/crm/report
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原文链接：CRM 后台管理
![表情[baoquan]-拾光赋](https://blogs.ink/wp-content/themes/zibll/img/smilies/baoquan.gif)
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