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74 steps · 7/17/2026, 5:01:08 PM

1

Start from this screen

start · http://localhost:3002/crm/customer

2

Click the “新增客户” button

click · http://localhost:3002/crm/customer

3

Click the “客户名称” input field

click · http://localhost:3002/crm/customer

4

Click the “关闭此对话框” button

click · http://localhost:3002/crm/customer

5

Click “公海池”

click · http://localhost:3002/crm/customer

6

Click “公海池”

click · http://localhost:3002/crm/pool

7

Click “张三”

click · http://localhost:3002/crm/pool

8

Click “C-沉睡”

click · http://localhost:3002/crm/pool

9

Click the “领取” button

click · http://localhost:3002/crm/pool

10

Click “客户标签”

click · http://localhost:3002/crm/tag

11

Click the “新增标签” button

click · http://localhost:3002/crm/tag

12

Click the “取消” button

click · http://localhost:3002/crm/tag

13

Click “跟进记录”

click · http://localhost:3002/crm/follow

14

Click “商机管理”

click · http://localhost:3002/crm/follow

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

17

Click here

click · http://localhost:3002/crm/opportunity

18

Click the “关闭此对话框” button

click · http://localhost:3002/crm/opportunity

19

Click “合同管理”

click · http://localhost:3002/crm/contract

20

Click here

click · http://localhost:3002/crm/contract

21

Click the “编辑” button

click · http://localhost:3002/crm/contract

22

Click the “编辑” button

click · http://localhost:3002/crm/contract

23

Click the “关闭此对话框” button

click · http://localhost:3002/crm/contract

24

Click “回款管理”

click · http://localhost:3002/crm/contract

25

Click “回款管理”

click · http://localhost:3002/crm/payment

26

Click the “新增回款计划” button

click · http://localhost:3002/crm/payment

27

Click the “取消” button

click · http://localhost:3002/crm/payment

28

Click “合同回款汇总”

click · http://localhost:3002/crm/payment

29

Click “回款计划列表”

click · http://localhost:3002/crm/payment

30

Click “合同回款汇总”

click · http://localhost:3002/crm/payment

31

Click “产品库”

click · http://localhost:3002/crm/product

32

Click “报价管理”

click · http://localhost:3002/crm/quote

33

Click the “编辑” button

click · http://localhost:3002/crm/quote

34

Click the “关闭此对话框” button

click · http://localhost:3002/crm/quote

35

Click the “编辑” button

click · http://localhost:3002/crm/quote

36

Click the “关闭此对话框” button

click · http://localhost:3002/crm/quote

37

Click the “编辑” button

click · http://localhost:3002/crm/quote

38

Click the “关闭此对话框” button

click · http://localhost:3002/crm/quote

39

Click the “新增报价单” button

click · http://localhost:3002/crm/quote

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

43

Click “测试客户公司”

click · http://localhost:3002/crm/quote

44

Click “请选择商机”

click · http://localhost:3002/crm/quote

45

Click “商机1”

click · http://localhost:3002/crm/quote

46

Click the “添加产品” button

click · http://localhost:3002/crm/quote

47

Click the “input” input field

click · http://localhost:3002/crm/quote

48

Click the “input” input field

click · http://localhost:3002/crm/quote

49

Click “请选择”

click · http://localhost:3002/crm/quote

50

Click “电脑”

click · http://localhost:3002/crm/quote

51

Click the “input” input field

click · http://localhost:3002/crm/quote

52

Enter number in “input”

input · http://localhost:3002/crm/quote

53

Click the “input” input field

click · http://localhost:3002/crm/quote

54

Enter number in “input”

input · http://localhost:3002/crm/quote

55

Click “总金额：”

click · http://localhost:3002/crm/quote

56

Click the “关闭此对话框” button

click · http://localhost:3002/crm/quote

57

Click “售后工单”

click · http://localhost:3002/crm/aftersales

58

Click the “查看详情” button

click · http://localhost:3002/crm/ticket/2

59

Click the “新增处理记录” button

click · http://localhost:3002/crm/ticket/2

60

Click “维修配件明细”

click · http://localhost:3002/crm/ticket/2

61

Click “客户评价明细”

click · http://localhost:3002/crm/ticket/2

62

Click “外勤管理”

click · http://localhost:3002/crm/ticket/2

63

Click “外勤管理”

click · http://localhost:3002/crm/field

64

Click “日程管理”

click · http://localhost:3002/crm/calendar

65

Click “日程管理”

click · http://localhost:3002/crm/calendar

66

Scroll down

scroll · http://localhost:3002/crm/calendar

67

Click here

click · http://localhost:3002/crm/calendar

68

Click “数据报表”

click · http://localhost:3002/crm/report

69

Click “数据报表”

click · http://localhost:3002/crm/report

70

Click “转化率”

click · http://localhost:3002/crm/report

71

Click “客户来源”

click · http://localhost:3002/crm/report

72

Click “销售漏斗”

click · http://localhost:3002/crm/report

73

Click “排行榜”

click · http://localhost:3002/crm/report

74

Click “销售业绩”

click · http://localhost:3002/crm/report

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文章摘自：https://www.cnblogs.com/superstar/p/21593830