{"id":9895,"date":"2026-04-10T00:38:21","date_gmt":"2026-04-09T16:38:21","guid":{"rendered":"https:\/\/www.xiaobuwq.com\/blog\/customer-visit-record-table-how-to-use"},"modified":"2026-04-10T00:38:21","modified_gmt":"2026-04-09T16:38:21","slug":"customer-visit-record-table-how-to-use","status":"publish","type":"post","link":"https:\/\/www.xiaobuwq.com\/blog\/customer-visit-record-table-how-to-use","title":{"rendered":"\u5ba2\u6237\u62dc\u8bbf\u8bb0\u5f55\u8868\u600e\u4e48\u7528\uff1f\u9ad8\u6548\u7ba1\u7406\u5ba2\u6237\u4fe1\u606f"},"content":{"rendered":"<p>\u6bcf\u5929\u9762\u5bf9\u5806\u79ef\u5982\u5c71\u7684\u7eb8\u8d28\u62dc\u8bbf\u8868\u6216 Excel 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decoding=\"async\" src=\"https:\/\/www.xiaobuwq.com\/blog\/wp-content\/uploads\/2026\/01\/4a8fe13b75b21aac03c0c421c5ea2493.png\" alt=\"\u4ea7\u54c1\u529f\u80fd\u754c\u9762\u4e0e\u6d41\u7a0b\u793a\u610f\u56fe\"><\/p>\n<h3>3. 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\u5b9e\u64cd\u6559\u7a0b\uff1a\u5982\u4f55\u89c4\u8303\u4f7f\u7528\u6570\u5b57\u5316\u5ba2\u6237\u62dc\u8bbf\u7ba1\u7406\u7cfb\u7edf\uff1f<\/h2>\n<p>\u6709\u4e86\u5de5\u5177\uff0c\u66f4\u8981\u89c4\u8303\u5730\u7528\u8d77\u6765\uff0c\u624d\u80fd\u53d1\u6325\u6700\u5927\u4ef7\u503c\u3002<\/p>\n<h3>1. \u5236\u5b9a\u8ba1\u5212\uff1a\u4ece\u201c\u76f2\u76ee\u8dd1\u5355\u201d\u5230\u201c\u7cbe\u51c6\u51fa\u51fb\u201d<\/h3>\n<p>\u4f18\u79c0\u7684\u9500\u552e\uff0c\u5de5\u4f5c\u4e00\u5b9a\u662f\u6709\u8ba1\u5212\u7684\u3002\u7ba1\u7406\u8005\u9700\u8981\u5f15\u5bfc\u56e2\u961f\uff0c\u6839\u636e\u5ba2\u6237\u7684\u91cd\u8981\u7b49\u7ea7\u3001\u5408\u4f5c\u9636\u6bb5\u7b49\uff0c\u5728\u7cfb\u7edf\u91cc\u8bbe\u7f6e\u597d\u4e0d\u540c\u7684\u62dc\u8bbf\u9891\u6b21\uff0c\u4f8b\u5982A\u7c7b\u5ba2\u6237\u6bcf\u5468\u4e00\u6b21\uff0cB\u7c7b\u5ba2\u6237\u6bcf\u534a\u6708\u4e00\u6b21\u3002\u51fa\u53d1\u524d\uff0c\u518d\u5229\u7528\u7cfb\u7edf\u751f\u6210\u7684\u201c\u6700\u4f18\u8def\u7ebf\u201d\u529f\u80fd\uff0c\u8ba9\u4e00\u5929\u7684\u884c\u7a0b\u89c4\u5212\u5f97\u4e95\u4e95\u6709\u6761\uff0c\u628a\u66f4\u591a\u65f6\u95f4\u82b1\u5728\u4e0e\u5ba2\u6237\u6c9f\u901a\u4e0a\uff0c\u800c\u4e0d\u662f\u5728\u8def\u4e0a\u3002<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.xiaobuwq.com\/blog\/wp-content\/uploads\/2026\/01\/e8b4075fa6f51f2018dadfe8b6fbcdf3.png\" alt=\"App\u667a\u80fd\u8def\u7ebf\u89c4\u5212\u529f\u80fd\u793a\u610f\u56fe\"><\/p>\n<h3>2. \u73b0\u573a\u6267\u884c\uff1a\u4e09\u6b65\u6cd5\u5b8c\u6210\u6807\u51c6\u95ed\u73af<\/h3>\n<p>\u5c06\u590d\u6742\u7684\u62dc\u8bbf\u6d41\u7a0b\u7b80\u5316\u4e3a\u6807\u51c6\u4e09\u6b65\uff0c\u6613\u4e8e\u6267\u884c\u548c\u8003\u6838\u3002<\/p>\n<ul>\n<li><strong>\u8fdb\u5e97\u7b7e\u5230<\/strong>\uff1a\u5230\u8fbe\u5ba2\u6237\u5730\u70b9\u540e\uff0c\u7b2c\u4e00\u6b65\u5c31\u662f\u5728App\u5185\u7b7e\u5230\u3002\u7cfb\u7edf\u4f1a\u81ea\u52a8\u6821\u9a8c\u5730\u7406\u4f4d\u7f6e\uff0c\u786e\u4fdd\u9500\u552e\u4eba\u5458\u5df2\u7ecf\u5230\u573a\u3002<\/li>\n<li><strong>\u8fc7\u7a0b\u53cd\u9988<\/strong>\uff1a\u6309\u7167\u9884\u8bbe\u7684\u6a21\u677f\uff0c\u5feb\u901f\u586b\u5199\u62dc\u8bbf\u6c9f\u901a\u7684\u6838\u5fc3\u8981\u70b9\u3002\u6211\u4eec\u5f3a\u70c8\u5efa\u8bae\u7ed3\u5408\u5f55\u97f3\u548c\u5e26\u6c34\u5370\u7684\u7167\u7247\uff0c\u8ba9\u8bb0\u5f55\u66f4\u4e30\u6ee1\u3001\u66f4\u53ef\u4fe1\u3002<\/li>\n<li><strong>\u79bb\u5e97\u7b7e\u9000<\/strong>\uff1a\u62dc\u8bbf\u7ed3\u675f\u540e\uff0c\u70b9\u51fb\u7b7e\u9000\u3002\u7cfb\u7edf\u4f1a\u81ea\u52a8\u8ba1\u7b97\u51fa\u672c\u6b21\u62dc\u8bbf\u7684\u5b9e\u9645\u505c\u7559\u65f6\u957f\uff0c\u5f62\u6210\u4e00\u4efd\u5b8c\u6574\u7684\u62dc\u8bbf\u8bb0\u5f55\u3002<\/li>\n<\/ul>\n<h3>3. \u6570\u636e\u5206\u6790\uff1a\u7ba1\u597d\u5916\u52e4\u5c31\u7528\u5c0f\u6b65\u5916\u52e4<\/h3>\n<p>\u5f53\u4e00\u7ebf\u4eba\u5458\u89c4\u8303\u5730\u6267\u884c\u540e\uff0c\u7ba1\u7406\u8005\u5c31\u80fd\u5728\u540e\u53f0\u770b\u5230\u771f\u5b9e\u3001\u52a8\u6001\u7684\u6570\u636e\u3002\u4f60\u53ef\u4ee5\u4e00\u952e\u5bfc\u51fa\u5404\u7c7b\u62a5\u8868\uff0c\u6a2a\u5411\u5bf9\u6bd4\u4e0d\u540c\u4e1a\u52a1\u5458\u7684\u62dc\u8bbf\u91cf\u3001\u5ba2\u6237\u8986\u76d6\u7387\u3001\u5e73\u5747\u62dc\u8bbf\u65f6\u957f\uff0c\u7eb5\u5411\u5206\u6790\u5355\u4e2a\u5ba2\u6237\u7684\u8ddf\u8fdb\u5386\u53f2\u3001\u6210\u4ea4\u5468\u671f\u3002\u6570\u636e\u4f1a\u544a\u8bc9\u4f60\u8c01\u5728\u52aa\u529b\uff0c\u8c01\u5728\u6478\u9c7c\uff0c\u54ea\u4e2a\u533a\u57df\u6709\u6f5c\u529b\uff0c\u54ea\u4e2a\u4ea7\u54c1\u9700\u8981\u8c03\u6574\u7b56\u7565\u3002<\/p>\n<h2>\u56db\u3001 \u884c\u4e1a\u6807\u6746\u6848\u4f8b\uff1a\u4ed6\u4eec\u662f\u5982\u4f55\u5b9e\u73b0\u7684\uff1f<\/h2>\n<p>\u7406\u8bba\u8bb2\u518d\u591a\uff0c\u4e0d\u5982\u770b\u4e00\u4e2a\u771f\u5b9e\u6848\u4f8b\u3002<\/p>\n<h3>1. \u533b\u836f\u884c\u4e1a\u6848\u4f8b\uff1a\u4e2d\u7f8e\u534e\u4e1c\u5236\u836f<\/h3>\n<p>\u4f5c\u4e3a\u4e00\u5bb6\u8425\u6536\u7834\u767e\u4ebf\u7684\u5934\u90e8\u836f\u4f01\uff0c\u4e2d\u7f8e\u534e\u4e1c\u5236\u836f\u66fe\u9762\u4e34\u5de8\u5927\u7684\u7ba1\u7406\u6311\u6218\uff1a\u9500\u552e\u56e2\u961f\u89c4\u6a21\u5e9e\u5927\uff0c\u65e0\u6cd5\u786e\u8ba4\u533b\u836f\u4ee3\u8868\u662f\u5426\u771f\u5b9e\u6267\u884c\u4e86\u5bf9\u533b\u9662\u548c\u836f\u5e97\u7684\u62dc\u8bbf\u8ba1\u5212\u3002\u6570\u636e\u5931\u771f\uff0c\u8ba9\u7ba1\u7406\u5c42\u7684\u51b3\u7b56\u4e5f\u6447\u6446\u4e0d\u5b9a\u3002<\/p>\n<p>\u5f15\u5165\u5c0f\u6b65\u5916\u52e4\u540e\uff0c\u4ed6\u4eec\u91cd\u70b9\u5229\u7528\u4e86\u7cfb\u7edf\u7684\u201c\u884c\u4e3a\u771f\u5b9e\u6027\u201d\u76d1\u7ba1\u529f\u80fd\u3002\u901a\u8fc7\u9ad8\u7cbe\u5ea6\u5b9a\u4f4d\u3001\u6c34\u5370\u62cd\u7167\u3001\u62dc\u8bbf\u65f6\u957f\u8bb0\u5f55\u7b49\u624b\u6bb5\uff0c\u786e\u4fdd\u4e86\u6bcf\u4e00\u6761\u62dc\u8bbf\u6570\u636e\u7684\u51c6\u786e\u6027\u3002\u7ba1\u7406\u8005\u80fd\u591f\u5b9e\u65f6\u638c\u63e1\u4e00\u7ebf\u52a8\u6001\uff0c\u4e3a\u6218\u7565\u51b3\u7b56\u63d0\u4f9b\u4e86\u53ef\u9760\u4f9d\u636e\u3002\u6700\u7ec8\uff0c\u8fd9\u5957\u4f53\u7cfb\u5e2e\u52a9\u4ed6\u4eec\u5b9e\u73b0\u4e86\u201c\u63d0\u4eba\u6548\u3001\u964d\u8d39\u7528\u201d\u7684\u6838\u5fc3\u76ee\u6807\uff0c\u6709\u529b\u652f\u6491\u4e86\u767e\u4ebf\u7ea7\u7684\u8425\u6536\u589e\u957f\u3002<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.xiaobuwq.com\/blog\/wp-content\/uploads\/2026\/01\/385255435e6bf7a7b66b9f3ec1874024.png\" alt=\"\u884c\u4e1a\u89e3\u51b3\u65b9\u6848\u7684\u573a\u666f\u914d\u56fe\"><\/p>\n<h3>2. \u5feb\u6d88\/\u670d\u52a1\u884c\u4e1a\u6848\u4f8b\uff1a\u5747\u7476\u96c6\u56e2\u4e0e\u91d1\u5f6d\u96c6\u56e2<\/h3>\n<p>\u5747\u7476\u96c6\u56e2\u4f5c\u4e3a\u98df\u54c1\u4f01\u4e1a\uff0c\u51fa\u5dee\u9891\u7e41\uff0c\u5dee\u65c5\u8d39\u6838\u9500\u4e00\u76f4\u662f\u96be\u9898\u3002\u4ed6\u4eec\u5229\u7528\u5c0f\u6b65\u5916\u52e4\u7684\u201c\u5de5\u4f5c\u8f68\u8ff9\u201d\u529f\u80fd\uff0c\u8ba9\u51fa\u5dee\u8fc7\u7a0b\u5168\u7a0b\u900f\u660e\u5316\uff0c\u8d39\u7528\u62a5\u9500\u4ece\u6b64\u6709\u636e\u53ef\u4f9d\u3002<\/p>\n<p>\u91d1\u5f6d\u96c6\u56e2\u7684\u4e1a\u52a1\u7ecf\u7406\u904d\u5e03\u5168\u56fd\uff0c\u66fe\u9762\u4e34\u201c\u8131\u7ba1\u201d\u98ce\u9669\u3002\u901a\u8fc7\u5b9e\u65f6\u5b9a\u4f4d\u548c\u5ba2\u6237\u62dc\u8bbf\u7ba1\u7406\uff0c\u603b\u90e8\u80fd\u591f\u6e05\u6670\u638c\u63e1\u6bcf\u4e2a\u4e1a\u52a1\u5458\u7684\u52a8\u5411\u548c\u5ba2\u6237\u5f00\u53d1\u8fdb\u5ea6\uff0c\u5c06\u4e0d\u53ef\u89c1\u7684\u7ec8\u7aef\u5e02\u573a\u7ba1\u7406\u53d8\u5f97\u4e95\u4e95\u6709\u6761\u3002<\/p>\n<h2>\u4e94\u3001 \u4f01\u4e1a\u907f\u5751\u6307\u5357\uff1a\u5e38\u89c1\u9519\u8bef\u4e0e\u89c4\u8303\u505a\u6cd5<\/h2>\n<p>\u5728\u63a8\u884c\u6570\u5b57\u5316\u7ba1\u7406\u7684\u8fc7\u7a0b\u4e2d\uff0c\u6211\u4eec\u4e5f\u89c1\u8fc7\u4e0d\u5c11\u4f01\u4e1a\u8d70\u4e86\u5f2f\u8def\u3002<\/p>\n<h3>1. 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\u8bb0\u5f55\u8868\u6a21\u677f\u8fc7\u4e8e\u7e41\u7410<\/h3>\n<ul>\n<li><strong>\u9519\u8bef<\/strong>\uff1a\u628a\u62dc\u8bbf\u8bb0\u5f55\u5f53\u6210\u5de5\u4f5c\u62a5\u544a\uff0c\u8981\u6c42\u4e00\u7ebf\u4eba\u5458\u5199\u51e0\u767e\u5b57\u7684\u5c0f\u4f5c\u6587\u3002\u8fd9\u4f1a\u5f15\u8d77\u6781\u5927\u7684\u62b5\u89e6\u60c5\u7eea\uff0c\u6700\u7ec8\u5bfc\u81f4\u5927\u5bb6\u5e94\u4ed8\u4e86\u4e8b\u3002<\/li>\n<li><strong>\u5efa\u8bae<\/strong>\uff1a\u591a\u7528\u9009\u62e9\u9898\u3001\u52fe\u9009\u9879\u6765\u56fa\u5316\u5173\u952e\u4fe1\u606f\uff0c\u6bd4\u5982\u201c\u5ba2\u6237\u610f\u5411\uff1a\u9ad8\/\u4e2d\/\u4f4e\u201d\u3001\u201c\u7ade\u54c1\u6d3b\u52a8\uff1a\u6709\/\u65e0\u201d\u3002\u9700\u8981\u8be6\u7ec6\u63cf\u8ff0\u7684\u90e8\u5206\uff0c\u5f15\u5bfc\u5458\u5de5\u4f7f\u7528\u8bed\u97f3\u5f55\u5165\u6216\u62cd\u7167\u7684\u65b9\u5f0f\uff0c\u51cf\u8f7b\u4ed6\u4eec\u7684\u586b\u62a5\u8d1f\u62c5\u3002<\/li>\n<\/ul>\n<h3>3. 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