售楼管理实施手册
产品版本 系统名称 模块名称 变更记录 Ver. No 日期 编制/修订 审核 批准 修改的章节号 EAS V7.0.3 房地产 售楼管理
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目录
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总述........................................................................................................................................... 7 公共资料说明 ........................................................................................................................... 7 2.1 CRM业务组织设置 .................................................................................................. 7
2.1.1 功能介绍 ........................................................................................................... 7 2.1.2 操作路径 ........................................................................................................... 8 2.1.3 操作说明 ........................................................................................................... 8 2.2 房源 ........................................................................................................................... 9
2.2.1 项目资料 ........................................................................................................... 9 2.2.2 房源基础资料 ................................................................................................. 10 项目准备 ................................................................................................................................. 11 3.1 项目建立 ................................................................................................................. 11 3.2 营销团队 ................................................................................................................. 12 3.3 楼栋设置 ................................................................................................................. 12 3.4 房源管理 ................................................................................................................. 13
3.4.1 如何生成房间 ................................................................................................. 13 3.4.2 导入房间信息 ................................................................................................. 15 3.5 房间面积录入 ......................................................................................................... 16 3.6 售楼功能设置 ......................................................................................................... 16 3.7 房间辅助资料 ......................................................................................................... 19 3.8 客户辅助资料 ......................................................................................................... 19 3.9 商机辅助资料 ......................................................................................................... 20 3.10 按揭方案设置 ......................................................................................................... 21 3.11 入伙方案设置 ......................................................................................................... 21 3.12 产权办理方案 ......................................................................................................... 22 3.13 补差方案设置 ......................................................................................................... 23 3.14 代收费用设置 ......................................................................................................... 23 3.15 变更原因设置 ......................................................................................................... 24 3.16 问卷定义 ................................................................................................................. 25 价格管理 ................................................................................................................................. 26 4.1 业务说明 ................................................................................................................. 26 4.2 系统应用流程 ............................................................................错误!未定义书签。 4.3 定价管理 ................................................................................................................. 27
4.3.1 功能介绍 ......................................................................................................... 27 4.3.2 操作路径 ......................................................................................................... 27 4.3.3 操作说明 ......................................................................................................... 27 4.4 付款方案 ................................................................................................................. 29
4.4.1 功能介绍 ......................................................................................................... 29 4.4.2 操作路径 ......................................................................................................... 29 4.4.3 操作说明 ......................................................................................................... 30
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4.5
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定价方案 ................................................................................................................. 31 4.5.1 功能介绍 ......................................................................................................... 31 4.5.2 操作路径 ......................................................................................................... 31 4.5.3 操作说明 ......................................................................................................... 31 4.6 底价控制 ................................................................................................................. 32
4.6.1 功能介绍 ......................................................................................................... 32 4.6.2 操作路径 ......................................................................................................... 32 4.6.3 操作说明 ......................................................................................................... 33 4.7 折扣定义 ................................................................................................................. 35
4.7.1 功能介绍 ......................................................................................................... 35 4.7.2 操作路径 ......................................................................................................... 35 4.7.3 操作说明 ......................................................................................................... 35 4.8 折扣方案 ................................................................................................................. 36
4.8.1 功能介绍 ......................................................................................................... 36 4.8.2 操作路径 ......................................................................................................... 36 4.8.3 操作说明 ......................................................................................................... 36 客户管理 ................................................................................................................................. 37 5.1 业务说明 ................................................................................................................. 37 5.2 系统应用流程 ......................................................................................................... 37 5.3 客户台帐 ................................................................................................................. 37
5.3.1 功能介绍 ......................................................................................................... 37 5.3.2 操作路径 ......................................................................................................... 38 5.3.3 操作说明 ......................................................................................................... 38 5.4 线索管理 ................................................................................................................. 40
5.4.1 功能介绍 ......................................................................................................... 40 5.4.2 操作路径 ......................................................................................................... 40 5.4.3 操作说明 ......................................................................................................... 40 5.5 客户商机 ................................................................................................................. 40
5.5.1 功能介绍 ......................................................................................................... 40 5.5.2 操作路径 ......................................................................................................... 41 5.5.3 操作说明 ......................................................................................................... 41 5.6 商机跟进 ................................................................................................................. 41
5.6.1 功能介绍 ......................................................................................................... 41 5.6.2 操作路径 ......................................................................................................... 42 5.6.3 操作说明 ......................................................................................................... 42 5.7 问卷填写 ................................................................................................................. 42
5.7.1 功能介绍 ......................................................................................................... 42 5.7.2 操作路径 ......................................................................................................... 42 5.7.3 操作说明 ......................................................................................................... 42 交易管理 ................................................................................................................................. 42 6.1 业务说明 ................................................................................................................. 42 6.2 系统应用流程 ......................................................................................................... 43 6.3 选房管理 ................................................................................................................. 43
6.3.1 功能介绍 ......................................................................................................... 43
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6.3.2 操作路径 ......................................................................................................... 43 6.3.3 操作说明 ......................................................................................................... 43 6.4 推盘管理 ................................................................................................................. 46
6.4.1 功能介绍 ......................................................................................................... 46 6.4.2 操作路径 ......................................................................................................... 47 6.4.3 操作说明 ......................................................................................................... 47 6.5 抵押控制 ................................................................................................................. 48
6.5.1 功能介绍 ......................................................................................................... 48 6.5.2 操作路径 ......................................................................................................... 49 6.5.3 操作说明 ......................................................................................................... 49 6.6 销售控制 ................................................................................................................. 50
6.6.1 功能介绍 ......................................................................................................... 50 6.6.2 操作路径 ......................................................................................................... 51 6.6.3 操作说明 ......................................................................................................... 51 6.7 房间预留 ................................................................................................................. 56
6.7.1 功能介绍 ......................................................................................................... 56 6.7.2 操作路径 ......................................................................................................... 56 6.7.3 操作说明 ......................................................................................................... 56 6.8 预约排号 ................................................................................................................. 57
6.8.1 功能介绍 ......................................................................................................... 57 6.8.2 操作路径 ......................................................................................................... 57 6.8.3 操作说明 ......................................................................................................... 57 6.9 认购管理 ................................................................................................................. 59
6.9.1 功能介绍 ......................................................................................................... 59 6.9.2 操作路径 ......................................................................................................... 59 6.9.3 操作说明 ......................................................................................................... 59 6.10 认购管理 ................................................................................................................. 64
6.10.1 功能介绍 ......................................................................................................... 64 6.10.2 操作路径 ......................................................................................................... 64 6.10.3 操作说明 ......................................................................................................... 64 6.11 签约管理 ................................................................................................................. 69
6.11.1 功能介绍 ......................................................................................................... 69 6.11.2 操作路径 ............................................................................错误!未定义书签。 6.11.3 操作说明 ............................................................................错误!未定义书签。 6.12 变更管理 ................................................................................................................. 69
6.12.1 功能介绍 ......................................................................................................... 74 6.12.2 操作路径 ......................................................................................................... 74 6.12.3 操作说明 ......................................................................................................... 74 6.13 网上备案 ................................................................................................................. 76
6.13.1 功能介绍 ............................................................................错误!未定义书签。 6.13.2 操作路径 ............................................................................错误!未定义书签。 6.13.3 操作说明 ............................................................................错误!未定义书签。 6.14 客户自助查询 ......................................................................................................... 76
6.14.1 功能介绍 ............................................................................错误!未定义书签。
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6.14.2 操作路径 ............................................................................错误!未定义书签。 6.14.3 操作说明 ............................................................................错误!未定义书签。 销售服务 ....................................................................................................错误!未定义书签。 7.1 业务说明 ....................................................................................错误!未定义书签。 7.2 系统应用流程 ............................................................................错误!未定义书签。 7.3 按揭服务 ....................................................................................错误!未定义书签。
7.3.1 功能介绍 ............................................................................错误!未定义书签。 7.3.2 操作路径 ............................................................................错误!未定义书签。 7.3.3 操作说明 ............................................................................错误!未定义书签。 7.4 产权服务 ....................................................................................错误!未定义书签。
7.4.1 功能介绍 ............................................................................错误!未定义书签。 7.4.2 操作路径 ............................................................................错误!未定义书签。 7.4.3 操作说明 ............................................................................错误!未定义书签。 7.5 入伙服务 ....................................................................................错误!未定义书签。
7.5.1 功能介绍 ............................................................................错误!未定义书签。 7.5.2 操作路径 ............................................................................错误!未定义书签。 7.5.3 操作说明 ............................................................................错误!未定义书签。 7.6 面积补差 ....................................................................................错误!未定义书签。
7.6.1 功能介绍 ............................................................................错误!未定义书签。 7.6.2 操作路径 ............................................................................错误!未定义书签。 7.6.3 操作说明 ............................................................................错误!未定义书签。 财务管理 ................................................................................................................................. 77 8.1 业务说明 ....................................................................................错误!未定义书签。 8.2 系统应用流程 ............................................................................错误!未定义书签。 8.3 收付管理 ................................................................................................................. 92
8.3.1 功能介绍 ......................................................................................................... 92 8.3.2 操作路径 ......................................................................................................... 92 8.3.3 操作说明 ......................................................................................................... 92 8.4 收付款单 ................................................................................................................. 93
8.4.1 功能介绍 ......................................................................................................... 93 8.4.2 操作路径 ......................................................................................................... 93 8.4.3 操作说明 ......................................................................................................... 93 8.5 银行放款 ................................................................................................................. 97
8.5.1 功能介绍 ......................................................................................................... 97 8.5.2 操作路径 ......................................................................................................... 97 8.5.3 操作说明 ......................................................................................................... 98 8.6 出纳汇总 ................................................................................................................. 98
8.6.1 功能介绍 ......................................................................................................... 98 8.6.2 操作路径 ......................................................................................................... 98 8.6.3 操作说明 ......................................................................................................... 98 8.7 票据管理 ............................................................................................................... 100
8.7.1 功能介绍 ....................................................................................................... 100 8.7.2 操作路径 ....................................................................................................... 100 8.7.3 操作说明 ....................................................................................................... 100
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售楼管理实施手册
