{"id":3593,"date":"2023-07-05T10:00:00","date_gmt":"2023-07-05T10:00:00","guid":{"rendered":"https:\/\/www.softwareglimpse.com\/?p=3593"},"modified":"2023-06-26T20:07:28","modified_gmt":"2023-06-26T20:07:28","slug":"how-to-use-keap-crm","status":"publish","type":"post","link":"https:\/\/www.softwareglimpse.com\/zh\/\u5982\u4f55\u4f7f\u7528keap-crm\/","title":{"rendered":"\u5982\u4f55\u4f7f\u7528Keap CRM"},"content":{"rendered":"<p><img src='https:\/\/files.autoblogging.ai\/images\/how-to-use-keap-crm(cnfu).jpg' alt='\u5982\u4f55\u4f7f\u7528Keap CRM' width='500' height='500''><\/p>\n<p><div><\/div>\n<p>\u793a\u4f8b1\uff1a<\/p>\n<div class=\"keytakeaways\" style=\"background: #F6F1F1; margin: 0 auto; display: table; padding: 30px; margin-top: 50px; margin-bottom: 50px; border-radius: 4px; max-width: 720px;\">\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_53 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" >\u76ee\u5f55<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"\u5207\u6362\u76ee\u5f55\" role=\"button\"><label for=\"item-69ece758de410\" ><span class=\"\"><span style=\"display:none;\">\u5207\u6362<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewbox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewbox=\"0 0 24 24\" version=\"1.2\" baseprofile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 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href=\"https:\/\/www.softwareglimpse.com\/zh\/\u5982\u4f55\u4f7f\u7528keap-crm\/#Key_Takeaway-2\" title=\"\u5173\u952e\u8981\u70b9\uff1a\">\u5173\u952e\u8981\u70b9\uff1a<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.softwareglimpse.com\/zh\/\u5982\u4f55\u4f7f\u7528keap-crm\/#Key_Takeaways\" title=\"\u8981\u70b9\uff1a\">\u8981\u70b9\uff1a<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.softwareglimpse.com\/zh\/\u5982\u4f55\u4f7f\u7528keap-crm\/#Setting_Up_and_Customizing_Your_Keap_CRM_Dashboard\" title=\"\u8bbe\u7f6e\u548c\u81ea\u5b9a\u4e49\u60a8\u7684 Keap CRM \u4eea\u8868\u677f\">\u8bbe\u7f6e\u548c\u81ea\u5b9a\u4e49\u60a8\u7684 Keap CRM \u4eea\u8868\u677f<\/a><ul class='ez-toc-list-level-3'><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.softwareglimpse.com\/zh\/\u5982\u4f55\u4f7f\u7528keap-crm\/#Understanding_the_Importance_of_Dashboard_Customization\" title=\"\u4e86\u89e3\u4eea\u8868\u677f\u5b9a\u5236\u7684\u91cd\u8981\u6027\">\u4e86\u89e3\u4eea\u8868\u677f\u5b9a\u5236\u7684\u91cd\u8981\u6027<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.softwareglimpse.com\/zh\/\u5982\u4f55\u4f7f\u7528keap-crm\/#Step-by-Step_Guide_to_Setting_Up_Your_Dashboard\" title=\"\u8bbe\u7f6e\u4eea\u8868\u677f\u7684\u5206\u6b65\u6307\u5357\">\u8bbe\u7f6e\u4eea\u8868\u677f\u7684\u5206\u6b65\u6307\u5357<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.softwareglimpse.com\/zh\/\u5982\u4f55\u4f7f\u7528keap-crm\/#Importing_and_Managing_Contacts\" title=\"\u5bfc\u5165\u548c\u7ba1\u7406\u8054\u7cfb\u4eba\">\u5bfc\u5165\u548c\u7ba1\u7406\u8054\u7cfb\u4eba<\/a><ul class='ez-toc-list-level-3'><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.softwareglimpse.com\/zh\/\u5982\u4f55\u4f7f\u7528keap-crm\/#The_Significance_of_Clean_and_Relevant_Contacts\" title=\"\u6e05\u6d01\u548c\u76f8\u5173\u63a5\u89e6\u7684\u91cd\u8981\u6027\">\u6e05\u6d01\u548c\u76f8\u5173\u63a5\u89e6\u7684\u91cd\u8981\u6027<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/www.softwareglimpse.com\/zh\/\u5982\u4f55\u4f7f\u7528keap-crm\/#Best_Practices_for_Importing_Contacts\" title=\"\u5bfc\u5165\u8054\u7cfb\u4eba\u7684\u6700\u4f73\u5b9e\u8df5\">\u5bfc\u5165\u8054\u7cfb\u4eba\u7684\u6700\u4f73\u5b9e\u8df5<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/www.softwareglimpse.com\/zh\/\u5982\u4f55\u4f7f\u7528keap-crm\/#Utilizing_Tags_to_Categorize_and_Organize_Contacts\" title=\"\u4f7f\u7528\u6807\u7b7e\u5bf9\u8054\u7cfb\u4eba\u8fdb\u884c\u5206\u7c7b\u548c\u7ec4\u7ec7\">\u4f7f\u7528\u6807\u7b7e\u5bf9\u8054\u7cfb\u4eba\u8fdb\u884c\u5206\u7c7b\u548c\u7ec4\u7ec7<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/www.softwareglimpse.com\/zh\/\u5982\u4f55\u4f7f\u7528keap-crm\/#Cleaning_Up_Messy_Tags\" title=\"\u6e05\u7406\u51cc\u4e71\u7684\u6807\u7b7e\">\u6e05\u7406\u51cc\u4e71\u7684\u6807\u7b7e<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/www.softwareglimpse.com\/zh\/\u5982\u4f55\u4f7f\u7528keap-crm\/#Sending_Effective_Email_Broadcasts\" title=\"\u53d1\u9001\u6709\u6548\u7684\u7535\u5b50\u90ae\u4ef6\u5e7f\u64ad\">\u53d1\u9001\u6709\u6548\u7684\u7535\u5b50\u90ae\u4ef6\u5e7f\u64ad<\/a><ul class='ez-toc-list-level-3'><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/www.softwareglimpse.com\/zh\/\u5982\u4f55\u4f7f\u7528keap-crm\/#Exploring_the_Power_of_Email_Marketing_in_Keap_CRM\" title=\"\u63a2\u7d22 Keap CRM \u4e2d\u7535\u5b50\u90ae\u4ef6\u8425\u9500\u7684\u529b\u91cf\">\u63a2\u7d22 Keap CRM \u4e2d\u7535\u5b50\u90ae\u4ef6\u8425\u9500\u7684\u529b\u91cf<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/www.softwareglimpse.com\/zh\/\u5982\u4f55\u4f7f\u7528keap-crm\/#Simple_Steps_to_Set_Up_and_Send_an_Email_Broadcast\" title=\"\u8bbe\u7f6e\u548c\u53d1\u9001\u7535\u5b50\u90ae\u4ef6\u5e7f\u64ad\u7684\u7b80\u5355\u6b65\u9aa4\">\u8bbe\u7f6e\u548c\u53d1\u9001\u7535\u5b50\u90ae\u4ef6\u5e7f\u64ad\u7684\u7b80\u5355\u6b65\u9aa4<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/www.softwareglimpse.com\/zh\/\u5982\u4f55\u4f7f\u7528keap-crm\/#Unlocking_the_Full_Potential_of_Keap_CRM\" title=\"\u91ca\u653e Keap CRM \u7684\u5168\u90e8\u6f5c\u529b\">\u91ca\u653e Keap CRM \u7684\u5168\u90e8\u6f5c\u529b<\/a><ul class='ez-toc-list-level-3'><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/www.softwareglimpse.com\/zh\/\u5982\u4f55\u4f7f\u7528keap-crm\/#Understanding_Keap_CRM_as_a_Journey\" title=\"\u5c06 Keap CRM \u7406\u89e3\u4e3a\u4e00\u6b21\u65c5\u7a0b\">\u5c06 Keap CRM \u7406\u89e3\u4e3a\u4e00\u6b21\u65c5\u7a0b<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-18\" href=\"https:\/\/www.softwareglimpse.com\/zh\/\u5982\u4f55\u4f7f\u7528keap-crm\/#Completing_Essential_Tasks_for_a_Strong_Foundation\" title=\"\u5b8c\u6210\u57fa\u672c\u4efb\u52a1\uff0c\u6253\u4e0b\u575a\u5b9e\u7684\u57fa\u7840\">\u5b8c\u6210\u57fa\u672c\u4efb\u52a1\uff0c\u6253\u4e0b\u575a\u5b9e\u7684\u57fa\u7840<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-19\" href=\"https:\/\/www.softwareglimpse.com\/zh\/\u5982\u4f55\u4f7f\u7528keap-crm\/#Leveraging_the_Infusionsoft_by_Keap_Community_for_Support_and_Resources\" title=\"\u5229\u7528 Keap \u793e\u533a\u7684 Infusionsoft \u83b7\u53d6\u652f\u6301\u548c\u8d44\u6e90\">\u5229\u7528 Keap \u793e\u533a\u7684 Infusionsoft \u83b7\u53d6\u652f\u6301\u548c\u8d44\u6e90<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-20\" href=\"https:\/\/www.softwareglimpse.com\/zh\/\u5982\u4f55\u4f7f\u7528keap-crm\/#Some_Facts_About_How_to_Use_Keap_CRM\" title=\"\u5173\u4e8e\u5982\u4f55\u4f7f\u7528 Keap CRM \u7684\u4e00\u4e9b\u4e8b\u5b9e\uff1a\">\u5173\u4e8e\u5982\u4f55\u4f7f\u7528 Keap CRM \u7684\u4e00\u4e9b\u4e8b\u5b9e\uff1a<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-21\" href=\"https:\/\/www.softwareglimpse.com\/zh\/\u5982\u4f55\u4f7f\u7528keap-crm\/#FAQs_about_How_To_Use_Keap_Crm\" title=\"\u5173\u4e8e\u5982\u4f55\u4f7f\u7528Keap Crm \u7684\u5e38\u89c1\u95ee\u9898\">\u5173\u4e8e\u5982\u4f55\u4f7f\u7528Keap Crm \u7684\u5e38\u89c1\u95ee\u9898<\/a><ul class='ez-toc-list-level-3'><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-22\" href=\"https:\/\/www.softwareglimpse.com\/zh\/\u5982\u4f55\u4f7f\u7528keap-crm\/#Question_How_can_I_get_started_with_using_Keap_CRM\" title=\"\u95ee\u9898\uff1a\u5982\u4f55\u5f00\u59cb\u4f7f\u7528 Keap CRM\uff1f\">\u95ee\u9898\uff1a\u5982\u4f55\u5f00\u59cb\u4f7f\u7528 Keap CRM\uff1f<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-23\" href=\"https:\/\/www.softwareglimpse.com\/zh\/\u5982\u4f55\u4f7f\u7528keap-crm\/#Question_What_are_some_key_features_of_Keap_CRM\" title=\"\u95ee\u9898\uff1aKeap CRM \u6709\u54ea\u4e9b\u4e3b\u8981\u529f\u80fd\uff1f\">\u95ee\u9898\uff1aKeap CRM \u6709\u54ea\u4e9b\u4e3b\u8981\u529f\u80fd\uff1f<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-24\" href=\"https:\/\/www.softwareglimpse.com\/zh\/\u5982\u4f55\u4f7f\u7528keap-crm\/#Question_How_can_I_customize_my_email_signature_in_Keap_CRM\" title=\"\u95ee\u9898\uff1a\u5982\u4f55\u5728 Keap CRM \u4e2d\u81ea\u5b9a\u4e49\u6211\u7684\u7535\u5b50\u90ae\u4ef6\u7b7e\u540d\uff1f\">\u95ee\u9898\uff1a\u5982\u4f55\u5728 Keap CRM \u4e2d\u81ea\u5b9a\u4e49\u6211\u7684\u7535\u5b50\u90ae\u4ef6\u7b7e\u540d\uff1f<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-25\" href=\"https:\/\/www.softwareglimpse.com\/zh\/\u5982\u4f55\u4f7f\u7528keap-crm\/#Question_How_can_I_import_my_contacts_into_Keap_CRM\" title=\"\u95ee\uff1a\u5982\u4f55\u5c06\u6211\u7684\u8054\u7cfb\u4eba\u5bfc\u5165 Keap CRM\uff1f\">\u95ee\uff1a\u5982\u4f55\u5c06\u6211\u7684\u8054\u7cfb\u4eba\u5bfc\u5165 Keap CRM\uff1f<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-26\" href=\"https:\/\/www.softwareglimpse.com\/zh\/\u5982\u4f55\u4f7f\u7528keap-crm\/#Question_How_can_I_test_new_features_in_Keap_CRM\" title=\"\u95ee\uff1a\u5982\u4f55\u6d4b\u8bd5 Keap CRM \u4e2d\u7684\u65b0\u529f\u80fd\uff1f\">\u95ee\uff1a\u5982\u4f55\u6d4b\u8bd5 Keap CRM \u4e2d\u7684\u65b0\u529f\u80fd\uff1f<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-27\" href=\"https:\/\/www.softwareglimpse.com\/zh\/\u5982\u4f55\u4f7f\u7528keap-crm\/#Question_How_can_I_terminate_contracts_or_subscriptions_with_Keap_CRM\" title=\"\u95ee\uff1a\u6211\u5982\u4f55\u7ec8\u6b62\u4e0e Keap CRM \u7684\u5408\u540c\u6216\u8ba2\u9605\uff1f\">\u95ee\uff1a\u6211\u5982\u4f55\u7ec8\u6b62\u4e0e Keap CRM \u7684\u5408\u540c\u6216\u8ba2\u9605\uff1f<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Key_takeaway\"><\/span>\u8981\u70b9\uff1a<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<div class=\"keytakeaways_body\" style=\"display: flex; font-size: 16px;\">\n<ul>\n<li>\u6c34\u57f9\u519c\u4e1a\u6700\u5927\u9650\u5ea6\u5730\u5229\u7528\u7a7a\u95f4\uff1a\u6c34\u57f9\u7cfb\u7edf\u5141\u8bb8\u690d\u7269\u5782\u76f4\u751f\u957f\uff0c\u4f7f\u519c\u6c11\u80fd\u591f\u5728\u66f4\u5c0f\u7684\u571f\u5730\u4e0a\u751f\u4ea7\u66f4\u591a\u7684\u98df\u7269\u3002\u8fd9\u5728\u7a7a\u95f4\u975e\u5e38\u5b9d\u8d35\u7684\u57ce\u5e02\u5730\u533a\u5c24\u5176\u91cd\u8981\u3002<\/li>\n<li>\u6c34\u57f9\u519c\u4e1a\u8282\u7ea6\u7528\u6c34\uff1a\u6c34\u57f9\u7cfb\u7edf\u6bd4\u4f20\u7edf\u519c\u4e1a\u65b9\u6cd5\u7528\u6c34\u91cf\u51cf\u5c11\u9ad8\u8fbe 90%\u3002\u901a\u8fc7\u7cfb\u7edf\u5faa\u73af\u6c34\uff0c\u6c34\u57f9\u519c\u6c11\u53ef\u4ee5\u8282\u7ea6\u7528\u6c34\u5e76\u51cf\u5c11\u5bf9\u73af\u5883\u7684\u5f71\u54cd\u3002<\/li>\n<li>\u6c34\u57f9\u519c\u4e1a\u751f\u4ea7\u66f4\u9ad8\u7684\u4ea7\u91cf\u548c\u66f4\u9ad8\u8d28\u91cf\u7684\u98df\u7269\uff1a\u7531\u4e8e\u6c34\u57f9\u690d\u7269\u662f\u5728\u53d7\u63a7\u73af\u5883\u4e2d\u751f\u957f\u7684\uff0c\u519c\u6c11\u53ef\u4ee5\u4f18\u5316\u751f\u957f\u6761\u4ef6\uff0c\u4ece\u800c\u83b7\u5f97\u66f4\u9ad8\u7684\u4ea7\u91cf\u548c\u66f4\u4f18\u8d28\u7684\u98df\u7269\u3002\u6c34\u57f9\u690d\u7269\u4e5f\u5f80\u5f80\u4e0d\u542b\u519c\u836f\u548c\u5176\u4ed6\u6c61\u67d3\u7269\uff0c\u8fd9\u4f7f\u5b83\u4eec\u6210\u4e3a\u6d88\u8d39\u8005\u66f4\u5065\u5eb7\u7684\u9009\u62e9\u3002<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<p>\u793a\u4f8b2\uff1a<\/p>\n<div class=\"keytakeaways\" style=\"background: #F6F1F1; margin: 0 auto; display: table; padding: 30px; margin-top: 50px; margin-bottom: 50px; border-radius: 4px; max-width: 720px;\">\n<h2><span class=\"ez-toc-section\" id=\"Key_Takeaway\"><\/span>\u5173\u952e\u8981\u70b9\uff1a<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<div class=\"keytakeaways_body\" style=\"display: flex; font-size: 16px;\">\n<ul>\n<li>\u8981\u5f00\u59cb\u4f7f\u7528\u300a\u82f1\u96c4\u8054\u76df\u300b\uff0c\u8bf7\u521b\u5efa\u4e00\u4e2a\u5e10\u6237\u3001\u4e0b\u8f7d\u6e38\u620f\u5e76\u5b8c\u6210\u6559\u7a0b\u3002\u9009\u62e9\u9002\u5408\u60a8\u6e38\u620f\u98ce\u683c\u7684\u89d2\u8272\uff0c\u5e76\u4e86\u89e3\u6e38\u620f\u673a\u5236\u548c\u8d62\u5f97\u6bd4\u8d5b\u7684\u7b56\u7565\u3002<\/li>\n<li>\u63d0\u9ad8\u4f60\u7684\u6bd4\u8d5b\u6c34\u5e73\u9700\u8981\u5efa\u7acb\u4e00\u4e2a\u51a0\u519b\u6c60\u3001\u7ec3\u4e60\u6700\u540e\u4e00\u51fb\u5e76\u4e0e\u4f60\u7684\u56e2\u961f\u8fdb\u884c\u6709\u6548\u7684\u6c9f\u901a\u3002\u8fd9\u4e9b\u6280\u5de7\u5c06\u5e2e\u52a9\u60a8\u6210\u4e3a\u4e00\u540d\u66f4\u597d\u7684\u73a9\u5bb6\u5e76\u589e\u52a0\u8d62\u5f97\u6bd4\u8d5b\u7684\u673a\u4f1a\u3002<\/li>\n<li>\u4e3a\u4e86\u907f\u514d\u5e38\u89c1\u9519\u8bef\uff0c\u5904\u7406\u6bd2\u6027\u548c\u5de8\u9b54\uff0c\u907f\u514d\u8fc7\u5ea6\u4f38\u5c55\u548c\u6b7b\u4ea1\uff0c\u5e76\u4e86\u89e3 AFK \u548c\u9000\u51fa\u6bd4\u8d5b\u7684\u540e\u679c\u3002\u901a\u8fc7\u7559\u610f\u8fd9\u4e9b\u8b66\u544a\uff0c\u60a8\u53ef\u4ee5\u786e\u4fdd\u83b7\u5f97\u79ef\u6781\u7684\u6e38\u620f\u4f53\u9a8c\u5e76\u4e3a\u5065\u5eb7\u7684\u793e\u533a\u505a\u51fa\u8d21\u732e\u3002<\/li>\n<\/div>\n<\/div>\n<p>\u793a\u4f8b3\uff1a<\/p>\n<div class=\"keytakeaways\" style=\"background: #F6F1F1; margin: 0 auto; display: table; padding: 30px; margin-top: 50px; margin-bottom: 50px; border-radius: 4px; max-width: 720px;\">\n<h2><span class=\"ez-toc-section\" id=\"Key_Takeaway-2\"><\/span>\u5173\u952e\u8981\u70b9\uff1a<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<div class=\"keytakeaways_body\" style=\"display: flex; font-size: 16px;\">\n<ul>\n<li>\u81ea\u52a8\u535a\u5ba2\u662f\u4e00\u4e2a\u81ea\u52a8\u5316\u8fc7\u7a0b\uff0c\u4f7f\u7528\u8f6f\u4ef6\u5de5\u5177\u6536\u96c6\u548c\u6574\u7406\u6765\u81ea\u5404\u79cd\u6765\u6e90\u7684\u5185\u5bb9\u5e76\u5c06\u5176\u53d1\u5e03\u5728\u7f51\u7ad9\u6216\u535a\u5ba2\u4e0a\uff0c\u76ee\u7684\u662f\u8282\u7701\u5185\u5bb9\u521b\u5efa\u7684\u65f6\u95f4\u548c\u7cbe\u529b\u3002<\/li>\n<li>\u81ea\u52a8\u535a\u5ba2\u7684\u597d\u5904\u5305\u62ec\u589e\u52a0\u7f51\u7ad9\u6d41\u91cf\u3001\u63d0\u9ad8 SEO \u6392\u540d\u4ee5\u53ca\u65e0\u9700\u624b\u52a8\u64cd\u4f5c\u5373\u53ef\u5411\u8bfb\u8005\u63d0\u4f9b\u6700\u65b0\u5185\u5bb9\u7684\u80fd\u529b\u3002\u7136\u800c\uff0c\u91cd\u8981\u7684\u662f\u8981\u4ed4\u7ec6\u8003\u8651\u81ea\u52a8\u535a\u5ba2\u7684\u7c7b\u578b\u548c\u6240\u4f7f\u7528\u7684\u5de5\u5177\uff0c\u4ee5\u786e\u4fdd\u5185\u5bb9\u7684\u9ad8\u8d28\u91cf\u548c\u4e0e\u53d7\u4f17\u7684\u76f8\u5173\u6027\u3002<\/li>\n<li>\u81ea\u52a8\u535a\u5ba2\u6709\u4e24\u79cd\u4e3b\u8981\u7c7b\u578b\uff1aRSS \u63d0\u8981\u81ea\u52a8\u535a\u5ba2\uff08\u4ece RSS \u63d0\u8981\u6536\u96c6\u5185\u5bb9\uff09\u548c\u5185\u5bb9\u7ba1\u7406\u81ea\u52a8\u535a\u5ba2\uff08\u6839\u636e\u7279\u5b9a\u6807\u51c6\u7ba1\u7406\u6765\u81ea\u5404\u79cd\u6765\u6e90\u7684\u5185\u5bb9\uff09\u3002\u4f7f\u7528 WordPress \u8fdb\u884c\u81ea\u52a8\u535a\u5ba2\u65f6\uff0c\u9009\u62e9\u5408\u9002\u7684\u5229\u57fa\u3001\u627e\u5230\u5408\u9002\u7684\u81ea\u52a8\u535a\u5ba2\u6765\u6e90\u5e76\u4f7f\u7528\u81ea\u52a8\u5316\u63d2\u4ef6\u6765\u7ba1\u7406\u5185\u5bb9\u975e\u5e38\u91cd\u8981\u3002<\/li>\n<\/div>\n<\/div>\n<p>\u8981\u70b9\uff1a<\/p>\n<div class=\"keytakeaways\" style=\"background: #F6F1F1; margin: 0 auto; display: table; padding: 30px; margin-top: 50px; margin-bottom: 50px; border-radius: 4px; max-width: 720px;\">\n<h2><span class=\"ez-toc-section\" id=\"Key_Takeaways\"><\/span>\u8981\u70b9\uff1a<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<div class=\"keytakeaways_body\" style=\"display: flex; font-size: 16px;\">\n<ul>\n<li>\u8bbe\u7f6e\u548c\u81ea\u5b9a\u4e49\u60a8\u7684 Keap CRM \u4eea\u8868\u677f\uff1a\n<ul>\n<li>\u4e86\u89e3\u4eea\u8868\u677f\u5b9a\u5236\u7684\u91cd\u8981\u6027<\/li>\n<li>\u8bbe\u7f6e\u4eea\u8868\u677f\u7684\u5206\u6b65\u6307\u5357<\/li>\n<\/ul>\n<\/li>\n<li>\u5bfc\u5165\u548c\u7ba1\u7406\u8054\u7cfb\u4eba\uff1a\n<ul>\n<li>\u6e05\u6d01\u548c\u76f8\u5173\u63a5\u89e6\u7684\u91cd\u8981\u6027<\/li>\n<li>\u5bfc\u5165\u8054\u7cfb\u4eba\u7684\u6700\u4f73\u5b9e\u8df5<\/li>\n<li>\u4f7f\u7528\u6807\u7b7e\u5bf9\u8054\u7cfb\u4eba\u8fdb\u884c\u5206\u7c7b\u548c\u7ec4\u7ec7<\/li>\n<li>\u6e05\u7406\u51cc\u4e71\u7684\u6807\u7b7e<\/li>\n<\/ul>\n<\/li>\n<li>\u53d1\u9001\u6709\u6548\u7684\u7535\u5b50\u90ae\u4ef6\u5e7f\u64ad\uff1a\n<ul>\n<li>\u63a2\u7d22 Keap CRM \u4e2d\u7535\u5b50\u90ae\u4ef6\u8425\u9500\u7684\u529b\u91cf<\/li>\n<li>\u8bbe\u7f6e\u548c\u53d1\u9001\u7535\u5b50\u90ae\u4ef6\u5e7f\u64ad\u7684\u7b80\u5355\u6b65\u9aa4<\/li>\n<\/ul>\n<\/li>\n<li>\u91ca\u653e Keap CRM \u7684\u5168\u90e8\u6f5c\u529b\uff1a\n<ul>\n<li>\u5c06 Keap CRM \u7406\u89e3\u4e3a\u4e00\u6b21\u65c5\u7a0b<\/li>\n<li>\u5b8c\u6210\u57fa\u672c\u4efb\u52a1\uff0c\u6253\u4e0b\u575a\u5b9e\u7684\u57fa\u7840<\/li>\n<li>\u5229\u7528 Keap \u793e\u533a\u7684 Infusionsoft \u83b7\u53d6\u652f\u6301\u548c\u8d44\u6e90<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<p><center><iframe width=\"100%\" height='350' src='https:\/\/www.youtube.com\/embed\/DVr7Alv0Wvo' frameborder='0' allowfullscreen><\/iframe><\/center><\/p>\n<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Setting_Up_and_Customizing_Your_Keap_CRM_Dashboard\"><\/span>\u8bbe\u7f6e\u548c\u81ea\u5b9a\u4e49\u60a8\u7684 Keap CRM \u4eea\u8868\u677f<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>\u8bbe\u7f6e\u548c\u81ea\u5b9a\u4e49 Keap CRM \u4eea\u8868\u677f\u5bf9\u4e8e\u4f18\u5316\u5de5\u4f5c\u6d41\u7a0b\u548c\u5145\u5206\u5229\u7528\u8fd9\u4e2a\u5f3a\u5927\u7684\u5de5\u5177\u81f3\u5173\u91cd\u8981\u3002\u5728\u672c\u8282\u4e2d\uff0c\u6211\u4eec\u5c06\u6df1\u5165\u63a2\u8ba8\u4eea\u8868\u677f\u81ea\u5b9a\u4e49\u7684\u91cd\u8981\u6027\uff0c\u5e76\u4e3a\u60a8\u63d0\u4f9b\u8bbe\u7f6e\u60a8\u81ea\u5df1\u7684\u4e2a\u6027\u5316\u4eea\u8868\u677f\u7684\u5206\u6b65\u6307\u5357\u3002\u51c6\u5907\u597d\u5145\u5206\u5229\u7528 Keap CRM \u7684\u6f5c\u529b\uff0c\u5c06\u60a8\u7684\u751f\u4ea7\u529b\u63d0\u5347\u5230\u65b0\u7684\u9ad8\u5ea6\u3002<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Understanding_the_Importance_of_Dashboard_Customization\"><\/span>\u4e86\u89e3\u4eea\u8868\u677f\u5b9a\u5236\u7684\u91cd\u8981\u6027<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u4eea\u8868\u677f\u5b9a\u5236\u662f\u4f7f\u7528\u65f6\u7684\u5173\u952e <b>\u51ef\u666e\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406<\/b> \u6709\u6548\u5730\u3002\u4e2a\u6027\u5316\u60a8\u7684\u4eea\u8868\u677f\u4ee5\u6ee1\u8db3\u60a8\u7684\u9700\u6c42\u548c\u504f\u597d\u662f\u4f18\u5316\u5de5\u4f5c\u6d41\u7a0b\u548c\u63d0\u9ad8\u5de5\u4f5c\u6548\u7387\u7684\u597d\u65b9\u6cd5\u3002\u53c2\u8003\u6570\u636e\u63d0\u4f9b\u4e86 <b>\u5206\u6b65\u6307\u5357<\/b> \u5efa\u7acb\u3002<\/p>\n<p>\u8fd9\u79cd\u81ea\u5b9a\u4e49\u5141\u8bb8\u60a8\u5feb\u901f\u8bbf\u95ee\u6307\u6807\u3001\u62a5\u544a\u548c\u529f\u80fd\u3002\u5b83\u53ef\u4ee5\u5e2e\u52a9\u60a8\u505a\u51fa\u660e\u667a\u7684\u51b3\u7b56\u5e76\u7ba1\u7406 CRM \u6d3b\u52a8\u3002<\/p>\n<p>\u4eea\u8868\u677f\u5b9a\u5236\u7684\u91cd\u8981\u6027\u5728\u4e8e\u5b83\u80fd\u591f\u63d0\u4f9b\u4e1a\u52a1\u8fd0\u8425\u7684\u5168\u9762\u6982\u89c8\u3002\u5728\u4eea\u8868\u677f\u4e0a\u6392\u5217\u76f8\u5173\u7684\u5c0f\u90e8\u4ef6\u548c\u6307\u6807\uff0c\u4ee5\u4fbf\u8f7b\u677e\u5206\u6790\u6570\u636e\u3001\u8d8b\u52bf\u548c\u8fdb\u5ea6\u3002 <b>\u51ef\u666e\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406<\/b> \u63d0\u4f9b\u5b9a\u5236\u9009\u9879\u6765\u786e\u5b9a\u4f01\u4e1a\u4fe1\u606f\u7684\u4f18\u5148\u7ea7\uff0c\u4f7f\u4ed6\u4eec\u80fd\u591f\u5b9e\u65f6\u4e86\u89e3\u4ee5\u4e0b\u9886\u57df <em>\u9500\u552e\u4e1a\u7ee9\u3001\u6f5c\u5728\u5ba2\u6237\u5f00\u53d1\u3001\u5ba2\u6237\u53c2\u4e0e\u548c\u8425\u9500\u6d3b\u52a8<\/em>.<\/p>\n<p>\u9664\u4e86\u53ef\u89c6\u5316\u6570\u636e\u4e4b\u5916\uff0c\u81ea\u5b9a\u4e49\u4eea\u8868\u677f\u8fd8\u53ef\u4ee5\u6d88\u9664\u4e0d\u5fc5\u8981\u7684\u6df7\u4e71\uff0c\u4ece\u800c\u7b80\u5316\u5de5\u4f5c\u6d41\u7a0b\u3002\u9009\u62e9\u76f8\u5173\u7684\u5c0f\u90e8\u4ef6\u5e76\u5220\u9664\u90a3\u4e9b\u5bf9\u60a8\u7684\u76ee\u6807\u6ca1\u6709\u5e2e\u52a9\u7684\u5c0f\u90e8\u4ef6\u3002\u53c2\u8003\u6570\u636e\u4e2d\u7684\u5206\u6b65\u6307\u5357\u53ef\u5e2e\u52a9\u60a8\u5bfc\u822a\u5b9a\u5236\u8fc7\u7a0b\uff0c\u5373\u4f7f\u6280\u672f\u4e13\u4e1a\u77e5\u8bc6\u6709\u9650\u7684\u7528\u6237\u4e5f\u53ef\u4ee5\u8f7b\u677e\u8bbf\u95ee\u3002<\/p>\n<p>\u901a\u8fc7\u4e86\u89e3\u4eea\u8868\u677f\u5b9a\u5236\u7684\u91cd\u8981\u6027\u5e76\u5229\u7528\u5176\u529f\u80fd <b>\u51ef\u666e\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406<\/b>\uff0c\u4f01\u4e1a\u53ef\u4ee5\u589e\u5f3a\u51b3\u7b56\u80fd\u529b\u5e76\u63d0\u9ad8\u8fd0\u8425\u6548\u7387\u3002\u5b83\u4f7f\u7528\u6237\u80fd\u591f\u4e00\u76ee\u4e86\u7136\u5730\u4e86\u89e3\u5176 CRM \u6d3b\u52a8\uff0c\u540c\u65f6\u6d88\u9664\u5e72\u6270\u3002\u901a\u8fc7\u6b63\u786e\u7684\u8bbe\u7f6e\u5e76\u4e86\u89e3\u4eea\u8868\u677f\u5b9a\u5236\u7684\u91cd\u8981\u6027\uff0c\u4f01\u4e1a\u53ef\u4ee5\u91ca\u653e\u4eea\u8868\u677f\u7684\u5168\u90e8\u6f5c\u529b <b>\u51ef\u666e\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406<\/b> \u4f5c\u4e3a\u7ba1\u7406\u5ba2\u6237\u5173\u7cfb\u7684\u5f3a\u5927\u5de5\u5177\u3002<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step-by-Step_Guide_to_Setting_Up_Your_Dashboard\"><\/span>\u8bbe\u7f6e\u4eea\u8868\u677f\u7684\u5206\u6b65\u6307\u5357<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u81ea\u5b9a\u4e49\u60a8\u7684\u4eea\u8868\u677f <b>\u51ef\u666e\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406<\/b> \u53ef\u4ee5\u5e2e\u52a9\u4f18\u5316\u60a8\u7684\u5de5\u4f5c\u6d41\u7a0b\u5e76\u63d0\u9ad8\u751f\u4ea7\u529b\u3002\u6839\u636e\u60a8\u7684\u4e2a\u4eba\u9700\u6c42\u548c\u559c\u597d\u8fdb\u884c\u5b9a\u5236\uff0c\u4f7f\u5176\u6210\u4e3a\u60a8\u81ea\u5df1\u7684\u3002\u4ee5\u4e0b\u662f\u8bbe\u7f6e\u4eea\u8868\u677f\u7684\u516d\u4e2a\u5feb\u901f\u6b65\u9aa4\uff1a<\/p>\n<ol>\n<li>\u4f7f\u7528\u60a8\u7684\u51ed\u636e\u767b\u5f55 Keap\u3002<\/li>\n<li>\u53bb \u201d<b>\u8bbe\u7f6e<\/b>\u201d \u5728\u53f3\u4e0a\u89d2\u3002<\/li>\n<li>\u9009\u62e9 \u201d<b>\u4eea\u8868\u677f<\/b>\u201d \u4ece\u4e0b\u62c9\u83dc\u5355\u4e2d\u3002<\/li>\n<li>\u9009\u62e9\u4e00\u79cd\u9884\u8bbe\u5e03\u5c40\u6216\u81ea\u5b9a\u4e49\u5e03\u5c40\u3002<\/li>\n<li>\u5c06\u5c0f\u90e8\u4ef6\u62d6\u653e\u5230\u4eea\u8868\u677f\u4e0a\u4ee5\u663e\u793a\u60a8\u60f3\u8981\u7684\u4fe1\u606f\u3002<\/li>\n<li>\u6839\u636e\u9700\u8981\u8c03\u6574\u5c0f\u90e8\u4ef6\u7684\u5927\u5c0f\u548c\u91cd\u65b0\u6392\u5217\u3002<\/li>\n<\/ol>\n<p>\u672c\u6307\u5357\u5c06\u5e2e\u52a9\u60a8\u8bbe\u8ba1\u4e2a\u6027\u5316\u4eea\u8868\u677f <b>\u51ef\u666e\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406<\/b>\u3002\u6b64\u5916\uff0c\u60a8\u8fd8\u53ef\u4ee5\u4f7f\u7528\u9884\u6784\u5efa\u62a5\u544a\u548c\u6570\u636e\u53ef\u89c6\u5316\u7b49\u529f\u80fd\u6765\u6df1\u5165\u4e86\u89e3\u60a8\u7684\u4e1a\u52a1\u3002\u60a8\u751a\u81f3\u53ef\u4ee5\u4e3a\u4e0d\u540c\u7684\u56e2\u961f\u6210\u5458\u6216\u90e8\u95e8\u5b9a\u5236\u4eea\u8868\u677f\u3002\u548c <b>\u51ef\u666e<\/b>\uff0c\u60a8\u53ef\u4ee5\u6700\u5927\u9650\u5ea6\u5730\u53d1\u6325\u4eea\u8868\u677f\u5b9a\u5236\u7684\u6f5c\u529b\u3002<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Importing_and_Managing_Contacts\"><\/span>\u5bfc\u5165\u548c\u7ba1\u7406\u8054\u7cfb\u4eba<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>\u5728 Keap CRM \u4e2d\u5bfc\u5165\u548c\u7ba1\u7406\u8054\u7cfb\u4eba\u5bf9\u60a8\u7684\u4e1a\u52a1\u5177\u6709\u91cd\u5927\u610f\u4e49\u3002\u4e86\u89e3\u5e72\u51c0\u4e14\u76f8\u5173\u7684\u8054\u7cfb\u4eba\u7684\u91cd\u8981\u6027\u3001\u6709\u6548\u5bfc\u5165\u8054\u7cfb\u4eba\u7684\u6700\u4f73\u5b9e\u8df5\uff0c\u4ee5\u53ca\u5982\u4f55\u5229\u7528\u6807\u7b7e\u5e2e\u52a9\u5bf9\u8054\u7cfb\u4eba\u8fdb\u884c\u5206\u7c7b\u548c\u7ec4\u7ec7\u3002\u6b64\u5916\uff0c\u4e86\u89e3\u5982\u4f55\u6e05\u7406\u6df7\u4e71\u7684\u6807\u7b7e\u4ee5\u7ef4\u62a4\u7cbe\u7b80\u7684\u8054\u7cfb\u4eba\u6570\u636e\u5e93\u3002\u8fd9\u4e9b\u7b56\u7565\u5c06\u4f7f\u60a8\u80fd\u591f\u5145\u5206\u5229\u7528 Keap CRM \u5e76\u4f18\u5316\u60a8\u7684\u8054\u7cfb\u4eba\u7ba1\u7406\u6d41\u7a0b\u3002<\/p>\n<h3><span class=\"ez-toc-section\" id=\"The_Significance_of_Clean_and_Relevant_Contacts\"><\/span>\u6e05\u6d01\u548c\u76f8\u5173\u63a5\u89e6\u7684\u91cd\u8981\u6027<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u5e72\u51c0\u4e14\u76f8\u5173\u7684\u8054\u7cfb\u5bf9\u4e8e <b>\u51ef\u666e\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406<\/b>\u3002\u62e5\u6709\u4e00\u4e2a\u6ca1\u6709\u91cd\u590d\u3001\u8fc7\u65f6\u6216\u4e0d\u76f8\u5173\u8054\u7cfb\u4eba\u7684\u6570\u636e\u5e93\u53ef\u4ee5\u4fdd\u8bc1\u60a8\u7684\u8425\u9500\u6d3b\u52a8\u7684\u6548\u7387\u548c\u6210\u529f\u3002\u901a\u8fc7\u6574\u7406\u8054\u7cfb\u4eba\uff0c\u60a8\u53ef\u4ee5\u63d0\u9ad8\u7535\u5b50\u90ae\u4ef6\u7684\u9001\u8fbe\u7387\u3001\u66f4\u9ad8\u7684\u6253\u5f00\u7387\u548c\u70b9\u51fb\u7387\u4ee5\u53ca\u66f4\u597d\u7684\u6574\u4f53\u5ba2\u6237\u53c2\u4e0e\u5ea6\u3002<\/p>\n<p>\u4e3a\u4e86\u53d6\u5f97\u6210\u529f\uff0c\u5728\u5c06\u8054\u7cfb\u4eba\u5bfc\u5165\u5230\u4e2d\u65f6\u9075\u5faa\u6700\u4f73\u5b9e\u8df5\u975e\u5e38\u91cd\u8981 <b>\u51ef\u666e\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406<\/b>\u3002\u8fd9\u5305\u62ec\u9a8c\u8bc1\u7535\u5b50\u90ae\u4ef6\u5730\u5740\u3001\u5220\u9664\u91cd\u590d\u9879\u4ee5\u53ca\u5f15\u5165\u9ad8\u8d28\u91cf\u6570\u636e\u3002 <b>Keap CRM \u4e2d\u7684\u6807\u7b7e<\/b> \u4e5f\u6709\u52a9\u4e8e\u6309\u6807\u51c6\u6216\u5174\u8da3\u5bf9\u8054\u7cfb\u4eba\u8fdb\u884c\u5206\u7c7b\u548c\u6392\u5217\u3002\u8fd9\u4f7f\u60a8\u53ef\u4ee5\u66f4\u7cbe\u786e\u5730\u5b9a\u4f4d\u6d88\u606f\u5e76\u9488\u5bf9\u4e0d\u540c\u7684\u8054\u7cfb\u4eba\u5217\u8868\u7ec6\u5206\u5b9a\u5236\u60a8\u7684\u8425\u9500\u3002<\/p>\n<p>\u53e6\u5916\uff0c\u4e00\u5b9a\u8981\u5b9a\u671f\u6e05\u7406 <b>Keap CRM \u4e2d\u7684\u6807\u7b7e<\/b>\u3002\u968f\u7740\u65f6\u95f4\u7684\u63a8\u79fb\uff0c\u6807\u7b7e\u53ef\u80fd\u4f1a\u53d8\u5f97\u6742\u4e71\u65e0\u7ae0\u6216\u6beb\u65e0\u7528\u5904\u3002\u901a\u8fc7\u5b9a\u671f\u68c0\u67e5\u548c\u6e05\u7406\u6807\u7b7e\uff0c\u60a8\u7684\u8054\u7cfb\u4eba\u5206\u7c7b\u4ecd\u7136\u51c6\u786e\u4e14\u6709\u7528\u3002<\/p>\n<p>\u60a8\u9700\u8981\u610f\u8bc6\u5230\u6e05\u6d01\u548c\u76f8\u5173\u63a5\u89e6\u7684\u91cd\u8981\u6027 <b>\u51ef\u666e\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406<\/b> \u5145\u5206\u53d1\u6325\u60a8\u7684\u8425\u9500\u4f5c\u7528\u3002\u4fdd\u6301\u6570\u636e\u5e93\u6574\u6d01\u6709\u5e8f\uff0c\u53ef\u4ee5\u8ba9\u60a8\u7684\u6d88\u606f\u66f4\u52a0\u5177\u4f53\u3001\u9001\u8fbe\u7387\u66f4\u9ad8\uff0c\u5e76\u5728\u5ba2\u6237\u53c2\u4e0e\u5ea6\u548c\u4fdd\u7559\u7387\u65b9\u9762\u53d6\u5f97\u66f4\u597d\u7684\u6210\u679c\u3002<\/p>\n<p>\u5bfc\u5165\u8054\u7cfb\u4eba\u53ef\u80fd\u662f\u4e00\u4e2a\u6311\u6218\uff0c\u4f46\u901a\u8fc7\u8fd9\u4e9b\u6700\u4f73\u5b9e\u8df5\uff0c\u60a8\u5c06\u907f\u514d\u8054\u7cfb\u4eba\u707e\u96be\u5e76\u4fdd\u6301\u60a8\u7684\u4fe1\u606f <b>\u51ef\u666e\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406<\/b> \u8fd0\u884c\u987a\u5229\u3002<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Best_Practices_for_Importing_Contacts\"><\/span>\u5bfc\u5165\u8054\u7cfb\u4eba\u7684\u6700\u4f73\u5b9e\u8df5<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u4e3a\u4e86\u9ad8\u6548\u3001\u51c6\u786e\u5730\u5c06\u8054\u7cfb\u4eba\u5bfc\u5165\u60a8\u7684 Keap CRM\uff0c\u5e94\u9075\u5faa\u6700\u4f73\u5b9e\u8df5\u3002\u8fd9\u6837\u5c06\u7ef4\u62a4\u5e72\u51c0\u4e14\u76f8\u5173\u7684\u8054\u7cfb\u4eba\u6570\u636e\uff0c\u60a8\u53ef\u4ee5\u6709\u6548\u5730\u7ba1\u7406\u8054\u7cfb\u4eba\u5e76\u4e0e\u8054\u7cfb\u4eba\u8fdb\u884c\u6c9f\u901a\u3002<\/p>\n<ul>\n<li>\u786e\u4fdd\u6570\u636e\u51c6\u786e\u4e14\u6700\u65b0\u3002\u68c0\u67e5\u662f\u5426\u6709\u4efb\u4f55\u9519\u8bef\u6216\u91cd\u590d\u3002<\/li>\n<li>\u4f7f\u7528 CSV \u6587\u4ef6\u7ec4\u7ec7\u8054\u7cfb\u4eba\u3002\u8fd9\u79cd\u683c\u5f0f\u53ef\u4ee5\u66f4\u8f7b\u677e\u5730\u5904\u7406\u6570\u636e\u3002<\/li>\n<li>\u6839\u636e\u4eba\u53e3\u7edf\u8ba1\u4fe1\u606f\u6216\u4e92\u52a8\u7b49\u6807\u51c6\u5bf9\u8054\u7cfb\u4eba\u8fdb\u884c\u7ec6\u5206\uff0c\u4ee5\u5b9e\u73b0\u4e2a\u6027\u5316\u6c9f\u901a\u5e76\u63d0\u9ad8\u53c2\u4e0e\u5ea6\u3002<\/li>\n<li>\u5c06 CSV \u6587\u4ef6\u4e2d\u7684\u5b57\u6bb5\u6620\u5c04\u5230 Keap \u4e2d\u7684\u76f8\u5e94\u5b57\u6bb5\u3002\u8fd9\u53ef\u4ee5\u9632\u6b62\u6570\u636e\u4e22\u5931\u6216\u9519\u8bef\u5206\u7c7b\u3002<\/li>\n<li>\u5b9a\u671f\u68c0\u67e5\u548c\u6e05\u7406\u6807\u7b7e\u3002\u5220\u9664\u4efb\u4f55\u4e0d\u5fc5\u8981\u6216\u8fc7\u65f6\u7684\u6807\u7b7e\u3002<\/li>\n<li>\u4f7f\u7528\u65b0\u7684\u6f5c\u5728\u5ba2\u6237\u66f4\u65b0\u8054\u7cfb\u4eba\u5217\u8868\u6216\u5220\u9664\u4e0d\u6d3b\u8dc3\u7684\u6f5c\u5728\u5ba2\u6237\u3002\u9632\u6b62\u6df7\u4e71\u5e76\u63d0\u9ad8\u6570\u636e\u5e93\u7684\u51c6\u786e\u6027\u3002<\/li>\n<\/ul>\n<p>\u8bf7\u6ce8\u610f\uff0c\u6210\u529f\u7684\u8054\u7cfb\u4eba\u5bfc\u5165\u53d6\u51b3\u4e8e\u5bf9\u7ec6\u8282\u548c\u7ef4\u62a4\u7684\u5173\u6ce8\u3002\u901a\u8fc7\u9075\u5faa\u8fd9\u4e9b\u5efa\u8bae\uff0c\u60a8\u53ef\u4ee5\u786e\u4fdd\u5bfc\u5165\u8fc7\u7a0b\u987a\u5229\u4e14\u51c6\u786e\uff0c\u540c\u65f6\u5728 Keap CRM \u4e2d\u4fdd\u7559\u9ad8\u8d28\u91cf\u7684\u8054\u7cfb\u4eba\u6570\u636e\u5e93\u3002<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Utilizing_Tags_to_Categorize_and_Organize_Contacts\"><\/span>\u4f7f\u7528\u6807\u7b7e\u5bf9\u8054\u7cfb\u4eba\u8fdb\u884c\u5206\u7c7b\u548c\u7ec4\u7ec7<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p> \u5bf9\u8054\u7cfb\u4eba\u8fdb\u884c\u5206\u7c7b\u548c\u7ec4\u7ec7 <b>\u51ef\u666e\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406<\/b> \u9ad8\u6548\u81f3\u5173\u91cd\u8981\u3002\u6807\u7b7e\u5141\u8bb8\u7528\u6237\u6839\u636e\u6807\u51c6\u6216\u7279\u5f81\u5bf9\u8054\u7cfb\u4eba\u8fdb\u884c\u5206\u7ec4\u548c\u6807\u8bb0\u3002\u8fd9\u6709\u52a9\u4e8e\u7535\u5b50\u90ae\u4ef6\u8425\u9500\u4e2d\u7684\u7ec6\u5206\u548c\u5b9a\u4f4d\uff0c\u5e76\u7b80\u5316\u5bf9\u7279\u5b9a\u8054\u7cfb\u4eba\u5b50\u96c6\u7684\u8fc7\u6ee4\u548c\u641c\u7d22\u3002<\/p>\n<\/p>\n<table>\n<thead>\n<tr>\n<th>\u7b2c 1 \u680f<\/th>\n<th>\u7b2c2\u680f<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><b>\u6807\u7b7e\u7684\u7528\u9014<\/b><\/td>\n<td>\u5206\u7c7b<\/td>\n<\/tr>\n<tr>\n<td><b>\u6807\u8bb0\u7684\u597d\u5904<\/b><\/td>\n<td>\u7ec4\u7ec7<\/td>\n<\/tr>\n<tr>\n<td><b>\u7ec6\u5206\u7684\u53ef\u80fd\u6027<\/b><\/td>\n<td>\u8fc7\u6ee4<\/td>\n<\/tr>\n<tr>\n<td><b>\u7535\u5b50\u90ae\u4ef6\u5b9a\u4f4d<\/b><\/td>\n<td>\u641c\u5bfb\u4e2d<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>\u6807\u7b7e\u53ef\u4ee5\u5b9e\u73b0\u5bf9\u8054\u7cfb\u4eba\u8fdb\u884c\u5206\u7c7b\u7684\u76ee\u7684\u4ee5\u53ca\u66f4\u6709\u7ec4\u7ec7\u6027\u7684\u4f18\u70b9\u3002\u5b83\u4eec\u8fd8\u63d0\u4f9b\u4e86\u7ec6\u5206\u7684\u53ef\u80fd\u6027\uff0c\u5141\u8bb8\u6709\u9488\u5bf9\u6027\u7684\u7535\u5b50\u90ae\u4ef6\u8425\u9500\u4ee5\u53ca\u5728 CRM \u4e2d\u8fdb\u884c\u6709\u6548\u7684\u8fc7\u6ee4\u548c\u641c\u7d22\u3002<\/p>\n<p> \u5f53\u4f7f\u7528\u6807\u7b7e\u5bf9\u8054\u7cfb\u4eba\u8fdb\u884c\u5206\u7c7b\u548c\u7ec4\u7ec7\u65f6\uff0c\u9700\u8981\u4e00\u4e2a\u6e05\u6670\u7684\u6807\u7b7e\u7cfb\u7edf\u6765\u6ee1\u8db3\u4e1a\u52a1\u9700\u6c42\u3002\u8fd9\u786e\u4fdd\u4e86\u6807\u7b7e\u7684\u4e00\u81f4\u6027\uff0c\u5e76\u66f4\u5bb9\u6613\u627e\u5230\u67d0\u4e9b\u8054\u7cfb\u4eba\u7ec4\u3002\u5efa\u8bae\u5b9a\u671f\u5ba1\u6838\u548c\u6e05\u7406\u6807\u7b7e\uff0c\u4ee5\u907f\u514d\u6df7\u4e71\u5e76\u4fdd\u6301\u6709\u6548\u7684\u8054\u7cfb\u4eba\u7ba1\u7406\u3002<\/p>\n<p> \u6839\u636e\u8fd9\u7bc7\u6587\u7ae0 <em>\u201c\u8bbe\u7f6e\u548c\u81ea\u5b9a\u4e49\u60a8\u7684 Keap CRM \u4eea\u8868\u677f\u201d<\/em> \u5728 Keap CRM \u4e2d\u6b63\u786e\u5229\u7528\u6807\u7b7e\u53ef\u4ee5\u4fc3\u8fdb\u8054\u7cfb\u4eba\u7ec4\u7ec7\u5e76\u7b80\u5316\u7535\u5b50\u90ae\u4ef6\u8425\u9500\u6d3b\u52a8\u3002\u6e05\u7406\u51cc\u4e71\u7684\u6807\u7b7e\u5c31\u50cf\u6574\u7406\u6df7\u4e71\u7684\u5783\u573e\u62bd\u5c49\u4e00\u6837 - \u4f46\u60a8\u65e0\u9700\u4f7f\u7528\u87ba\u9489\u548c\u6a61\u76ae\u7b4b\uff0c\u800c\u662f\u53ef\u4ee5\u7ec4\u7ec7\u8054\u7cfb\u4eba\u4ee5\u5b9e\u73b0\u66f4\u987a\u7545\u7684\u64cd\u4f5c\u3002<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Cleaning_Up_Messy_Tags\"><\/span>\u6e05\u7406\u51cc\u4e71\u7684\u6807\u7b7e<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u6e05\u7406 Keap CRM \u4e2d\u6df7\u4e71\u7684\u6807\u7b7e\u5bf9\u4e8e\u6709\u6548\u7ba1\u7406\u8054\u7cfb\u4eba\u975e\u5e38\u91cd\u8981\u3002\u6807\u7b7e\u7528\u4e8e\u6839\u636e\u6807\u51c6\u7ec4\u7ec7\u8054\u7cfb\u4eba\uff0c\u4ece\u800c\u5b9e\u73b0\u6709\u9488\u5bf9\u6027\u7684\u8425\u9500\u548c\u6c9f\u901a\u3002\u5f53\u6807\u7b7e\u53d8\u5f97\u6742\u4e71\u6216\u5305\u542b\u9519\u8bef\u4fe1\u606f\u65f6\uff0c\u5c31\u4f1a\u5f71\u54cd CRM \u7cfb\u7edf\u3002\u4e3a\u4e86\u4fdd\u6301\u6807\u7b7e\u5e72\u51c0\u548c\u51c6\u786e\uff0c\u8bf7\u6309\u7167\u4e0b\u5217\u6b65\u9aa4\u64cd\u4f5c\uff1a<\/p>\n<ol>\n<li>\u68c0\u67e5\u73b0\u6709\u6807\u7b7e\uff1a\u68c0\u67e5\u6240\u6709\u6807\u7b7e\u662f\u5426\u6709\u91cd\u590d\u3001\u62fc\u5199\u9519\u8bef\u6216\u8fc7\u65f6\u7684\u6807\u7b7e\u3002<\/li>\n<li>\u5408\u5e76\u548c\u5220\u9664\uff1a\u5408\u5e76\u91cd\u590d\u7684\u6807\u7b7e\u5e76\u5220\u9664\u4efb\u4f55\u4e0d\u9700\u8981\u7684\u6807\u7b7e\u3002\u8fd9\u5c06\u4f7f\u6807\u7b7e\u7ba1\u7406\u66f4\u52a0\u5bb9\u6613\u3002<\/li>\n<li>\u66f4\u65b0\u4fe1\u606f\uff1a\u5982\u679c\u6807\u7b7e\u6709\u9519\u8bef\u4fe1\u606f\u6216\u62fc\u5199\u9519\u8bef\uff0c\u8bf7\u66f4\u65b0\u5b83\u4eec\u3002<\/li>\n<li>\u5efa\u7acb\u6807\u7b7e\u6307\u5357\uff1a\u521b\u5efa\u89c4\u5219\u4ee5\u4fdd\u6301\u4e00\u81f4\u6027\u5e76\u907f\u514d\u5c06\u6765\u51fa\u73b0\u4e0e\u6807\u7b7e\u76f8\u5173\u7684\u95ee\u9898\u3002<\/li>\n<\/ol>\n<p>\u6e05\u6d01\u6807\u7b7e\u5e94\u8be5\u662f\u4e00\u4e2a\u6301\u7eed\u7684\u8fc7\u7a0b\u3002\u6dfb\u52a0\u65b0\u8054\u7cfb\u4eba\u6216\u53d1\u751f\u4e1a\u52a1\u53d8\u5316\u65f6\u67e5\u770b\u548c\u66f4\u65b0\u6807\u7b7e\u3002\u4f7f\u7528 Keap CRM \u4e2d\u7684\u6807\u8bb0\u89c4\u5219\u81ea\u52a8\u6267\u884c\u6b64\u8fc7\u7a0b\u3002\u8bbe\u7f6e\u89c4\u5219\u4ee5\u5408\u5e76\u91cd\u590d\u6807\u7b7e\u3001\u4fee\u590d\u62fc\u5199\u9519\u8bef\u6216\u5728\u6dfb\u52a0\u65b0\u8054\u7cfb\u4eba\u65f6\u66f4\u65b0\u8fc7\u65f6\u4fe1\u606f\u3002<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Sending_Effective_Email_Broadcasts\"><\/span>\u53d1\u9001\u6709\u6548\u7684\u7535\u5b50\u90ae\u4ef6\u5e7f\u64ad<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>\u63a2\u7d22 Keap CRM \u4e2d\u7535\u5b50\u90ae\u4ef6\u8425\u9500\u7684\u529b\u91cf\u5e76\u5b66\u4e60\u8bbe\u7f6e\u548c\u53d1\u9001\u7535\u5b50\u90ae\u4ef6\u5e7f\u64ad\u7684\u7b80\u5355\u6b65\u9aa4 - \u8f7b\u677e\u91ca\u653e\u60a8\u7684\u4e1a\u52a1\u6c9f\u901a\u6f5c\u529b\u3002<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Exploring_the_Power_of_Email_Marketing_in_Keap_CRM\"><\/span>\u63a2\u7d22 Keap CRM \u4e2d\u7535\u5b50\u90ae\u4ef6\u8425\u9500\u7684\u529b\u91cf<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u7535\u5b50\u90ae\u4ef6\u8425\u9500\u662f\u4e00\u4e2a\u5f3a\u5927\u7684\u5de5\u5177 <b>\u51ef\u666e\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406<\/b>\u3002\u4f01\u4e1a\u53ef\u4ee5\u5229\u7528\u5b83\u6765\u6709\u6548\u5730\u63a5\u89e6\u548c\u5438\u5f15\u76ee\u6807\u53d7\u4f17\u3002 Keap CRM \u63d0\u4f9b\u4ee5\u4e0b\u529f\u80fd <em>\u4e2a\u6027\u5316\u7535\u5b50\u90ae\u4ef6\u5e7f\u64ad\u3001\u7ec6\u5206\u3001\u8ddf\u8e2a\u6253\u5f00\u548c\u70b9\u51fb\u4ee5\u53ca\u81ea\u52a8\u540e\u7eed\u6d3b\u52a8<\/em>.<\/p>\n<p>\u4e3a\u4e86\u6709\u6548\u7684\u7535\u5b50\u90ae\u4ef6\u8425\u9500\uff0c\u9700\u8981\u91c7\u53d6\u4e00\u4e9b\u6b65\u9aa4\u3002\u8fd9\u4e9b\u5305\u62ec\uff1a<\/p>\n<ol>\n<li><b>\u9009\u62e9\u6216\u8bbe\u8ba1\u7535\u5b50\u90ae\u4ef6\u5e03\u5c40<\/b><\/li>\n<li><b>\u4f7f\u7528\u5408\u5e76\u5b57\u6bb5\u4e2a\u6027\u5316\u5185\u5bb9<\/b><\/li>\n<li><b>\u6dfb\u52a0\u56fe\u50cf\/\u9644\u4ef6<\/b><\/li>\n<li><b>\u53d1\u9001\u524d\u6d4b\u8bd5\u7535\u5b50\u90ae\u4ef6<\/b><\/li>\n<\/ol>\n<p>\u6b64\u5916\uff0c <b>\u901a\u8fc7\u5206\u6790\u8ddf\u8e2a\u7ee9\u6548<\/b> \u5e2e\u52a9\u4f01\u4e1a\u4e3a\u672a\u6765\u7684\u6d3b\u52a8\u505a\u51fa\u6570\u636e\u9a71\u52a8\u7684\u51b3\u7b56\u3002<\/p>\n<p>\u8fd8\u4fdd\u7559 CRM <b>\u4e0e\u8054\u7cfb\u4eba\u7ba1\u7406\u548c\u6807\u8bb0\u96c6\u6210<\/b>\u3002\u8fd9\u6709\u52a9\u4e8e\u4f01\u4e1a\u901a\u8fc7\u5b9a\u5236\u6d88\u606f\u7784\u51c6\u7279\u5b9a\u7684\u8054\u7cfb\u4eba\u7fa4\u4f53\uff0c\u5e76\u786e\u4fdd\u5bf9\u8054\u7cfb\u4eba\u8fdb\u884c\u5206\u7c7b\u548c\u7ec4\u7ec7\u4ee5\u8fdb\u884c\u6709\u6548\u7684\u6c9f\u901a\u3002<\/p>\n<p>\u603b\u4e4b\uff0cKeap CRM \u4e2d\u7684\u7535\u5b50\u90ae\u4ef6\u8425\u9500\u53ef\u5e2e\u52a9\u4f01\u4e1a\u4e0e\u53d7\u4f17\u5efa\u7acb\u8054\u7cfb\u3002\u5b83\u63d0\u4f9b <b>\u53ef\u5b9a\u5236\u7684\u6a21\u677f\u3001\u4e2a\u6027\u5316\u3001\u8ddf\u8e2a\u529f\u80fd\u548c\u8054\u7cfb\u4eba\u7ba1\u7406\u529f\u80fd<\/b> \u2013 \u4e00\u5207\u65e8\u5728\u63d0\u9ad8\u53c2\u4e0e\u5ea6\u5e76\u5b9e\u73b0\u8425\u9500\u76ee\u6807\u3002<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Simple_Steps_to_Set_Up_and_Send_an_Email_Broadcast\"><\/span>\u8bbe\u7f6e\u548c\u53d1\u9001\u7535\u5b50\u90ae\u4ef6\u5e7f\u64ad\u7684\u7b80\u5355\u6b65\u9aa4<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<ol>\n<li>\u5bfc\u822a\u81f3 <b>\u7535\u5b50\u90ae\u4ef6\u5e7f\u64ad<\/b> \u7834\u6298\u53f7\u4e2d\u7684\u90e8\u5206\u3002\u60a8\u53ef\u4ee5\u5728\u6b64\u5904\u6784\u5efa\u548c\u7ba1\u7406\u8425\u9500\u6d3b\u52a8\u3002<\/li>\n<li>\u70b9\u51fb <b>\u201c\u521b\u5efa\u5e7f\u64ad\u201d<\/b> \u6309\u94ae\u5f00\u59cb\u3002\u9009\u62e9\u4e00\u4e2a\u6a21\u677f\u6216\u4ece\u5934\u5f00\u59cb\u5236\u4f5c\u4e00\u4e2a\u6a21\u677f\u3002<\/li>\n<li>\u4f7f\u7528\u54c1\u724c\u3001\u5185\u5bb9\u548c\u53f7\u53ec\u6027\u7528\u8bed\u81ea\u5b9a\u4e49\u7535\u5b50\u90ae\u4ef6\u3002\u4f7f\u5176\u5177\u6709\u5438\u5f15\u529b\u548c\u5438\u5f15\u529b\u3002<\/li>\n<li>\u9009\u62e9\u8c01\u5c06\u63a5\u6536\u5e7f\u64ad\u3002\u5b9a\u4f4d\u7279\u5b9a\u7684\u7ec6\u5206\u6216\u6807\u7b7e\u3002<\/li>\n<li>\u9884\u89c8\u7535\u5b50\u90ae\u4ef6\u662f\u5426\u6709\u9519\u8bef\u3002\u4fee\u590d\u4efb\u4f55\u62fc\u5199\u6216\u683c\u5f0f\u95ee\u9898\u3002<\/li>\n<li>\u5b89\u6392\u4f55\u65f6\u53d1\u9001\u6216\u7acb\u5373\u53d1\u9001\u3002\u786e\u5b9a\u5b9e\u73b0\u6700\u5927\u6253\u5f00\u7387\u548c\u53c2\u4e0e\u5ea6\u7684\u6700\u4f73\u65f6\u673a\u3002<\/li>\n<\/ol>\n<p>\u8fd9\u4e9b\u6b65\u9aa4\u4f7f\u8bbe\u7f6e\u548c\u53d1\u9001\u7535\u5b50\u90ae\u4ef6\u5e7f\u64ad\u53d8\u5f97\u7b80\u5355\u800c\u6709\u6548\u3002 Keap CRM \u8fd8\u5728\u6bcf\u6b21\u5e7f\u64ad\u540e\u63d0\u4f9b\u6307\u6807\u548c\u89c1\u89e3\u3002\u8ddf\u8e2a\u6253\u5f00\u3001\u70b9\u51fb\u3001\u8f6c\u5316\u548c\u5176\u4ed6\u6570\u636e\uff0c\u4ee5\u8861\u91cf\u6210\u529f\u5e76\u8c03\u6574\u672a\u6765\u7684\u5e7f\u64ad\u3002<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Unlocking_the_Full_Potential_of_Keap_CRM\"><\/span>\u91ca\u653e Keap CRM \u7684\u5168\u90e8\u6f5c\u529b<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>\u901a\u8fc7\u5c06 Keap CRM \u7406\u89e3\u4e3a\u4e00\u6b21\u53d8\u9769\u4e4b\u65c5\uff0c\u91ca\u653e Keap CRM \u7684\u5168\u90e8\u6f5c\u529b\u3002\u4e86\u89e3\u5b8c\u6210\u57fa\u672c\u4efb\u52a1\u5982\u4f55\u4e3a\u6210\u529f\u5960\u5b9a\u575a\u5b9e\u7684\u57fa\u7840\u3002\u5229\u7528 Keap Community \u7684 Infusionsoft \u83b7\u5f97\u65e0\u4e0e\u4f26\u6bd4\u7684\u652f\u6301\u548c\u8d44\u6e90\u3002\u8ba9\u6211\u4eec\u4e00\u8d77\u63a2\u7d22 Keap CRM \u7684\u5f3a\u5927\u529f\u80fd\u3002<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Understanding_Keap_CRM_as_a_Journey\"><\/span>\u5c06 Keap CRM \u7406\u89e3\u4e3a\u4e00\u6b21\u65c5\u7a0b<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><b>\u51ef\u666e\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406<\/b> \u4e0d\u4ec5\u4ec5\u662f\u4e00\u4e2a\u5de5\u5177\uff0c\u800c\u4e14\u662f\u4f01\u4e1a\u4f18\u5316\u5ba2\u6237\u5173\u7cfb\u7684\u4e0d\u65ad\u53d1\u5c55\u7684\u65c5\u7a0b\u3002\u5b83\u4f7f\u4ed6\u4eec\u80fd\u591f\u521b\u9020\u4e2a\u6027\u5316\u7684\u4f53\u9a8c\u3002\u901a\u8fc7\u53ef\u5b9a\u5236\u7684\u4eea\u8868\u677f\uff0c\u4ed6\u4eec\u53ef\u4ee5\u6839\u636e\u81ea\u5df1\u7684\u9700\u6c42\u5b9a\u5236\u754c\u9762\u3002\u4f7f\u7528\u6700\u4f73\u5b9e\u8df5\u7ba1\u7406\u8054\u7cfb\u4eba\u6709\u52a9\u4e8e\u7ef4\u62a4\u6570\u636e\u5b8c\u6574\u6027\u3002 <b>\u6807\u7b7e<\/b> \u5141\u8bb8\u66f4\u597d\u7684\u7ec6\u5206\u548c\u4e2a\u6027\u5316\u3002\u7535\u5b50\u90ae\u4ef6\u8425\u9500\u7684\u529b\u91cf\u53ef\u4ee5\u5e2e\u52a9\u4f01\u4e1a\u4e0e\u53d7\u4f17\u4e92\u52a8\uff0c\u540c\u65f6\u4fdd\u6301\u4e2a\u6027\u5316\u3002\u6700\u540e\u4f46\u5e76\u975e\u6700\u4e0d\u91cd\u8981\u7684\u4e00\u70b9\u662f\uff0c\u5229\u7528 <b>Keap \u793e\u533a\u7684 Infusionsoft<\/b> \u63d0\u4f9b\u7ecf\u9a8c\u4e30\u5bcc\u7684\u7528\u6237\u7684\u652f\u6301\u548c\u6307\u5bfc\u3002\u8fd9\u4e00\u65c5\u7a0b\u5bf9\u4e8e\u9ad8\u6548\u7684\u5de5\u4f5c\u6d41\u7a0b\u548c\u63d0\u9ad8\u751f\u4ea7\u529b\u81f3\u5173\u91cd\u8981\u3002<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Completing_Essential_Tasks_for_a_Strong_Foundation\"><\/span>\u5b8c\u6210\u57fa\u672c\u4efb\u52a1\uff0c\u6253\u4e0b\u575a\u5b9e\u7684\u57fa\u7840<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u8981\u6210\u529f\u4f7f\u7528 Keap CRM\uff0c\u575a\u5b9e\u7684\u57fa\u7840\u975e\u5e38\u91cd\u8981\u3002\u901a\u8fc7\u6267\u884c\u57fa\u672c\u4efb\u52a1\uff0c\u60a8\u53ef\u4ee5\u786e\u4fdd\u60a8\u7684 CRM \u7cfb\u7edf\u5df2\u6b63\u786e\u8bbe\u7f6e\u5e76\u9488\u5bf9\u60a8\u7684\u4e1a\u52a1\u9700\u6c42\u8fdb\u884c\u4f18\u5316\u3002<\/p>\n<ul>\n<li><b>\u81ea\u5b9a\u4e49\u4eea\u8868\u677f\uff1a<\/b> \u82b1\u65f6\u95f4\u914d\u7f6e\u548c\u81ea\u5b9a\u4e49\u4eea\u8868\u677f\uff0c\u4ee5\u663e\u793a\u4e0e\u60a8\u7684\u4e1a\u52a1\u6700\u76f8\u5173\u7684\u5173\u952e\u6307\u6807\u548c\u4fe1\u606f\u3002<\/li>\n<li><b>\u5bfc\u5165\u548c\u5904\u7406\u8054\u7cfb\u4eba\uff1a<\/b> \u5e72\u51c0\u4e14\u76f8\u5173\u7684\u8054\u7cfb\u5bf9\u4e8e\u6709\u6548\u7684\u6c9f\u901a\u81f3\u5173\u91cd\u8981\u3002\u5bfc\u5165\u8054\u7cfb\u4eba\u65f6\u9075\u5faa\u6700\u4f73\u5b9e\u8df5\uff0c\u5e76\u4f7f\u7528\u6807\u7b7e\u8fdb\u884c\u5206\u7c7b\u548c\u7ec4\u7ec7\u3002<\/li>\n<li><b>\u53d1\u9001\u6210\u529f\u7684\u7535\u5b50\u90ae\u4ef6\u5e7f\u64ad\uff1a<\/b> \u901a\u8fc7\u51c6\u5907\u5e76\u53d1\u9001\u6709\u5f71\u54cd\u529b\u7684\u7535\u5b50\u90ae\u4ef6\u5e7f\u64ad\u4e0e\u60a8\u7684\u8054\u7cfb\u4eba\u4e92\u52a8\uff0c\u53d1\u73b0 Keap CRM \u4e2d\u7535\u5b50\u90ae\u4ef6\u8425\u9500\u7684\u529b\u91cf\u3002<\/li>\n<li><b>\u4f7f\u7528 Keap \u793e\u533a\u7684 Infusionsoft\uff1a<\/b> \u5229\u7528 Infusionsoft by Keap \u793e\u533a\u63d0\u4f9b\u7684\u652f\u6301\u548c\u8d44\u6e90\uff0c\u5145\u5206\u5229\u7528\u60a8\u7684 CRM \u7cfb\u7edf\u3002<\/li>\n<\/ul>\n<p>\u901a\u8fc7\u5b8c\u6210\u8fd9\u4e9b\u57fa\u672c\u4efb\u52a1\uff0c\u60a8\u53ef\u4ee5\u4e3a Keap CRM \u5960\u5b9a\u575a\u5b9e\u7684\u57fa\u7840\u3002\u501f\u52a9\u81ea\u5b9a\u4e49\u4eea\u8868\u677f\u3001\u7ba1\u7406\u826f\u597d\u7684\u8054\u7cfb\u4eba\u548c\u6709\u6548\u7684\u7535\u5b50\u90ae\u4ef6\u5e7f\u64ad\uff0c\u60a8\u53ef\u4ee5\u6700\u5927\u9650\u5ea6\u5730\u53d1\u6325\u6b64\u6f5c\u529b <em>\u529f\u80fd\u5f3a\u5927\u7684\u5de5\u5177<\/em>\u3002\u53e6\u5916\uff0c\u8fd8\u53ef\u5229\u7528 Infusionsoft by Keap \u793e\u533a\u83b7\u53d6\u989d\u5916\u5e2e\u52a9\u548c\u8d44\u6e90\u3002\u8fd9\u4e00\u5207\u90fd\u6709\u52a9\u4e8e\u5960\u5b9a\u575a\u5b9e\u7684\u57fa\u7840\uff0c\u5e76\u4e3a\u60a8\u5728\u4e1a\u52a1\u4e2d\u6709\u6548\u5229\u7528 Keap CRM \u5960\u5b9a\u57fa\u7840\u3002<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Leveraging_the_Infusionsoft_by_Keap_Community_for_Support_and_Resources\"><\/span>\u5229\u7528 Keap \u793e\u533a\u7684 Infusionsoft \u83b7\u53d6\u652f\u6301\u548c\u8d44\u6e90<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u70b9\u51fb\u8fdb\u5165 <b>Keap \u793e\u533a\u7684 Infusionsoft<\/b> \u4ee5\u83b7\u5f97\u652f\u6301\u548c\u83b7\u53d6\u8d44\u6e90\u3002\u4e0e\u5176\u4ed6\u7528\u6237\u8054\u7cfb\u3001\u5206\u4eab\u6700\u4f73\u5b9e\u8df5\u5e76\u83b7\u5f97\u4e13\u5bb6\u5e2e\u52a9\u3002\u67e5\u627e\u57f9\u8bad\u6750\u6599\u3001\u4e86\u89e3\u6700\u65b0\u4ea7\u54c1\u66f4\u65b0\u5e76\u4ece\u6210\u529f\u6848\u4f8b\u4e2d\u83b7\u5f97\u542f\u53d1\u3002<\/p>\n<p>\u5229\u7528\u8fd9\u4e2a <b>\u4e0d\u65ad\u589e\u957f\u7684\u793e\u533a<\/b> \u5fd7\u8da3\u76f8\u6295\u7684\u4eba\u5e76\u5145\u5206\u5229\u7528\u60a8\u7684 <b>\u51ef\u666e\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406<\/b> \u7ecf\u9a8c\u3002\u83b7\u53d6\u6545\u969c\u6392\u9664\u5e2e\u52a9\u3001\u5bfb\u6c42\u6700\u4f73\u5b9e\u8df5\u6307\u5bfc\u5e76\u4fdd\u6301\u6d3b\u8dc3\u4ee5\u5229\u7528\u66f4\u65b0\u548c\u529f\u80fd\u3002\u5229\u7528\u8fd9\u4e2a <b>\u65e0\u4ef7\u7684\u8d44\u6e90<\/b> \u5e76\u5728\u60a8\u7684\u5546\u4e1a\u6d3b\u52a8\u4e2d\u53d6\u5f97\u6210\u529f\u3002<\/p>\n<p><div><\/div>\n<div class=\"facts\" style=\"background: #F6F1F1; margin: 0 auto; display: table; padding: 30px; margin-top: 50px; margin-bottom: 50px; border-radius: 4px; max-width: 720px;\">\n<h2><span class=\"ez-toc-section\" id=\"Some_Facts_About_How_to_Use_Keap_CRM\"><\/span>\u5173\u4e8e\u5982\u4f55\u4f7f\u7528 Keap CRM \u7684\u4e00\u4e9b\u4e8b\u5b9e\uff1a<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<div class=\"facts_body\" style=\"display: flex; font-size: 16px;\">\n<ul>\n<li><strong>\u2705 Keap \u7684 Infusionsoft \u662f\u4e00\u4e2a\u5f3a\u5927\u7684\u5e73\u53f0\uff0c\u63d0\u4f9b\u7535\u5b50\u90ae\u4ef6\u8425\u9500\u548c\u81ea\u52a8\u5316\u529f\u80fd\u3002<\/strong> <em>\uff08\u6765\u6e90\uff1a\u56e2\u961f\u7814\u7a76\uff09<\/em><\/li>\n<li><strong>\u2705 \u8bbe\u7f6e\u548c\u81ea\u5b9a\u4e49 Infusionsoft by Keap \u4eea\u8868\u677f\u5bf9\u4e8e\u6709\u6548\u4f7f\u7528 CRM \u81f3\u5173\u91cd\u8981\u3002<\/strong> <em>\uff08\u6765\u6e90\uff1a\u56e2\u961f\u7814\u7a76\uff09<\/em><\/li>\n<li><strong>\u2705 \u5bfc\u5165\u5e72\u51c0\u4e14\u7ec4\u7ec7\u826f\u597d\u7684\u8054\u7cfb\u4eba\u5bf9\u4e8e\u4f7f\u7528 Infusionsoft by Keap \u6210\u529f\u8fdb\u884c\u7535\u5b50\u90ae\u4ef6\u8425\u9500\u81f3\u5173\u91cd\u8981\u3002<\/strong> <em>\uff08\u6765\u6e90\uff1a\u56e2\u961f\u7814\u7a76\uff09<\/em><\/li>\n<li><strong>\u2705 \u4f7f\u7528\u6807\u7b7e\u5bf9\u8054\u7cfb\u4eba\u8fdb\u884c\u5206\u7c7b\u548c\u7ec4\u7ec7\u662f Keap \u7684 Infusionsoft \u4e2d\u7684\u4e00\u9879\u6709\u7528\u529f\u80fd\u3002<\/strong> <em>\uff08\u6765\u6e90\uff1a\u56e2\u961f\u7814\u7a76\uff09<\/em><\/li>\n<li><strong>\u2705 \u53d1\u9001\u7535\u5b50\u90ae\u4ef6\u5e7f\u64ad\uff0c\u4f8b\u5982\u65f6\u4e8b\u901a\u8baf\u548c\u4f18\u60e0\uff0c\u662f Keap \u7684 Infusionsoft \u7684\u5e38\u89c1\u7528\u9014\u3002<\/strong> <em>\uff08\u6765\u6e90\uff1a\u56e2\u961f\u7814\u7a76\uff09<\/em><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<h2><span class=\"ez-toc-section\" id=\"FAQs_about_How_To_Use_Keap_Crm\"><\/span>\u5173\u4e8e\u5982\u4f55\u4f7f\u7528Keap Crm \u7684\u5e38\u89c1\u95ee\u9898<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"Question_How_can_I_get_started_with_using_Keap_CRM\"><\/span>\u95ee\u9898\uff1a\u5982\u4f55\u5f00\u59cb\u4f7f\u7528 Keap CRM\uff1f<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u7b54\uff1a\u8981\u5f00\u59cb\u4f7f\u7528 Keap CRM\uff0c\u60a8\u53ef\u4ee5\u4f7f\u7528\u60a8\u7684\u7535\u5b50\u90ae\u4ef6\u548c\u5bc6\u7801\u5728 signin.infusionsoft.com \u767b\u5f55\u60a8\u7684 Keap \u5e10\u6237\u3002\u60a8\u8fd8\u53ef\u4ee5\u67e5\u770b\u7f51\u7edc\u7814\u8ba8\u4f1a\u7cfb\u5217\uff0c\u5168\u9762\u4e86\u89e3 Keap CRM\u3002<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Question_What_are_some_key_features_of_Keap_CRM\"><\/span>\u95ee\u9898\uff1aKeap CRM \u6709\u54ea\u4e9b\u4e3b\u8981\u529f\u80fd\uff1f<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u7b54\uff1aKeap CRM \u63d0\u4f9b\u8bb8\u591a\u6709\u7528\u7684\u529f\u80fd\uff0c\u4f8b\u5982\u81ea\u52a8\u7535\u5b50\u90ae\u4ef6\u8425\u9500\u3001\u53ef\u81ea\u5b9a\u4e49\u51fa\u7ad9\u7535\u5b50\u90ae\u4ef6\u7684\u7535\u5b50\u90ae\u4ef6\u7b7e\u540d\u3001\u624b\u52a8\u6dfb\u52a0\u6216\u5bfc\u5165\u65b0\u8054\u7cfb\u4eba\u7684\u529f\u80fd\u3001\u4f7f\u7528\u6807\u7b7e\u5bf9\u8054\u7cfb\u4eba\u8fdb\u884c\u7ec6\u5206\u3001\u81ea\u5b9a\u4e49\u4e3b\u9875\u4eea\u8868\u677f\u7684\u9009\u9879\u3001\u6587\u4ef6\u5b58\u50a8\u529f\u80fd\u3001\u901a\u8fc7 My Day \u8fdb\u884c\u4efb\u52a1\u548c\u7ea6\u4f1a\u7ba1\u7406\uff0c\u4ee5\u53ca\u5c06 Gmail \u548c Outlook \u5e10\u6237\u4e0e Keap CRM \u540c\u6b65\u7684\u9009\u9879\u3002<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Question_How_can_I_customize_my_email_signature_in_Keap_CRM\"><\/span>\u95ee\u9898\uff1a\u5982\u4f55\u5728 Keap CRM 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CRM\uff0c\u8bf7\u786e\u4fdd\u60a8\u7684\u8054\u7cfb\u4eba\u5e72\u51c0\u5e76\u7b26\u5408\u6240\u9700\u7684\u6807\u51c6\u3002\u7136\u540e\uff0c\u60a8\u53ef\u4ee5\u4f7f\u7528 Keap CRM \u5e10\u6237\u7684\u201c\u8054\u7cfb\u4eba\u201d\u90e8\u5206\u4e2d\u7684\u5bfc\u5165\u529f\u80fd\u3002\u6309\u7167\u63d0\u793a\u64cd\u4f5c\u5e76\u63d0\u4f9b\u5fc5\u8981\u7684\u4fe1\u606f\u4ee5\u5b8c\u6210\u5bfc\u5165\u8fc7\u7a0b\u3002<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Question_How_can_I_test_new_features_in_Keap_CRM\"><\/span>\u95ee\uff1a\u5982\u4f55\u6d4b\u8bd5 Keap CRM \u4e2d\u7684\u65b0\u529f\u80fd\uff1f<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u7b54\u6848\uff1aKeap CRM \u63d0\u4f9b\u4e86\u5728\u65b0\u529f\u80fd\u5b8c\u5168\u53d1\u5e03\u4e4b\u524d\u5bf9\u5176\u8fdb\u884c\u6d4b\u8bd5\u7684\u673a\u4f1a\u3002\u8981\u6d4b\u8bd5\u65b0\u529f\u80fd\uff0c\u8bf7\u67e5\u627e\u201cNeue Funktionen testen\u201d\u90e8\u5206\u6216\u9009\u62e9\u53c2\u52a0 Beta 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