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如何设置跟进记录的填写模板？
在企微云·客户经营【跟进记录】模块，可以查看所有客户的跟进情况，也可以通过【更多筛选】的方式，定向查看符合筛选条件的客户跟进。企业可自定义跟进记录的填写规则。
【跟进记录】可根据企业实际情况自定义跟进记录模板，对客户跟进记录做统一化管理。
操作路径：客户经营-模块配置-跟进拜访
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