> For the complete documentation index, see [llms.txt](https://quteng.gitbook.io/ke-hu-wen-da-ji/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://quteng.gitbook.io/ke-hu-wen-da-ji/hu-bie-yu-she-ding/ru-he-cao-zuo-hu-bie-yu-gou-mai-ke-hu-bang-ding.md).

# 如何操作戶別與購買客戶綁定？

#### <mark style="background-color:$warning;">操作前須注意：客戶名單需先於系統完成建檔，若電話無對應紀錄則不會成功綁定。</mark>

***

#### 路徑：

建案管理 > 戶別資訊管理

***

#### 操作方式：

1. 登入系統後，選擇建案，進入 建案管理 > 戶別資訊管理 頁面。

   <figure><img src="https://1264781745-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvNcUddmvlmoPF9rp4roy%2Fuploads%2Fc97CnRe3El8frCqhjtfK%2Fnote_v2.jpg?alt=media&amp;token=b2f41206-f859-454b-93fa-bde098e16fe0" alt="" width="563"><figcaption></figcaption></figure>
2. 匯出戶別 Excel 檔案。

   <figure><img src="https://1264781745-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvNcUddmvlmoPF9rp4roy%2Fuploads%2FFPGOJalJyKQzx3hImbAe%2Fimage.png?alt=media&amp;token=edbdd8e6-38b3-4a7e-aa04-7f9879910d55" alt="" width="563"><figcaption></figcaption></figure>
3. 於檔案內對應戶別欄位輸入客戶電話號碼。
   1. 若某戶別不需綁定客戶則留空

      <figure><img src="https://1264781745-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvNcUddmvlmoPF9rp4roy%2Fuploads%2Fpvm1i2uZ3XuW8U27DrRe%2Fimage.png?alt=media&amp;token=dc8b6b88-3692-41fe-9732-baf765f26676" alt="" width="563"><figcaption></figcaption></figure>
4. 回到系統，點擊「戶別匯入」上傳編輯後的檔案。

   <figure><img src="https://1264781745-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvNcUddmvlmoPF9rp4roy%2Fuploads%2FwqFXsbMW4c9bWF2kEKAP%2Fimage.png?alt=media&amp;token=1b3c193a-b3a2-4443-b9a7-ce2952b1c598" alt="" width="563"><figcaption></figcaption></figure>
5. 上傳後即可於列表看到對應的購買客戶資訊。

   <figure><img src="https://1264781745-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvNcUddmvlmoPF9rp4roy%2Fuploads%2F4rQsCLGZs3rhzZn3E5BU%2Fimage.png?alt=media&amp;token=69789cf2-25af-4077-9b7e-f62198bf1b49" alt="" width="563"><figcaption></figcaption></figure>

#### <mark style="background-color:$warning;">操作前須注意：客戶名單需先於系統完成建檔，若電話無對應紀錄則不會成功綁定。</mark>


---

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