{"id":1741,"date":"2024-01-12T14:34:39","date_gmt":"2024-01-12T17:34:39","guid":{"rendered":"https:\/\/www.xkeysti.com.br\/wiki\/?p=1741"},"modified":"2024-01-15T08:42:11","modified_gmt":"2024-01-15T11:42:11","slug":"cadastros-crm","status":"publish","type":"post","link":"https:\/\/www.xkeysti.com.br\/wiki\/cadastros-crm\/","title":{"rendered":"Cadastros CRM"},"content":{"rendered":"<p>1\u00b0 Passo<\/p>\n<p>Cadastro de M\u00eddias<\/p>\n<p>Cadastro &gt; M\u00eddias &gt; Novo<br \/>\nobs: Meios de divulga\u00e7\u00e3o.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1742\" src=\"https:\/\/www.xkeysti.com.br\/wiki\/wp-content\/uploads\/2024\/01\/CRM-Midias-300x246.png\" alt=\"\" width=\"848\" height=\"695\" srcset=\"https:\/\/www.xkeysti.com.br\/wiki\/wp-content\/uploads\/2024\/01\/CRM-Midias-300x246.png 300w, https:\/\/www.xkeysti.com.br\/wiki\/wp-content\/uploads\/2024\/01\/CRM-Midias-768x629.png 768w, https:\/\/www.xkeysti.com.br\/wiki\/wp-content\/uploads\/2024\/01\/CRM-Midias.png 960w\" sizes=\"auto, (max-width: 848px) 100vw, 848px\" \/><\/p>\n<p>2\u00ba Passo<\/p>\n<p>Cadastro de Eventos<\/p>\n<p>Cadastros &gt; eventos &gt; novo<br \/>\ninformar Descri\u00e7\u00e3o exemplo&#8221; programa y&#8221; &gt; vincular com M\u00eddia<br \/>\nse tiver validade informar datas.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1745\" src=\"https:\/\/www.xkeysti.com.br\/wiki\/wp-content\/uploads\/2024\/01\/CRM-Eventos-300x180.png\" alt=\"\" width=\"903\" height=\"542\" srcset=\"https:\/\/www.xkeysti.com.br\/wiki\/wp-content\/uploads\/2024\/01\/CRM-Eventos-300x180.png 300w, https:\/\/www.xkeysti.com.br\/wiki\/wp-content\/uploads\/2024\/01\/CRM-Eventos-768x461.png 768w, https:\/\/www.xkeysti.com.br\/wiki\/wp-content\/uploads\/2024\/01\/CRM-Eventos.png 965w\" sizes=\"auto, (max-width: 903px) 100vw, 903px\" \/><\/p>\n<p>3\u00ba Passo<\/p>\n<p>Cadastro de Estrat\u00e9gias<\/p>\n<p>Cadastros &gt; Estrat\u00e9gias &gt; Novo<br \/>\nInformar descri\u00e7\u00e3o da estrat\u00e9gia &gt; Selecionar um fase<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1746\" src=\"https:\/\/www.xkeysti.com.br\/wiki\/wp-content\/uploads\/2024\/01\/CRM-Estrategias-300x185.png\" alt=\"\" width=\"984\" height=\"607\" srcset=\"https:\/\/www.xkeysti.com.br\/wiki\/wp-content\/uploads\/2024\/01\/CRM-Estrategias-300x185.png 300w, https:\/\/www.xkeysti.com.br\/wiki\/wp-content\/uploads\/2024\/01\/CRM-Estrategias-768x474.png 768w, https:\/\/www.xkeysti.com.br\/wiki\/wp-content\/uploads\/2024\/01\/CRM-Estrategias.png 951w\" sizes=\"auto, (max-width: 984px) 100vw, 984px\" \/><\/p>\n<p>Cadastro de Fase<\/p>\n<ul>\n<li>Clicar no bot\u00e3o novo informar Descri\u00e7\u00e3o<\/li>\n<li>Selecionar cor<\/li>\n<li>Aba CRM marcar op\u00e7\u00e3o &#8220;utilizar como fase dentro da estrat\u00e9gia\/oportunidade&#8221;<\/li>\n<li>Op\u00e7\u00e3o &#8220;Encerrar estrat\u00e9gia marcar apenas se fase for final, caso contrario n\u00e3o marcar.<\/li>\n<li>GravarObs: pode se inclu\u00edda diversas fase dentro de um estrat\u00e9gia.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1747\" src=\"https:\/\/www.xkeysti.com.br\/wiki\/wp-content\/uploads\/2024\/01\/CRM-Fase-281x300.png\" alt=\"\" width=\"1000\" height=\"1068\" srcset=\"https:\/\/www.xkeysti.com.br\/wiki\/wp-content\/uploads\/2024\/01\/CRM-Fase-281x300.png 281w, https:\/\/www.xkeysti.com.br\/wiki\/wp-content\/uploads\/2024\/01\/CRM-Fase.png 660w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>4\u00ba Passo Cadastro de leads<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>1\u00b0 Passo Cadastro de M\u00eddias Cadastro &gt; M\u00eddias &gt; Novo obs: Meios de divulga\u00e7\u00e3o. 2\u00ba Passo Cadastro de Eventos Cadastros &gt; eventos &gt; novo informar Descri\u00e7\u00e3o exemplo&#8221; programa y&#8221; &gt; vincular com M\u00eddia se tiver validade informar datas. 3\u00ba Passo Cadastro de Estrat\u00e9gias Cadastros &gt; Estrat\u00e9gias &gt; Novo Informar descri\u00e7\u00e3o da estrat\u00e9gia &gt; Selecionar um&hellip;<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[63],"class_list":["post-1741","post","type-post","status-publish","format-standard","hentry","category-crm-e-bi","tag-crm"],"_links":{"self":[{"href":"https:\/\/www.xkeysti.com.br\/wiki\/wp-json\/wp\/v2\/posts\/1741","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.xkeysti.com.br\/wiki\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.xkeysti.com.br\/wiki\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.xkeysti.com.br\/wiki\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/www.xkeysti.com.br\/wiki\/wp-json\/wp\/v2\/comments?post=1741"}],"version-history":[{"count":4,"href":"https:\/\/www.xkeysti.com.br\/wiki\/wp-json\/wp\/v2\/posts\/1741\/revisions"}],"predecessor-version":[{"id":1754,"href":"https:\/\/www.xkeysti.com.br\/wiki\/wp-json\/wp\/v2\/posts\/1741\/revisions\/1754"}],"wp:attachment":[{"href":"https:\/\/www.xkeysti.com.br\/wiki\/wp-json\/wp\/v2\/media?parent=1741"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.xkeysti.com.br\/wiki\/wp-json\/wp\/v2\/categories?post=1741"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.xkeysti.com.br\/wiki\/wp-json\/wp\/v2\/tags?post=1741"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}