{"id":2530,"date":"2018-07-22T05:43:47","date_gmt":"2018-07-22T05:43:47","guid":{"rendered":"http:\/\/docs.creativegigs.net\/docs\/charles-documentation\/tips-guide\/"},"modified":"2024-08-15T15:04:29","modified_gmt":"2024-08-15T13:04:29","slug":"sample-guide","status":"publish","type":"docs","link":"https:\/\/manual.contifyplus.com\/index.php\/docs\/sample-user-guide\/sample-guide\/","title":{"rendered":"CRM &#8211; Reportes"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"2530\" class=\"elementor elementor-2530\">\n\t\t\t\t<div class=\"elementor-element elementor-element-abf8e82 e-flex e-con-boxed e-con e-parent\" data-id=\"abf8e82\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3316796 elementor-widget elementor-widget-text-editor\" data-id=\"3316796\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Para generar un <b>Reporte <\/b>del m\u00f3dulo de CRM debemos realizar los siguientes pasos:<\/p><ol><li>Clic en el<strong>\u00a0<span style=\"font-weight: 400; letter-spacing: 0.15px;\">m\u00f3dulo\u00a0<\/span>CRM <\/strong><\/li><li><strong><span style=\"font-weight: 400; letter-spacing: 0.15px;\">Clic en <\/span>Reportes.<br \/><\/strong><\/li><li>Seleccionamos el tipo de reporte y el formato sea <b>Excel <\/b>o <b>PDF<\/b>.<\/li><\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1183d84 elementor-widget elementor-widget-image\" data-id=\"1183d84\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/manual.contifyplus.com\/wp-content\/uploads\/2018\/07\/imagen_2024-05-29_145026911.png\" data-elementor-open-lightbox=\"yes\" data-elementor-lightbox-title=\"CRM reporte\" data-e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MTgzMzcsInVybCI6Imh0dHBzOlwvXC9tYW51YWwuY29udGlmeXBsdXMuY29tXC93cC1jb250ZW50XC91cGxvYWRzXC8yMDE4XC8wN1wvaW1hZ2VuXzIwMjQtMDUtMjlfMTQ1MDI2OTExLnBuZyJ9\">\n\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"495\" src=\"https:\/\/manual.contifyplus.com\/wp-content\/uploads\/2018\/07\/imagen_2024-05-29_145026911-1024x495.png\" class=\"attachment-large size-large wp-image-18337\" alt=\"\" srcset=\"https:\/\/manual.contifyplus.com\/wp-content\/uploads\/2018\/07\/imagen_2024-05-29_145026911-1024x495.png 1024w, https:\/\/manual.contifyplus.com\/wp-content\/uploads\/2018\/07\/imagen_2024-05-29_145026911-300x145.png 300w, https:\/\/manual.contifyplus.com\/wp-content\/uploads\/2018\/07\/imagen_2024-05-29_145026911-768x371.png 768w, https:\/\/manual.contifyplus.com\/wp-content\/uploads\/2018\/07\/imagen_2024-05-29_145026911.png 1144w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b900d5d elementor-widget elementor-widget-text-editor\" data-id=\"b900d5d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li><strong>Reportes de Cotizaciones: <\/strong>Estos reportes permiten analizar todas las cotizaciones generadas, facilitando el seguimiento y la evaluaci\u00f3n de las propuestas comerciales enviadas a los clientes.<\/li><li><strong>Reportes de Seguimiento:<\/strong> Estos reportes ofrecen una visi\u00f3n detallada del seguimiento realizado a los clientes y prospectos, ayudando a evaluar la eficacia de las interacciones y a identificar oportunidades de mejora.<\/li><\/ul><div>\u00a0<\/div><p>4. Seleccionamos la\u00a0<strong>Fecha Inicial<\/strong> y <strong>Fecha Final\u00a0<\/strong><\/p><p>5. Damos clic en el bot\u00f3n de <strong>Generar Reporte.<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9c6a5a9 elementor-widget elementor-widget-image\" data-id=\"9c6a5a9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/manual.contifyplus.com\/wp-content\/uploads\/2020\/04\/imagen_2024-08-15_072815029.png\" data-elementor-open-lightbox=\"yes\" data-elementor-lightbox-title=\"imagen_2024-08-15_072815029\" data-e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MjMzNDksInVybCI6Imh0dHBzOlwvXC9tYW51YWwuY29udGlmeXBsdXMuY29tXC93cC1jb250ZW50XC91cGxvYWRzXC8yMDIwXC8wNFwvaW1hZ2VuXzIwMjQtMDgtMTVfMDcyODE1MDI5LnBuZyJ9\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"288\" height=\"191\" src=\"https:\/\/manual.contifyplus.com\/wp-content\/uploads\/2020\/04\/imagen_2024-08-15_072815029.png\" class=\"attachment-large size-large wp-image-23349\" alt=\"\" srcset=\"https:\/\/manual.contifyplus.com\/wp-content\/uploads\/2020\/04\/imagen_2024-08-15_072815029.png 288w, https:\/\/manual.contifyplus.com\/wp-content\/uploads\/2020\/04\/imagen_2024-08-15_072815029-60x40.png 60w\" sizes=\"(max-width: 288px) 100vw, 288px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Para generar un Reporte del m\u00f3dulo de CRM debemos realizar los siguientes pasos: Clic en el\u00a0m\u00f3dulo\u00a0CRM Clic en Reportes. Seleccionamos el tipo de reporte y el formato sea Excel o PDF. Reportes de Cotizaciones: Estos reportes permiten analizar todas las cotizaciones generadas, facilitando el seguimiento y la evaluaci\u00f3n de las propuestas comerciales enviadas a los [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":2484,"menu_order":3,"comment_status":"closed","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-2530","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"acf":[],"_links":{"self":[{"href":"https:\/\/manual.contifyplus.com\/index.php\/wp-json\/wp\/v2\/docs\/2530","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/manual.contifyplus.com\/index.php\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/manual.contifyplus.com\/index.php\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/manual.contifyplus.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/manual.contifyplus.com\/index.php\/wp-json\/wp\/v2\/comments?post=2530"}],"version-history":[{"count":24,"href":"https:\/\/manual.contifyplus.com\/index.php\/wp-json\/wp\/v2\/docs\/2530\/revisions"}],"predecessor-version":[{"id":23369,"href":"https:\/\/manual.contifyplus.com\/index.php\/wp-json\/wp\/v2\/docs\/2530\/revisions\/23369"}],"up":[{"embeddable":true,"href":"https:\/\/manual.contifyplus.com\/index.php\/wp-json\/wp\/v2\/docs\/2484"}],"wp:attachment":[{"href":"https:\/\/manual.contifyplus.com\/index.php\/wp-json\/wp\/v2\/media?parent=2530"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/manual.contifyplus.com\/index.php\/wp-json\/wp\/v2\/doc_tag?post=2530"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}