{"id":207,"date":"2022-05-18T19:11:58","date_gmt":"2022-05-18T19:11:58","guid":{"rendered":"https:\/\/comercial.redeunifique.com.br\/?p=207"},"modified":"2023-03-28T08:45:44","modified_gmt":"2023-03-28T11:45:44","slug":"criar-novo-cadastro-pf","status":"publish","type":"post","link":"https:\/\/comercial.redeunifique.com.br\/?p=207","title":{"rendered":"NOVO CADASTRO PESSOA FISICA"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">1 &#8211; Solicite ao cliente c\u00f3pia\/foto do RG, CPF e comprovante de resid\u00eancia.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2 &#8211; No ERP, pesquise pelo CPF se existe algum cadastro no sistema.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"522\" src=\"https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2021\/12\/Imagem-1-1024x522.png\" alt=\"\" class=\"wp-image-91\" srcset=\"https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2021\/12\/Imagem-1-1024x522.png 1024w, https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2021\/12\/Imagem-1-300x153.png 300w, https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2021\/12\/Imagem-1-768x392.png 768w, https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2021\/12\/Imagem-1.png 1366w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">3 \u2013 O resultado acima significa que n\u00e3o existe cadastro na Unifique. Abra o Bemtevi e clique em \u201cCadastros\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"522\" src=\"https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2021\/12\/Imagem-2-1024x522.png\" alt=\"\" class=\"wp-image-92\" srcset=\"https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2021\/12\/Imagem-2-1024x522.png 1024w, https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2021\/12\/Imagem-2-300x153.png 300w, https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2021\/12\/Imagem-2-768x392.png 768w, https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2021\/12\/Imagem-2.png 1366w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">4 \u2013 Clique em \u201cAdicionar Prospec\u00e7\u00e3o (Pessoa F\u00edsica)\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"701\" src=\"https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2021\/12\/Imagem-3-1024x701.png\" alt=\"\" class=\"wp-image-93\" srcset=\"https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2021\/12\/Imagem-3-1024x701.png 1024w, https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2021\/12\/Imagem-3-300x205.png 300w, https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2021\/12\/Imagem-3-768x526.png 768w, https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2021\/12\/Imagem-3.png 1366w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">5 \u2013 Preencha os campos destacados abaixo. Estes campos s\u00e3o obrigat\u00f3rios. Ao finalizar, clique em <strong>\u201cIncluir\u201d<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"808\" src=\"https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2021\/12\/Imagem-4-1024x808.png\" alt=\"\" class=\"wp-image-94\" srcset=\"https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2021\/12\/Imagem-4-1024x808.png 1024w, https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2021\/12\/Imagem-4-300x237.png 300w, https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2021\/12\/Imagem-4-768x606.png 768w, https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2021\/12\/Imagem-4.png 1347w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">6 \u2013 Selecione o item 2 , clique em \u201c<strong>Adicionar novo endere\u00e7o<\/strong>\u201d e cadastre o endere\u00e7o do cliente.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"353\" src=\"https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2021\/12\/Imagem-5-1024x353.png\" alt=\"\" class=\"wp-image-95\" srcset=\"https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2021\/12\/Imagem-5-1024x353.png 1024w, https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2021\/12\/Imagem-5-300x103.png 300w, https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2021\/12\/Imagem-5-768x265.png 768w, https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2021\/12\/Imagem-5.png 1364w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">7 \u2013 Preencha todos os campos destacados abaixo. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Obs.: No <strong>Tipo de Endere\u00e7o<\/strong> selecione conforme a realidade do seu cliente.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Como fazer se for pr\u00e9dio? Como pesquisar a latitude e longitude? &#8211; Consulte aqui<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Clique em \u201c<strong>Incluir<\/strong>\u201d.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Nos campos &#8220;Logradouro&#8221;, &#8220;Complemento&#8221; e &#8220;Refer\u00eancia&#8221; nunca coloque s\u00edmbolo e n\u00fameros escritos (1, 2, 3&#8230;), sempre por extenso! (um, dois, tr\u00eas).<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><br><\/strong>Obs.: Se houver mais de um endere\u00e7o, repita o processo.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"765\" height=\"932\" src=\"https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2023\/03\/item_2.png\" alt=\"\" class=\"wp-image-2653\" srcset=\"https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2023\/03\/item_2.png 765w, https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2023\/03\/item_2-246x300.png 246w\" sizes=\"auto, (max-width: 765px) 100vw, 765px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">8 \u2013 Clique no item 3.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"522\" src=\"https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2021\/12\/Imagem-7-1024x522.png\" alt=\"\" class=\"wp-image-97\" srcset=\"https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2021\/12\/Imagem-7-1024x522.png 1024w, https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2021\/12\/Imagem-7-300x153.png 300w, https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2021\/12\/Imagem-7-768x392.png 768w, https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2021\/12\/Imagem-7.png 1366w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">9 \u2013 Nesta etapa, vamos inserir informa\u00e7\u00f5es de contato do cliente. \u00c9 muito importante que voc\u00ea preencha corretamente e com aten\u00e7\u00e3o, pois \u00e9 atrav\u00e9s destes contatos que mandamos todos os tipos de avisos. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Preencha os campos destacados. A informa\u00e7\u00e3o com * deve ser lida para o cliente e selecionado caso o cliente concorde. Se ele n\u00e3o concordar, os campos \u201cDivulga\u00e7\u00e3o\u201d devem ser desabilitados de todos os contatos. Ao finalizar, clique em <strong>\u201cAdicionar novo arquivo\u201d.<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"960\" height=\"799\" src=\"https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2023\/03\/item_3.png\" alt=\"\" class=\"wp-image-2646\" srcset=\"https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2023\/03\/item_3.png 960w, https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2023\/03\/item_3-300x250.png 300w, https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2023\/03\/item_3-768x639.png 768w\" sizes=\"auto, (max-width: 960px) 100vw, 960px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">10 \u2013 Clique em <strong>\u201cEscolher arquivo\u201d<\/strong>, selecione os documentos de identifica\u00e7\u00e3o que o cliente lhe mandou e o comprovante de endere\u00e7o. Ap\u00f3s, clique em <strong>\u201cUpload\u201d<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"384\" src=\"https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2021\/12\/Imagem-9-1024x384.png\" alt=\"\" class=\"wp-image-99\" srcset=\"https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2021\/12\/Imagem-9-1024x384.png 1024w, https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2021\/12\/Imagem-9-300x113.png 300w, https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2021\/12\/Imagem-9-768x288.png 768w, https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2021\/12\/Imagem-9.png 1352w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">11 \u2013 Pronto, o processo de novo cadastro PF est\u00e1 finalizado.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Aprenda a criar um novo cadastro de pessoa f\u00edsica no Bemtevi.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-207","post","type-post","status-publish","format-standard","category-tutoriais-bemtevi","czr-hentry"],"jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/comercial.redeunifique.com.br\/index.php?rest_route=\/wp\/v2\/posts\/207","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/comercial.redeunifique.com.br\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/comercial.redeunifique.com.br\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/comercial.redeunifique.com.br\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/comercial.redeunifique.com.br\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=207"}],"version-history":[{"count":12,"href":"https:\/\/comercial.redeunifique.com.br\/index.php?rest_route=\/wp\/v2\/posts\/207\/revisions"}],"predecessor-version":[{"id":2656,"href":"https:\/\/comercial.redeunifique.com.br\/index.php?rest_route=\/wp\/v2\/posts\/207\/revisions\/2656"}],"wp:attachment":[{"href":"https:\/\/comercial.redeunifique.com.br\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=207"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/comercial.redeunifique.com.br\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=207"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/comercial.redeunifique.com.br\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=207"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}