{"id":269,"date":"2022-11-17T13:37:06","date_gmt":"2022-11-17T13:37:06","guid":{"rendered":"https:\/\/comercial.redeunifique.com.br\/?p=269"},"modified":"2023-04-18T13:51:26","modified_gmt":"2023-04-18T16:51:26","slug":"crm","status":"publish","type":"post","link":"https:\/\/comercial.redeunifique.com.br\/?p=269","title":{"rendered":"NOVO ACESSO (CRM)"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">1 &#8211; Abra o cadastro do cliente e clique em \u201c<strong>CRM<\/strong>\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"586\" src=\"https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2022\/11\/Imagem-1-5.webp\" alt=\"\" class=\"wp-image-445\" srcset=\"https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2022\/11\/Imagem-1-5.webp 1024w, https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2022\/11\/Imagem-1-5-300x172.webp 300w, https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2022\/11\/Imagem-1-5-768x440.webp 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">2 &#8211; Expanda a aba \u201c<strong>Fa\u00e7a aqui a solicita\u00e7\u00e3o<\/strong>\u201d.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u201c<strong>Tipo de solicita\u00e7\u00e3o<\/strong>\u201d, selecione \u201c<strong>Novo Acesso<\/strong>\u201d;<\/li>\n\n\n\n<li>\u201c<strong>Setor de abertura de protocolo<\/strong>\u201d, selecione a op\u00e7\u00e3o que descreve seu setor;<\/li>\n\n\n\n<li>\u201c<strong>Pessoa que solicitou<\/strong>\u201d, escreva o nome da pessoa que est\u00e1 solicitando o servi\u00e7o;<\/li>\n\n\n\n<li>\u201c<strong>Revenda<\/strong>\u201d, \u00e9 definido automaticamente pelo sistema ao selecionar o endere\u00e7o;<\/li>\n\n\n\n<li>\u201c<strong>Canal de Comunica\u00e7\u00e3o<\/strong>\u201d, selecione qual foi o canal que o cliente entrou em contato conosco;<\/li>\n\n\n\n<li>\u201c<strong>Descri\u00e7\u00e3o da solicita\u00e7\u00e3o<\/strong>\u201d, escreva o detalhamento da contrata\u00e7\u00e3o;<\/li>\n\n\n\n<li>\u201c<strong>Vendedor<\/strong>\u201d, selecione o nome do vendedor;<\/li>\n\n\n\n<li>\u201c<strong>Endere\u00e7o de Qualifica\u00e7\u00e3o<\/strong>\u201d, selecione o endere\u00e7o de instala\u00e7\u00e3o do servi\u00e7o;<\/li>\n\n\n\n<li>Clique em \u201c<strong>Salvar<\/strong>\u201d.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"972\" src=\"https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2022\/11\/Imagem-2-5.webp\" alt=\"\" class=\"wp-image-446\" srcset=\"https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2022\/11\/Imagem-2-5.webp 1024w, https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2022\/11\/Imagem-2-5-300x285.webp 300w, https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2022\/11\/Imagem-2-5-768x729.webp 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">3 &#8211; Expanda a aba \u201c<strong>Plano(s)<\/strong>\u201d e clique em \u201c<strong>Adicionar<\/strong>\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"622\" src=\"https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2022\/11\/Imagem-3-4.webp\" alt=\"\" class=\"wp-image-447\" srcset=\"https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2022\/11\/Imagem-3-4.webp 1024w, https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2022\/11\/Imagem-3-4-300x182.webp 300w, https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2022\/11\/Imagem-3-4-768x467.webp 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">4 &#8211; Selecione o plano que voc\u00ea deseja, clique no \u201c<strong>+<\/strong>\u201d e clique em \u201c<strong>Adicionar<\/strong>\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"522\" src=\"https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2022\/11\/Imagem-4-3.webp\" alt=\"\" class=\"wp-image-448\" srcset=\"https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2022\/11\/Imagem-4-3.webp 1024w, https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2022\/11\/Imagem-4-3-300x153.webp 300w, https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2022\/11\/Imagem-4-3-768x392.webp 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">5 &#8211; Ap\u00f3s cadastrar o plano desejado, selecione os seguintes campos.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; \u201c<strong>Endere\u00e7o(s) de Instala\u00e7\u00e3o<\/strong>\u201d, selecione o local onde o servi\u00e7o ser\u00e1 instalado;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; \u201c<strong>Tipo de Cobran\u00e7a<\/strong>\u201d, selecione a cobran\u00e7a desejada pelo cliente;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; \u201c<strong>Dia de Cobran\u00e7a<\/strong>\u201d, selecione a data de vencimento da cobran\u00e7a;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; \u201c<strong>Endere\u00e7o Nota Fiscal<\/strong>\u201d, selecione o endere\u00e7o da nota fiscal;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; \u201c<strong>Endere\u00e7o de Cobran\u00e7a<\/strong>\u201d, selecione o endere\u00e7o da cobran\u00e7a.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Clique em \u201c<strong>Salvar planos<\/strong>\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"920\" src=\"https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2022\/11\/Imagem-5-5.webp\" alt=\"\" class=\"wp-image-449\" srcset=\"https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2022\/11\/Imagem-5-5.webp 1024w, https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2022\/11\/Imagem-5-5-300x270.webp 300w, https:\/\/comercial.redeunifique.com.br\/wp-content\/uploads\/2022\/11\/Imagem-5-5-768x690.webp 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>1 &#8211; Abra o cadastro do cliente e clique em \u201cCRM\u201d. 2 &#8211; Expanda a aba \u201cFa\u00e7a aqui a solicita\u00e7\u00e3o\u201d. 3 &#8211; Expanda a aba \u201cPlano(s)\u201d e clique em \u201cAdicionar\u201d. [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[17],"class_list":["post-269","post","type-post","status-publish","format-standard","category-tutoriais-bemtevi","tag-crm","czr-hentry"],"jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/comercial.redeunifique.com.br\/index.php?rest_route=\/wp\/v2\/posts\/269","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\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/comercial.redeunifique.com.br\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=269"}],"version-history":[{"count":4,"href":"https:\/\/comercial.redeunifique.com.br\/index.php?rest_route=\/wp\/v2\/posts\/269\/revisions"}],"predecessor-version":[{"id":2760,"href":"https:\/\/comercial.redeunifique.com.br\/index.php?rest_route=\/wp\/v2\/posts\/269\/revisions\/2760"}],"wp:attachment":[{"href":"https:\/\/comercial.redeunifique.com.br\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=269"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/comercial.redeunifique.com.br\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=269"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/comercial.redeunifique.com.br\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=269"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}