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us:slobase:manual:a_concepts:e_activities [dd/mm/Y H:i] 127.0.0.1 external edit |
us:slobase:manual:a_concepts:e_activities [dd/mm/Y H:i] (Trenutna) admin |
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| - | ====== Naloge, dogodki in koledar ====== | + | ====== Tasks, events and calendar ====== |
| - | ===== Dogodki ===== | + | ===== Events ===== |
| - | Dogodki so zapisi o tistih aktivnostih v zvezi s strankami, ki jih želimo beležiti. Imamo sestanke in klice. Praviloma jih vpišemo kar neposredno "na stranko", saj jih načrtujemo ali zapisujemo, ko kontaktiramo stranko ali razmišljamo o prodajni priložnosti. | + | Events are records of activities connected to Accounts we wish to keep record of. There can be meetings or calls. We as a a rule enter them directly "on Accounts", because we plan or record them when Contacting a customer or when we are thinking about sales opportunity. |
| - | Vendar obstajajo tudi skupni pregledi dogodkov in nalog, ki nam omogočajo pregledovanje vseh sestankov, klicev in predvsem nalog. | + | There are also common overviews of events and tasks, which enable reviewing of all meetings, calls and mostly tasks. |
| - | ===== Naloge ===== | + | ===== Tasks ===== |
| - | Naloge uporabljamo lahko tudi za delegiranje nalog sodelavcem oz. kot splošno orodje za upravljanje zadolžitev in pregledovanje opravljenega. Vodje imajo tako skupinske preglede nad opravljenim, posamezniki pa sezname opravil, ki jih morajo opraviti. | + | Tasks can also be used to delegate tasks to co-workers or as a general tool to manage duties and reviewing the performed work. In this way the managers have collective overviews of performed work, while individuals have lists of tasks to do. |
| - | ===== Koledar ===== | + | ===== Calendar ===== |
| - | Koledar je še dodaten, zelo uporaben pogled na planirane dogodke. V njem so dogodki prikazane še po terminih in tako za vsak dan vemo, kaj smo splanirali na ta dan. | + | Calendar is an additional useful view of the planned events. The events are presented by time and allow us to see, what we have planned for each day. |
| - | Običajno delo prodajalca izgleda tako, da si v koledarju odpre dogodek, ki je razporejen za tisti trenutek, opravi klic ali sestanek, zapiše zaključke in že splanira naslednjo aktivnost (nov dogodek ali nalogo). | + | The salesman would open a planned event in the calendar, make a call or have a meeting, write down the conclusions and plan the next activity (the next event or task). |
| + | ~~ODT~~ | ||