Primerjava izbranih različic
Prikazane so razlike med izbrano in trenutno različico strani.
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| - | ====== Kako začeti? ====== | + | ====== How to start? ====== |
| + | ===== Installation according to your way of work ===== | ||
| - | ===== Namestitev po načinu dela ===== | + | To get the most out of Produs it is best to adjust it to your way of work. Every user with administrator rights can change his basic settings. There are also many other functionalities, which enable users to change their working environment without having to use system settings and without having administrator rights. All possibilities will be explained in the following text. |
| - | Da bi Produs IO izkorisitili najbolje kot se da, je najbolje da ga prilagodite vašemu načinu dela. Vsak uporabnik z administratorskimi pravicami lahko spreminja osnovne nastavitve. Poleg tega obstaja še veliko funkcionalnosti, ki omogočajo uporabnikom spreminjanje svojega delovnega okolja ne da bi morali uporabljati sistemskih nastavitev in brez administratorskih pravic. Vse možnosti bodo razložene v nadaljnjem besedilu. | + | |
| - | ===== Začetek dela in prvi koraki ===== | ||
| - | Brez mnogih nastavitev, lahko hitro začnete delo v Produs IO. Osnova sistema so podatki o interesentih ali strankah, ki pa jih lahko kar hitro vnesete. Ker pa je Produs IO nekaj več kot samo baza podatkov, vam priporočamo, da si preberete poglavje o [[../../../a_concepts:c_salesautomation#prodajni_proces| prodajnem procesu]]. | ||
| - | Pri prvih korakih vam priporočamo, da vnašate pomembne podatke, saj lahko detajle vneste kadarkoli kasneje. Za natančnejša navodila o vnosu kontaktov si oglejte poglavje o [[../../../c_modules:c_contacts | kontaktih]]. Po prvih vnosih boste imeli takoj na razpolago veliko samodejnih opravil. | + | ===== First steps ===== |
| + | You can easily begin working with Produs IT without many settings. The system is based on data on Leads and Accounts, which can be quickly entered. But because Produs IT is more than a database, we recommend you read the [[../../../a_concepts:c_salesautomation#prodajni_proces| sales process]] chapter. | ||
| - | ===== Naslednji koraki ===== | + | It is recommended to make the first steps entering the important data − the details can be added later on. See [[../../../c_modules:c_Contacts | Contacts]] chapter for more information on entering Contacts. After you enter the first few there will be many automatic functions. |
| - | Kot naslednji korak lahko začnete z vnosom prodajnih priložnosti. Preberite si poglavje o [[../../../c_modules:e_opportunities| vnosu priložnosti]]. | + | |
| - | Če začne Produs IO uporabljati več uporabnikov hkrati, imejte v mislih, da morajo biti podatki v sistem vnešeni samo enkrat. Zato svetujemo, da se dogovorite, kdo bo katere podatke vnašal. Predlagamo tudi, da določite način kako boste vnašali podatke, da bodo enotni in s tem bolje pregledni. | + | ===== Next steps ===== |
| + | The next step can be entering sales opportunities. See the [[../../../c_modules:e_opportunities| entering opportunities]] chapter. | ||
| - | ===== Kdaj začeti z uporabo? ===== | + | If there are many users beginning to work with Produs IT, bear in mind that the data should be entered into the system only once. Therefore it is recommended to agree on who will be entering specific data. It is also recommended to agree upon a unified way of entering data so that it would be unified and clear. |
| - | Produs IO začnite uporabljati takoj ob naslednjem [[../../../a_concepts:b_contactmngmt#interesenti| interesentu]] ali [[../../../a_concepts:c_salesautomation#prodaja_v_ozjem_pomenu | priložnosti]]. Navadite se na uporabo orodij in funkcionalnosti. | + | |
| - | Čez čas se bo vaša uporaba izboljšala. Kmalu bo uporaba Produs IO postala navada. | + | ===== When to start using Produs IT? ===== |
| + | Start using Produs IT the next time you have a [[../../../a_concepts:b_Contactmngmt#interesenti| Lead]] or [[../../../a_concepts:c_salesautomation#prodaja_v_ozjem_pomenu | opportunity]]. Get yourself acquainted with the tools and functionalities. | ||
| + | Their use will improve with time and soon using Produs IT will become a habit. | ||
| + | ~~ODT~~ | ||