Primerjava izbranih različic
Prikazane so razlike med izbrano in trenutno različico strani.
| Both sides previous revision Prejšnja revizija Naslednja revizija | Prejšnja revizija | ||
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us:slobase:manual:c_modules:a_leads [dd/mm/Y H:i] admin |
us:slobase:manual:c_modules:a_leads [dd/mm/Y H:i] (Trenutna) admin |
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| Vrstica 9: | Vrstica 9: | ||
| Click //New Leads// on [[../../../b_usage:d_loginpage#podrocja| entry section]] to register more data. The new page is opened and wanted data can be entered. | Click //New Leads// on [[../../../b_usage:d_loginpage#podrocja| entry section]] to register more data. The new page is opened and wanted data can be entered. | ||
| - | <note important>Fields marked with “*” are compulsory to fill before they can be saved.</note> | + | <note important>Fields marked with “*” are mandatory to fill before they can be saved.</note> |
| - | {{us:slobase:manual:c_modules:new_lead.png|}} | + | {{us:slobase:manual:c_modules:new_lead.png?450}} |
| The data of Lead can be entered in shown form. If there is more users entering the data, our advise is to agree and define entry standards. In this way all the entered data are uniform. Redundant fields that you do not need can be left empty or just give us a call and we will remove them. | The data of Lead can be entered in shown form. If there is more users entering the data, our advise is to agree and define entry standards. In this way all the entered data are uniform. Redundant fields that you do not need can be left empty or just give us a call and we will remove them. | ||
| Vrstica 17: | Vrstica 17: | ||
| There is no need for most of the fields to be explained in details, for example: | There is no need for most of the fields to be explained in details, for example: | ||
| * Surname | * Surname | ||
| - | Surname is compulsory datum on shown form. If this field is not filled up, the entry can not be saved. | + | Surname is mandatory datum on shown form. If this field is not filled up, the entry can not be saved. |
| * Enterprise: | * Enterprise: | ||
| - | Enterprise is compulsory datum on shown form. If this field is not filled up, the entry can not be saved. | + | Enterprise is mandatory datum on shown form. If this field is not filled up, the entry can not be saved. |
| * Source of Lead | * Source of Lead | ||
| Here you can choose the source of acquiring the Lead. The source can be fair, conference and meeting, web page, etc. | Here you can choose the source of acquiring the Lead. The source can be fair, conference and meeting, web page, etc. | ||
| Vrstica 45: | Vrstica 45: | ||
| Click on name of lead to open detailed view/view of details, as it is shown on the picture below. | Click on name of lead to open detailed view/view of details, as it is shown on the picture below. | ||
| - | {{us:slobase:manual:c_modules:lead_detail.png|}} | + | {{us:slobase:manual:c_modules:lead_detail.png?450}} |
| Click on (button) //Pretvori|interesenta//, that is marked with red arrow on the picture above. A new page is opened, as it is shown on the next picture: | Click on (button) //Pretvori|interesenta//, that is marked with red arrow on the picture above. A new page is opened, as it is shown on the next picture: | ||
| Vrstica 87: | Vrstica 87: | ||
| If the Account already exists, red notice will appear at the top of the form. | If the Account already exists, red notice will appear at the top of the form. | ||
| - | {{leadconvertsafety.png}} | + | {{us:slobase:manual:c_modules:lead_convert_safety.png?450}} |
| V tem primeru odznačimo polje //Create as a new Account//. Two buttons are shown (folder and eraser). By clicking on folder the S klikom na mapo lahko iz seznama strank izberete obstoječo stranko na katerega želite pripeti nov posel. | V tem primeru odznačimo polje //Create as a new Account//. Two buttons are shown (folder and eraser). By clicking on folder the S klikom na mapo lahko iz seznama strank izberete obstoječo stranko na katerega želite pripeti nov posel. | ||
| Vrstica 95: | Vrstica 95: | ||
| Po končani pretvorbi se vam bo odprlo novo okno, ki vam bo pokazalo detajlni pogled [[../../../a_concepts:b_contactmngmt#Stranke| stranke]], ki ste jo pravkar ustvarili. Na tem pogledu boste videli tudi, da sta nanjo navezana novo ustvarjena [[../../../a_concepts:b_contactmngmt#Kontakti | kontakt]] in [[../../../a_concepts:c_salesautomation#prodaja_v_ozjem_pomenu | posel]]. | Po končani pretvorbi se vam bo odprlo novo okno, ki vam bo pokazalo detajlni pogled [[../../../a_concepts:b_contactmngmt#Stranke| stranke]], ki ste jo pravkar ustvarili. Na tem pogledu boste videli tudi, da sta nanjo navezana novo ustvarjena [[../../../a_concepts:b_contactmngmt#Kontakti | kontakt]] in [[../../../a_concepts:c_salesautomation#prodaja_v_ozjem_pomenu | posel]]. | ||
| + | ~~ODT~~ | ||