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?450}} | {{us:slobase:manual:c_modules:new_lead.png?450}} | ||
| 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 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~~ | ||