{"id":14301,"date":"2020-03-02T08:55:28","date_gmt":"2020-03-02T11:55:28","guid":{"rendered":"http:\/\/activecorp.com.br\/ajuda\/?p=14301"},"modified":"2021-12-01T16:47:55","modified_gmt":"2021-12-01T19:47:55","slug":"cadastro-de-follow-up","status":"publish","type":"post","link":"https:\/\/activecorp.com.br\/ajuda\/cadastro-de-follow-up\/","title":{"rendered":"Cadastro de Follow-Up"},"content":{"rendered":"\t\t
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Este processo tem como objetivo demonstrar como realizar o cadastro de Follow-up no ActiveTrans.<\/span>
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Tutorial<\/h2>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Acessar a Tela<\/span><\/h4>
  1. Navegue at\u00e9 a aba Crm;<\/b><\/li>
  2. Clique no atalho FollowUp;<\/b><\/li>
  3. Ap\u00f3s abrir a tela clique na aba Cadastro<\/b>, bot\u00e3o Novo<\/b><\/li><\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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    Preencher Dados<\/span><\/h4>\n
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    1. Informe o Cliente<\/b>;<\/li>\n
    2. Selecione o Tipo de FollowUp <\/b>( Se ainda n\u00e3o cadastrou, cadastre conforme explicado neste artigo Cadastro FollowUp<\/a>);<\/li>\n
    3. Selecione o Status do FollowUp<\/b>;<\/li>\n
    4. Selecione o Vendedor<\/a>;<\/li>\n
    5. Selecione a Atividade do Cliente;<\/b><\/li>\n
    6. Preencha o campo Hist\u00f3rico caso necess\u00e1rio;<\/li>\n
    7. Clique no bot\u00e3o Gravar<\/b><\/li>\n<\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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      [ratemypost]<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

      Este processo tem como objetivo demonstrar como realizar o cadastro de Follow-up no ActiveTrans. https:\/\/youtu.be\/Vxgo64lEfGM Tutorial https:\/\/youtu.be\/Vxgo64lEfGM Acessar a Tela Navegue at\u00e9 a aba Crm; Clique no atalho FollowUp; Ap\u00f3s abrir a tela clique na aba Cadastro, bot\u00e3o Novo https:\/\/youtu.be\/Vxgo64lEfGM Preencher Dados Informe o Cliente; Selecione o Tipo de FollowUp ( Se ainda n\u00e3o cadastrou, […]<\/p>\n","protected":false},"author":1,"featured_media":16167,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[333],"tags":[364,366,367],"class_list":["post-14301","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-activ_etrans","tag-crm","tag-follow","tag-up"],"_links":{"self":[{"href":"https:\/\/activecorp.com.br\/ajuda\/wp-json\/wp\/v2\/posts\/14301","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/activecorp.com.br\/ajuda\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/activecorp.com.br\/ajuda\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/activecorp.com.br\/ajuda\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/activecorp.com.br\/ajuda\/wp-json\/wp\/v2\/comments?post=14301"}],"version-history":[{"count":7,"href":"https:\/\/activecorp.com.br\/ajuda\/wp-json\/wp\/v2\/posts\/14301\/revisions"}],"predecessor-version":[{"id":20062,"href":"https:\/\/activecorp.com.br\/ajuda\/wp-json\/wp\/v2\/posts\/14301\/revisions\/20062"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/activecorp.com.br\/ajuda\/wp-json\/wp\/v2\/media\/16167"}],"wp:attachment":[{"href":"https:\/\/activecorp.com.br\/ajuda\/wp-json\/wp\/v2\/media?parent=14301"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/activecorp.com.br\/ajuda\/wp-json\/wp\/v2\/categories?post=14301"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/activecorp.com.br\/ajuda\/wp-json\/wp\/v2\/tags?post=14301"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}