Búsqueda de socios de referencia
Introducción
Siga las instrucciones a continuación para encontrar socios de referencia basados en criterios específicos (por ejemplo, a qué programa asociado pertenecen).
Instrucciones paso a paso
1 - Vaya a CRM> Referral Partners en el menú principal de navegación.
2 - Si es necesario, haga clic en el botón Iniciar Más para borrar cualquier criterio de búsqueda anterior.
3 - Ingrese los Criterios de búsqueda de una o más de las pestañas para producir una lista específica de socios de referencia (por ejemplo, los socios de referencia que se encuentran en los programas de comisiones de Bronce y Plata).
4 - Haga clic en el botón Buscar para continuar.
5 - (Opcional) Haga clic en el botón Editar Criterios / Columnas para ajustar los criterios de búsqueda o agregar / quitar columnas de los resultados de la búsqueda, luego haga clic en Aceptar para aplicar los cambios. En la imagen de ejemplo a continuación, se ha agregado la columna "Tipo de pago" a los resultados de la búsqueda.
6 - Haga clic en el botón Guardar para nombrar y guardar la lista dinámica para un acceso rápido en el futuro. Los socios de referencia en la lista se actualizarán automáticamente. Está guardando los criterios, no una lista específica.
- Nombre: Introduzca un nombre corto y descriptivo para la búsqueda. Este nombre se mostrará en los menús desplegables personalizados.
- Compartir la búsqueda: Haga clic en el nombre de los usuarios que necesitan ver esta búsqueda. Haz clic en Todos para compartir la búsqueda con todos los usuarios. Mantenga presionada la tecla CTRL en su teclado para seleccionar más de un usuario de la lista.
- (Opcional) Marque la casilla de verificación Agregar esta búsqueda a la casilla Inicio del usuario si desea agregar un widget de búsqueda guardado a su panel de control. El widget de búsqueda guardado mostrará los primeros 20 socios de referencia en la lista y un enlace para ver la lista completa de socios.
7 - Haga clic en el botón Guardar. La búsqueda guardada ya está disponible como menú desplegable siempre que vaya a CRM> Referral Partners.
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