Topico

Crear un registro de oportunidad

Introducción

Un registro de oportunidad contiene la historia de un proceso de ventas único con un cliente potencial. Pueden crearse automáticamente cuando un prospecto rellena un formulario web, hace clic en un enlace, etc. o se agrega manualmente después de una interacción personal con un cliente potencial. Las oportunidades se adjuntan al registro de contacto del comprador potencial. Cada registro de contacto puede tener múltiples oportunidades (es decir, si un posible comprador pasa por su proceso de ventas inicial más de una vez o si las actualizaciones y negocios repetidos se manejan a través de su equipo de ventas directas también).

Antes de crear un registro de oportunidad manualmente, debe asegurarse de que existe un registro de contacto dentro de Infusionsoft.

Instrucciones paso a paso

1 - Vaya a CRM> Oportunidades en el menú de navegación principal.

2 - Seleccione Agregar una oportunidad en el menú Oportunidades.

3 - Ingrese la información de la Oportunidad

 - Título: El título de oportunidad aparece en la lista de oportunidades. Puede ser un nombre de empresa, un nombre de persona, un nombre de "acuerdo", etc.
 - ID de usuario: Por defecto, el usuario agrega la oportunidad. Seleccione un usuario diferente si debe asignarse a otra persona.
 - ID de etapa: La ID de escenario predeterminada se define en la configuración de ventas, pero se puede cambiar al agregar una nueva oportunidad.
 - Persona: ingrese el nombre del prospecto y luego haga clic en el botón Buscar para ver posibles coincidencias. Haga clic en el nombre de una persona para adjuntar la oportunidad a su registro de contacto.
 - Notas de Oportunidad: Anote las notas pertinentes a esta oportunidad. Estas notas deben incluir información sobre el prospecto o el trato que desea tener en cuenta al hacer el seguimiento con la perspectiva (por ejemplo, puntos de dolor, información familiar, etc.)
 - Acción siguiente Notas: Las notas de la siguiente acción deben indicarle el tipo de seguimiento que debe realizar manualmente (por ejemplo, volver a programar la demostración).
 - Fecha de acción siguiente: La siguiente fecha de acción le indica cuándo debe realizar un seguimiento manual con la perspectiva nuevamente. Podría ser un compromiso firme o una directriz general.
 - (Opcional) Seleccione un paquete de interés de producto: Estos paquetes de interés de productos son grupos estándar de productos que un cliente potencial puede mostrar interés en comprar. Si selecciona un lote, el sistema rellenará automáticamente los Intereses del producto / suscripción para el registro de oportunidad.

4 - Haga clic en el botón Guardar para agregar la nueva oportunidad.

ProTips! - Puede crear oportunidades desde un registro de contacto. Simplemente haga clic en la pestaña Oportunidad (en la fila inferior de las pestañas de un registro de contacto) y haga clic en el botón Agregar oportunidad.

comentarios

  1. oprol evorter

    I?¦m now not certain where you are getting your information, but good topic. I needs to spend a while learning much more or figuring out more. Thank you for great information I was looking for this information for my mission.

  2. tinyurl.com

    Its like you read my mind! You seem to know so much about this, like you wrote the
    book in it or something. I think that you can do with some pics to drive the message
    home a bit, but instead of that, this is wonderful blog.
    A great read. I’ll definitely be back.

  3. coconut oil and

    Hello! Quick question that’s entirely off topic.
    Do you know how to make your site mobile friendly?

    My blog looks weird when viewing from my apple iphone. I’m trying to find a template or plugin that might be able to
    resolve this issue. If you have any recommendations, please share.
    Cheers!

  4. ps4 games

    I just could not go away your web site before suggesting that I extremely enjoyed the usual info a person provide in your guests?

    Is going to be back often to investigate cross-check new posts

  5. ps4 games

    Hey very nice site!! Guy .. Beautiful ..
    Superb .. I will bookmark your web site and take the feeds also?

    I’m happy to find a lot of useful information here
    in the post, we want work out more techniques in this
    regard, thanks for sharing. . . . . .

  6. ps4 games

    Having read this I believed it was really enlightening. I appreciate you spending some
    time and effort to put this information together. I once again find myself spending a significant amount of time both reading and leaving comments.

    But so what, it was still worth it!

  7. Bennyslogs

    [url=http://xenical1s1.com/]cheap xenical[/url] [url=http://wellbutrind6j.com/]buy wellbutrin[/url] [url=http://lisinopril1s1.com/]buy lisinopril[/url] [url=http://lisinoprilf5h.com/]cheap lisinopril[/url] [url=http://valtrexf5h.com/]buy valtrex[/url] [url=http://viagra0i0.com/]viagra generic[/url] [url=http://prednisolonea4.com/]cheap prednisolone[/url] [url=http://viagraly6.com/]generic viagra[/url] [url=http://prednisone0i0.com/]prednisone[/url]

  8. AaronLeare

    [url=http://synthroid0i0.com/]synthroid generic[/url] [url=http://levitra1s1.com/]levitra buy[/url] [url=http://viagrao0o.com/]cheap viagra[/url] [url=http://cialisby6.com/]buy cialis[/url] [url=http://lisinoprild6j.com/]lisinopril online[/url] [url=http://lasixf5h.com/]lasix generic[/url] [url=http://metformin0i0.com/]metformin buy[/url] [url=http://sildenafilly6.com/]sildenafil generic[/url]

  9. ps4 games

    Very quickly this site will be famous amid all blog people, due to it’s
    good posts

  10. ps4 games

    This paragraph will help the internet visitors for setting up new website or even a weblog from start to end.

  11. quest bars cheap

    It’s truly very complicated in this busy life to
    listen news on Television, therefore I only use internet
    for that reason, and take the hottest news.

  12. ps4 games

    What’s up to all, the contents existing at this website are really remarkable
    for people knowledge, well, keep up the nice work fellows.

  13. SueLus

    [url=https://doxycycline5.com/]buy doxycycline 500mg[/url] [url=https://lisinopril1000.com/]lisinopril tabs[/url] [url=https://prednisonemdi.com/]prednisone 100 mg daily[/url] [url=https://furosemide365.com/]furosemide iv[/url] [url=https://zithromax365.com/]generic zithromax[/url]

  14. coconut oil

    We are a group of volunteers and starting a new scheme in our community.
    Your site offered us with valuable information to work on. You have done an impressive job and our whole community will be grateful
    to you.

  15. coconut oil

    Howdy just wanted to give you a quick heads up.
    The words in your content seem to be running off the screen in Firefox.

    I’m not sure if this is a format issue or something to do with web browser
    compatibility but I figured I’d post to let you know. The design look great though!
    Hope you get the problem fixed soon. Cheers

  16. plenty of fish vs match.com free trial

    Hey there would you mind letting me know which hosting company you’re working with?
    I’ve loaded your blog in 3 completely different internet browsers and I must
    say this blog loads a lot faster then most. Can you suggest a good internet hosting provider at a honest price?
    Kudos, I appreciate it!

  17. match.com free trial

    Excellent way of describing, and pleasant article to take data about my
    presentation focus, which i am going to deliver in academy.

  18. sling tv

    Hey I know this is off topic but I was wondering if you knew of any widgets I could
    add to my blog that automatically tweet my newest twitter updates.

    I’ve been looking for a plug-in like this for quite some time and was
    hoping maybe you would have some experience with something like this.
    Please let me know if you run into anything. I truly enjoy reading your blog and I
    look forward to your new updates.

  19. sling tv

    Awesome! Its actually remarkable article, I have got much clear idea regarding from this post.

  20. PeterAlant

    Hello, boat thanks you http://cialisxtl.com looking in compensation low-down! normal dose cialis
    viagra without a doctor prescription walmart

  21. sling tv

    Link exchange is nothing else except it is simply placing
    the other person’s blog link on your page at suitable place and other person will
    also do same in support of you.

  22. sling tv

    Great work! This is the type of info that are meant to be shared around the web.
    Disgrace on the search engines for not positioning this publish upper!
    Come on over and talk over with my website .

    Thanks =)

  23. sling tv

    Hey there just wanted to give you a quick heads up and let you know a few of the
    pictures aren’t loading properly. I’m not sure why but
    I think its a linking issue. I’ve tried it
    in two different web browsers and both show the same results.

  24. sling tv

    Hi there! I know this is kinda off topic but I’d figured I’d ask.

    Would you be interested in exchanging links or maybe guest writing a blog article or vice-versa?
    My website goes over a lot of the same subjects as yours and
    I feel we could greatly benefit from each other.
    If you are interested feel free to send me an e-mail.
    I look forward to hearing from you! Superb blog by
    the way!

  25. JimNom

    [url=https://metformin360.com/]metformin 500[/url] [url=https://levitramed.com/]generic levitra online usa[/url]

  26. http://ow.ly

    I’m gone to say to my little brother, that he should also pay a quick visit
    this webpage on regular basis to obtain updated from most up-to-date news.

  27. water softener and filtration system

    Simply desire to say your article is as astounding.
    The clarity in your post is simply excellent and i can assume you’re an expert
    on this subject. Well with your permission allow me to
    grab your RSS feed to keep updated with forthcoming post.

    Thanks a million and please keep up the gratifying work.

  28. PaulViake

    [url=https://amoxicillinbio.com/]amoxicillin 1g[/url] [url=https://suhagra2020.com/]suhagra 50 mg tablet online purchase[/url] [url=https://lexapro10.com/]generic cipralex india[/url] [url=https://synthroid20.com/]synthroid generic price[/url] [url=https://clomidpill.com/]clomid for men[/url]

  29. cbd rub for athletes

    Hey I know this is off topic but I was wondering if you knew of any widgets I could add to my blog that automatically tweet my newest
    twitter updates. I’ve been looking for a plug-in like this for quite some time and was hoping maybe you would have some experience with something
    like this. Please let me know if you run into anything.
    I truly enjoy reading your blog and I look forward to your new updates.

  30. ganhar na lotofacil

    como ganhar na lotofacil acertar na lotofacil ganhar na lotofacil como ganhar na lotofacil de verdade como ganhar na lotofacil sempre como ganhar na lotofacil 2020 como ganhar na lotofacil 100 garantido dicas lotofacil como acertar na lotofacil dicas para ganhar na lotofacil

  31. freebies

    Great, thanks for sharing this article post.Really thank you! Fantastic.

  32. Ecommerce

    Looking forward to reading more. Great blog.Much thanks again. Will read on…

  33. PeertKiz

    do you need a prescription to buy cialis buy cialis – viagra without a doctor prescription

  34. PeertKiz

    how much is cialis cialis – where to buy cialis no prescription

  35. Dewa303

    Thanks for sharing, this is a fantastic article.Really thank you! Will read on…

  36. escort

    Im grateful for the blog article.Much thanks again. Really Cool.

  37. Dean Baird

    Attractive section of content. I just stumbled upon your web site and in accession capital to assert that I get actually enjoyed account your blog posts. Anyway I’ll be subscribing to your augment and even I achievement you access consistently fast.

  38. Ugojaw

    [url=http://plaquenilmed.com/]order hydroxychloroquine[/url] [url=http://azithromycin20.com/]azithromycin 500[/url] [url=http://hydroxychloroquineotc.com/]quineprox 60[/url] [url=http://viagra100mg.top/]cheap viagra 100mg online[/url]

  39. Jackdop

    [url=https://albenza200.com/]albenza canada over the counter[/url] [url=https://azithromycinz.com/]azithromycin from india[/url] [url=https://aralentab.com/]aralen 150 mg tab[/url] [url=https://prednisone365.us.com/]prednisone 200 mg tablets[/url] [url=https://azithromycin360.com/]azithromycin for sale online[/url] [url=https://chloroquineph.com/]chloroquine pills[/url]

  40. Emacefs

    G casinos you can visit and play, many that offer different games and benefits, ones where you can spend more or less and a lot of sites you may find are less likely to win with.
    play casino These two gambling governing bodies inspect every aspect of the platforms they license to make sure everything is always conducted in a manner that is fair and in line with the law.

  41. Immesse

    The most widely used distributed ledger technology is blockchain technology, which is a database that contains the history of all of the transactions that have ever occurred with a cryptocurrency.
    paper writer If you need any help from us with regards to college papers and the procedure with which you can use to buy, contact us, and we will be glad to be at your service.

  42. KefEmono

    And if you are happy with bad research and writing that has been copied from databases or cut and pasted from recycled essays and papers, then go right ahead. custom paper The main risk in such situation is the wrong choice of a writer – someone who works using known templates or someone who compiles pieces of books and articles.

  43. LeceMafe

    Colleges and universities are now assigning much more homework than they ever did in the past, and in some programs, students are being forced to abandon extracurricular interests like sports, music, arts, and hobbies – not to mention social lives. write my paper Writing a research paper requires a lot of time due to the number of sources being examined before coming up with the needed information and putting it all together in one paper.

  44. swenty

    Examples of apush dbq essays, interesting narrative essay spm describes how communication is affected by media and information essay cover letter reflective essay. write my paper Essay success comes to those who work hard essay on autobiography of a beggar in english swachata abhiyan essay in sanskrit language, essay on first aid awareness raising and demonstration.

  45. Nerpeemn

    Entscheidung zu treffen aber wenn ich mal ganz ehrlich bin, hat er es nur beendet weil du schwanger bist. saqacommunity I am delighted to have your attention and grateful to you for giving me your time right now and having an interest in me.

  46. uncoto

    It will come into its own as the esoteric or soul factors begin to supersede the exoteric focus of the vast majority of professional and amateur astrologers today. lapnl.org Due to her now being a mother of four, most of her naivety from the first film has been replaced with a sense of responsibility.

  47. emaith

    Shanthi ghandham, he is sure to experience great changes in his life and he will possess thoughts of righteousness which in turn would prevent him from doing evil deeds in future. thewriteacademy.org February2017 has discussed about such competitions, that arebeing carried out by unauthorized persons.

  48. owensect

    Like us, he loves, falls out of love, hopes, loses himself, gets excited and, at night, alone at home, plays and hums songs that tell stories. carryingthefire.org Destruction of raman biosignatures by ionising radiation and the implications for life detection on mars.

  49. enharce

    Thank you for truly being well considerate and for using variety of wonderful ideas millions of individuals are really eager to be informed on. authorecourses.com What a stuff of un-ambiguity and preserveness of precious knowledge on the topic of unexpected emotions.

  50. tordire

    This right is significant in view both of the role that such ownership plays in the lives of firearms enthusiasts and of the self-defense value of firearms. authorecourses Sammler fanden, die sie aufzeichneten, aber schon nicht mehrdie echten von den unechten zu scheiden vermochten.

  51. vurtil opmer

    I together with my buddies have already been looking through the excellent procedures found on your web site and then the sudden I got an awful feeling I had not thanked the blog owner for those techniques. Those young boys happened to be for that reason glad to learn all of them and have in effect unquestionably been enjoying them. Many thanks for genuinely indeed thoughtful and then for choosing this kind of essential themes millions of individuals are really eager to know about. Our sincere apologies for not expressing appreciation to you sooner.

  52. RoyalCBD

    I cannot thank you enough for the article.Really thank you! Really Great.

  53. cbt oil

    Hi! Would you mind if I share your blog with my twitter group? There’s a lot of folks that I think would really enjoy your content. Please let me know. Cheers|

  54. cbd drops

    Nice blog here! Also your web site a lot up fast! What web host are you the use of? Can I get your affiliate link to your host? I desire my website loaded up as fast as yours lol|

  55. dispensaries near me

    I’ll immediately snatch your rss feed as I can not to find your email subscription link or e-newsletter service. Do you have any? Kindly allow me recognise in order that I may just subscribe. Thanks.|

  56. cannabis near me

    Wonderful post but I was wondering if you could write a litte more on this topic? I’d be very grateful if you could elaborate a little bit more. Kudos!|

  57. smoretraiolit

    I have learn some good stuff here. Certainly price bookmarking for revisiting. I wonder how a lot attempt you set to create this kind of fantastic informative web site.