{"id":679,"date":"2012-05-07T15:31:19","date_gmt":"2012-05-07T13:31:19","guid":{"rendered":"http:\/\/www.turnkeycrm.com\/?p=679"},"modified":"2014-09-03T23:33:54","modified_gmt":"2014-09-03T21:33:54","slug":"minicrm-bemutato","status":"publish","type":"post","link":"https:\/\/www.minicrm.hu\/blog\/2012\/05-07\/minicrm-bemutato\/","title":{"rendered":"MiniCRM bemutat\u00f3"},"content":{"rendered":"<p>Blogsorozatunk ezen r\u00e9sz\u00e9ben r\u00e9szletesen is\u00a0<strong>bemutatjuk leg\u00fajabb \u00fcgyf\u00e9lkapcsolat-kezel\u0151 rendszer\u00fcnket<\/strong>, valamint kit\u00e9r\u00fcnk annak alapvet\u0151 funkci\u00f3ira.<\/p>\n<p><strong>Mi a MiniCRM?<\/strong><\/p>\n<p>A leg\u00fajabb\u00a0<strong>projekt alap\u00fa<\/strong>, webes fel\u00fcleten el\u00e9rhet\u0151, folyamatosan rendelkez\u00e9sre \u00e1ll\u00f3<strong> \u00fcgyf\u00e9lkapcsolat-kezel\u0151<\/strong>\u00a0rendszer\u00fcnk, amely minden felhaszn\u00e1l\u00f3ja sz\u00e1m\u00e1ra lehet\u0151v\u00e9 teszi, hogy b\u00e1rhol \u00e9s b\u00e1rmikor,\u00a0<strong>online<\/strong>\u00a0menedzselhet\u0151k legyenek a c\u00e9g \u00fczleti folyamataihoz kapcsol\u00f3d\u00f3 \u00fcgyfelek, tev\u00e9kenys\u00e9gek, teend\u0151k, el\u0151zm\u00e9nyek, valamint inform\u00e1ci\u00f3k \u00e9s el\u00e9rhet\u0151s\u00e9gek.<\/p>\n<p><strong>\u00c1ttekint\u00e9s \u00e9s list\u00e1z\u00e1s<\/strong><\/p>\n<p>Bel\u00e9pve MiniCRM rendszer\u00fcnkbe, a fels\u0151 men\u00fcben navig\u00e1lva, k\u00fcl\u00f6n\u00e1ll\u00f3\u00a0<strong>modulokban<\/strong> kezelhetj\u00fck\u00a0<strong>\u00fcgyfeleinket<\/strong>\u00a0\u00e9s\u00a0<strong>teend\u0151inket\u00a0<\/strong>annak megfelel\u0151en, hogy c\u00e9g\u00fcnk milyen t\u00edpus\u00fa term\u00e9keket \u00e9rt\u00e9kes\u00edt, illetve milyen fajta szolg\u00e1ltat\u00e1sokat ny\u00fajt.<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/ugyfellista4.jpg\"><img loading=\"lazy\" decoding=\"async\" onerror=\"this.src='https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2021\/04\/MC_logo_2021_G-Dark.svg'\" class=\"wp-image-1549 aligncenter\" title=\"Adatlapok az \u00e9rt\u00e9kes\u00edt\u00e9si modulon bel\u00fcl\" src=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/ugyfellista4.jpg\" alt=\"\" width=\"604\" height=\"382\" srcset=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/ugyfellista4.jpg 1006w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/ugyfellista4-300x190.jpg 300w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/ugyfellista4-635x402.jpg 635w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/ugyfellista4-474x300.jpg 474w\" sizes=\"auto, (max-width: 604px) 100vw, 604px\" \/><\/a><em>\u00dcgyfeleink adatlapjai az \u00e9rt\u00e9kes\u00edt\u00e9si modulon bel\u00fcl<\/em><\/p>\n<p><strong>Sz\u0171rhetj\u00fck \u00e9s kilist\u00e1zhatjuk az adatlapokat<\/strong>, kiemelve az esed\u00e9kes \u00e9s lej\u00e1rt teend\u0151vel rendelkez\u0151ket k\u00f6z\u00fcl\u00fck.<br \/>\nKoll\u00e9g\u00e1ink k\u00f6z\u00f6tt sz\u00e9toszthatjuk az \u00fcgyfelekkel kapcsolatos\u00a0<strong>teend\u0151ket<\/strong>, \u00e9s ellen\u0151rizhetj\u00fck beosztottjaink munk\u00e1j\u00e1t nev\u00fck kiv\u00e1laszt\u00e1s\u00e1val a jobb oldals\u00f3 oszlopban.<\/p>\n<p>Az adott modul (pl. \u00c9rt\u00e9kes\u00edt\u00e9s vagy \u00dcgyf\u00e9lszolg\u00e1lat) folyamat\u00e1nak l\u00e9p\u00e9seit elk\u00fcl\u00f6n\u00edthetj\u00fck egym\u00e1st\u00f3l, \u00e9s a jobb oldalon, f\u00fcgg\u0151legesen felsorolt\u00a0<strong>st\u00e1tuszok<\/strong>\u00a0szerint, l\u00e9p\u00e9sr\u0151l l\u00e9p\u00e9sre haladva v\u00e9gigk\u00f6vethetj\u00fck, hogy az \u00e9rt\u00e9kes\u00edt\u0151, vagyis a\u00a0<strong>felel\u0151s<\/strong>\u00a0szem\u00e9ly \u00e9ppen hol tart (pl. El\u0151k\u00e9sz\u00edt\u00e9s vagy Bevezet\u00e9s), p\u00e9ld\u00e1ul a c\u00e9g \u00e1ltal forgalmazott term\u00e9k elad\u00e1si folyamat\u00e1ban.<\/p>\n<p><strong>Adatlap \u00e9s teend\u0151<\/strong><\/p>\n<p>Az esed\u00e9kes teend\u0151vel rendelkez\u0151 adatlapok b\u00e1rmelyik\u00e9nek nev\u00e9re kattintva a list\u00e1ban azonnal bet\u00f6lthetj\u00fck mag\u00e1t a r\u00e9szletes\u00a0<strong>adatlapot<\/strong>, amin nyilv\u00e1ntartjuk az \u00fcgyfeleinkkel kapcsolatos inform\u00e1ci\u00f3inkat,\u00a0<strong>teend\u0151inket<\/strong>, valamint megtekinthetj\u00fck a kor\u00e1bbi, relev\u00e1ns esem\u00e9nyeket, azaz az\u00a0<strong>el\u0151zm\u00e9nyeket<\/strong>.<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/adatlap7.jpg\"><img loading=\"lazy\" decoding=\"async\" onerror=\"this.src='https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2021\/04\/MC_logo_2021_G-Dark.svg'\" class=\"wp-image-1553 aligncenter\" title=\"Adatlap teend\u0151vel\" src=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/adatlap7.jpg\" alt=\"\" width=\"583\" height=\"343\" srcset=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/adatlap7.jpg 972w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/adatlap7-300x177.jpg 300w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/adatlap7-683x402.jpg 683w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/adatlap7-500x294.jpg 500w\" sizes=\"auto, (max-width: 583px) 100vw, 583px\" \/><\/a><em>\u00dcgyf\u00e9l adatlap teend\u0151vel<\/em><\/p>\n<p>Az adatlapok jobb oldal\u00e1n, egym\u00e1s alatt l\u00e1that\u00f3\u00a0<strong>mez\u0151kben<\/strong>\u00a0vannak nyilv\u00e1ntartva a megl\u00e9v\u0151 \u00e9s potenci\u00e1lis \u00fcgyfelekhez tartoz\u00f3 azon inform\u00e1ci\u00f3k, melyek elengedhetetlenek a k\u00edv\u00e1nt st\u00e1tusz el\u00e9r\u00e9s\u00e9hez az adott modul folyamat\u00e1ban. Szint\u00e9n az adatlapon t\u00fcntetj\u00fck fel az \u00e9rintett\u00a0<strong>kapcsolatokat<\/strong>\u00a0is, azon szem\u00e9lyek el\u00e9rhet\u0151s\u00e9geit, akikkel kapcsolatot tudunk majd l\u00e9tes\u00edteni a k\u00e9s\u0151bbiek folyam\u00e1n.<\/p>\n<p><em>K\u00f6vetkez\u0151 bejegyz\u00e9s\u00fcnkben a MiniCRM bevezet\u00e9s\u00e9vel, annak\u00a0<a href=\"\/?p=682\" target=\"_blank\">kezdeti l\u00e9p\u00e9seivel<\/a> foglalkozunk, \u00edgy h\u00e1t \u00e9rdemes blogunkat tov\u00e1bbra is olvasni, hiszen megismerked\u00fcnk az \u00fcgyf\u00e9l adatlappal, valamint a mez\u0151kkel, \u00e9s v\u00e9gre felvessz\u00fck rendszer\u00fcnkbe els\u0151 teend\u0151nket is.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Blogsorozatunk ezen r\u00e9sz\u00e9ben r\u00e9szletesen is\u00a0bemutatjuk leg\u00fajabb \u00fcgyf\u00e9lkapcsolat-kezel\u0151 rendszer\u00fcnket, valamint kit\u00e9r\u00fcnk annak alapvet\u0151 funkci\u00f3ira. Mi a MiniCRM? A leg\u00fajabb\u00a0projekt alap\u00fa, webes fel\u00fcleten el\u00e9rhet\u0151, folyamatosan rendelkez\u00e9sre \u00e1ll\u00f3 \u00fcgyf\u00e9lkapcsolat-kezel\u0151\u00a0rendszer\u00fcnk, amely minden felhaszn\u00e1l\u00f3ja sz\u00e1m\u00e1ra lehet\u0151v\u00e9 teszi, hogy b\u00e1rhol \u00e9s b\u00e1rmikor,\u00a0online\u00a0menedzselhet\u0151k legyenek a c\u00e9g \u00fczleti folyamataihoz kapcsol\u00f3d\u00f3 \u00fcgyfelek, tev\u00e9kenys\u00e9gek, teend\u0151k, el\u0151zm\u00e9nyek, valamint inform\u00e1ci\u00f3k \u00e9s el\u00e9rhet\u0151s\u00e9gek. \u00c1ttekint\u00e9s \u00e9s list\u00e1z\u00e1s Bel\u00e9pve MiniCRM [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"gallery","meta":{"inline_featured_image":false,"footnotes":""},"categories":[376],"tags":[232],"class_list":["post-679","post","type-post","status-publish","format-gallery","hentry","category-minicrm","tag-termekbemutato","post_format-post-format-gallery"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>MiniCRM bemutat\u00f3<\/title>\n<meta name=\"description\" content=\"Blogsorozatunk ezen r\u00e9sz\u00e9ben r\u00e9szletesen is\u00a0bemutatjuk leg\u00fajabb \u00fcgyf\u00e9lkapcsolat-kezel\u0151 rendszer\u00fcnket, valamint kit\u00e9r\u00fcnk annak alapvet\u0151 funkci\u00f3ira. 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