{"id":682,"date":"2012-05-07T16:05:56","date_gmt":"2012-05-07T14:05:56","guid":{"rendered":"http:\/\/www.turnkeycrm.com\/?p=682"},"modified":"2014-09-03T23:33:45","modified_gmt":"2014-09-03T21:33:45","slug":"a-minicrm-bevezetesenek-kezdeti-lepesei","status":"publish","type":"post","link":"https:\/\/www.minicrm.hu\/blog\/2012\/05-07\/a-minicrm-bevezetesenek-kezdeti-lepesei\/","title":{"rendered":"A MiniCRM bevezet\u00e9s\u00e9nek kezdeti l\u00e9p\u00e9sei"},"content":{"rendered":"<p>Az el\u0151z\u0151 bejegyz\u00e9s\u00fcnkben le\u00edrtaknak megfelel\u0151en a\u00a0<strong>MiniCRM bevezet\u00e9s\u00e9nek kezdeti l\u00e9p\u00e9seivel<\/strong>\u00a0folytatjuk a blogsorozatunkat, mely a k\u00f6vetkez\u0151 l\u00e9p\u00e9seket foglalja mag\u00e1ban.<\/p>\n<p><strong>1. \u00daj \u00fcgyf\u00e9l felv\u00e9tele<\/strong><\/p>\n<ul>\n<li><strong>Els\u0151 l\u00e9p\u00e9s<\/strong>k\u00e9nt vigy\u00fcnk fel n\u00e9h\u00e1ny \u00fcgyfelet az\u00a0<strong>\u201c\u00daj \u00fcgyf\u00e9l\u201d<\/strong>\u00a0gombbal, akikkel a k\u00f6zelj\u00f6v\u0151ben feladatunk lesz, hogy l\u00e1thassuk, hogyan alakul az el\u0151z\u0151ekben m\u00e1r megeml\u00edtett \u00fcgyf\u00e9l list\u00e1nk.<\/li>\n<\/ul>\n<p style=\"text-align: center;\"><a href=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/ugyfel_lista.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-1521 aligncenter\" title=\"\u00dcgyf\u00e9l lista\" src=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/ugyfel_lista.jpg\" alt=\"\" width=\"550\" height=\"414\" \/><\/a><\/p>\n<p style=\"text-align: center;\"><em>\u00dcgyf\u00e9l lista<\/em><\/p>\n<p><strong>2. Az adatlapok fel\u00e9p\u00edt\u00e9se<\/strong> Az \u00fcgyfeleink list\u00e1j\u00e1ban kattintsunk r\u00e1 a kor\u00e1bban felvett adatlapok egyik\u00e9re, \u00edgy azonnal bet\u00f6lt\u0151dik az\u00a0<strong>\u00fcgyf\u00e9l adatlapja<\/strong>, mely\u00a0<strong>az al\u00e1bbi fontos r\u00e9szekb\u0151l<\/strong>\u00a0tev\u0151dik \u00f6ssze:<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/adatlap3.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=\"aligncenter  wp-image-1528\" title=\"Adatlap\" src=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/adatlap3.jpg\" alt=\"\" width=\"550\" height=\"419\" srcset=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/adatlap3-300x230.jpg 300w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/adatlap3-392x300.jpg 392w\" sizes=\"auto, (max-width: 550px) 100vw, 550px\" \/><\/a><em>Adatlap fel\u00e9p\u00edt\u00e9se<\/em><\/p>\n<p><strong>2.1. \u00dcgyf\u00e9lt\u00f6rt\u00e9net<\/strong>, mely teend\u0151kb\u0151l \u00e9s az el\u0151zm\u00e9nyekb\u0151l \u00e1ll.<\/p>\n<ul>\n<li>A\u00a0<strong>teend\u0151k<\/strong>\u00a0k\u00f6z\u00e9 ker\u00fclnek be a c\u00e9lunk el\u00e9r\u00e9s\u00e9hez sz\u00fcks\u00e9ges\u00a0<strong>aktivit\u00e1sok<\/strong>, melyek megoldand\u00f3 feladatk\u00e9nt jelentkeznek &#8211; teh\u00e1t\u00a0<strong>hat\u00e1rid\u0151s dolgunk van m\u00e9g vel\u00fck<\/strong>.<\/li>\n<\/ul>\n<ul>\n<li>Teend\u0151be mindig csak olyan feladatot \u00edrjunk, ami gyakorlatban is\u00a0<strong>r\u00f6vid id\u0151 alatt elv\u00e9gezhet\u0151.<\/strong><\/li>\n<\/ul>\n<ul>\n<li>Egy\u00a0<strong>teend\u0151be<\/strong>\u00a0mindig csak\u00a0<strong>nett\u00f3 inform\u00e1ci\u00f3t<\/strong>\u00a0\u00edrjunk be.<\/li>\n<\/ul>\n<ul>\n<li>Amint egy\u00a0<strong>teend\u0151t elv\u00e9gezt\u00fcnk, k\u00e9szre jel\u00f6lve<\/strong>\u00a0azonnal beker\u00fcl az el\u0151zm\u00e9nyek k\u00f6z\u00e9, \u00edgy sz\u00e9pen lassan kirajzol\u00f3dik az \u00fcgyf\u00e9lt\u00f6rt\u00e9net is.<\/li>\n<\/ul>\n<ul>\n<li>Egy teend\u0151 elv\u00e9gz\u00e9se ut\u00e1n fontos, hogy mindig\u00a0<strong>vegy\u00fcnk fel egy \u00fajat<\/strong>, hogy az \u00e9rt\u00e9kes\u00edt\u00e9si folyamatunk ne szakadjon meg.<\/li>\n<\/ul>\n<ul>\n<li>Az\u00a0<strong>el\u0151zm\u00e9nyek<\/strong>\u00a0k\u00f6z\u00f6tt l\u00e1thatjuk mindazon\u00a0<strong>m\u00faltban megt\u00f6rt\u00e9nt esem\u00e9nyt<\/strong>, mellyel tov\u00e1bbi feladatunk m\u00e1r nincsen, teh\u00e1t nem kell hozz\u00e1 hat\u00e1rid\u0151t rendeln\u00fcnk.<\/li>\n<\/ul>\n<p><strong>2.2. Kapcsolatok<\/strong><\/p>\n<ul>\n<li>Vegy\u00fcnk fel\u00a0<strong>kapcsolatokat<\/strong>\u00a0\u00e9s\u00a0<strong>el\u00e9rhet\u0151s\u00e9geket<\/strong>. \u00cdgy egyszer\u0171en ind\u00edthatunk ak\u00e1r egy telefonh\u00edv\u00e1st, vagy k\u00fcldhet\u00fcnk emailt a kiv\u00e1lasztott szem\u00e9ly email c\u00edm\u00e9re kattintva.<\/li>\n<\/ul>\n<ul>\n<li><strong>A c\u00e9g nev\u00e9re kattintva<\/strong>\u00a0egy egyszer\u0171 \u0171rlappal adjunk meg minden adatot, mely a k\u00e9s\u0151bbi kapcsolattart\u00e1shoz fontos lehet.<\/li>\n<\/ul>\n<p><strong>2.3. St\u00e1tusz \u00e9s felel\u0151s be\u00e1ll\u00edt\u00e1sa<\/strong><\/p>\n<ul>\n<li>Az \u00e9rt\u00e9kes\u00edt\u0151 feladatk\u00f6r\u00e9nek megfelel\u0151en ez az adatlap valamilyen\u00a0<strong>st\u00e1tuszban<\/strong>\u00a0van. A st\u00e1tuszok mindig a \u201cMi a teend\u0151?\u201d k\u00e9rd\u00e9sre \u00e9p\u00fclnek, teh\u00e1t olyan l\u00e9p\u00e9sek, melyek az \u00e9rt\u00e9kes\u00edt\u0151nknek osztanak ki teend\u0151t az \u00fcgyf\u00e9llel kapcsolatban.<\/li>\n<\/ul>\n<ul>\n<li>\u00c1ll\u00edtsuk be az\u00a0<strong>\u00fcgyf\u00e9l felel\u0151s\u00e9t<\/strong>\u00a0annak megfelel\u0151en, hogy melyik munkat\u00e1rsunk lesz az a szem\u00e9ly, aki az \u00fcgyf\u00e9l\u00e9rt felel\u0151s.<\/li>\n<\/ul>\n<p><strong>2.4. Mez\u0151k<br \/>\n<\/strong>A mez\u0151kn\u00e9l olyan inform\u00e1ci\u00f3kat adjunk meg, amelyeket fontos megtudnunk az \u00e9rt\u00e9kes\u00edt\u00e9si folyamat sor\u00e1n, hogy a megadott inform\u00e1ci\u00f3kb\u00f3l<\/p>\n<ul>\n<li><strong>riportokat<\/strong>, statisztik\u00e1kat k\u00e9sz\u00edthess\u00fcnk<\/li>\n<\/ul>\n<ul>\n<li><strong>szegment\u00e1lhassuk<\/strong>, csoportos\u00edthassuk \u00fcgyfeleinket.<\/li>\n<\/ul>\n<p>Az\u00a0<strong>adatlapok<\/strong>\u00a0\u00e1ttekint\u00e9se ut\u00e1n teh\u00e1t elmondhatjuk, hogy egy folyamatosan vezetett adatlap megnyit\u00e1sakor azonnal megtudhatjuk, hogy\u00a0<strong>kinek, kivel, mikor, milyen<\/strong>\u00a0feladata lesz a j\u00f6v\u0151ben.<\/p>\n<p><strong>3. Felhaszn\u00e1l\u00f3k kezel\u00e9se<\/strong><\/p>\n<ul>\n<ul>A<\/ul>\n<\/ul>\n<p><strong>\u201cBe\u00e1ll\u00edt\u00e1sok\u201d<\/strong><\/p>\n<ul>\n<ul>feliratra kattintva \u00e9rhetj\u00fck el r\u00f6gt\u00f6n a<\/ul>\n<\/ul>\n<p><strong>Felhaszn\u00e1l\u00f3kat<\/strong><\/p>\n<ul>, vagyis azon munkat\u00e1rsakat, akik hozz\u00e1f\u00e9r\u00e9ssel rendelkeznek vagy kor\u00e1bban rendelkeztek MiniCRM rendszer\u00fcnkh\u00f6z.<\/ul>\n<p style=\"text-align: center;\"><a href=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/felhasznalok1.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=\"aligncenter  wp-image-1530\" title=\"Felhaszn\u00e1l\u00f3k\" src=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/felhasznalok1.jpg\" alt=\"\" width=\"550\" height=\"255\" \/><\/a><em>\u00daj felhaszn\u00e1l\u00f3 felv\u00e9tele<\/em><\/p>\n<ul>\n<li>Az &#8222;<strong>\u00daj felhaszn\u00e1l\u00f3<\/strong>&#8221; gombbal vegy\u00fcnk fel tov\u00e1bbi munkat\u00e1rsakat.<\/li>\n<\/ul>\n<ul>\n<li>A felhaszn\u00e1l\u00f3k list\u00e1j\u00e1ban kattintsunk r\u00e1 az \u00faj felhaszn\u00e1l\u00f3 nev\u00e9re, \u00edgy azonnal bet\u00f6lt\u0151dik a\u00a0<strong>profil oldala<\/strong>, mely az al\u00e1bbi r\u00e9szekb\u0151l tev\u0151dik \u00f6ssze:<\/li>\n<\/ul>\n<p><strong>3.1. Szem\u00e9lyes adatok:<\/strong><\/p>\n<ul>\n<li>A\u00a0<strong>Csal\u00e1dn\u00e9v<\/strong>\u00a0\u00e9s a\u00a0<strong>Keresztn\u00e9v<\/strong>\u00a0alapj\u00e1n k\u00fcl\u00f6nb\u00f6ztethet\u0151k meg a felhaszn\u00e1l\u00f3k az adatlapokn\u00e1l \u00e9s a teend\u0151kn\u00e9l, mint Felel\u0151s szem\u00e9lyek. Az itt megadott n\u00e9v fog szerepelni a felhaszn\u00e1l\u00f3 email al\u00e1\u00edr\u00e1s\u00e1ban is.<\/li>\n<\/ul>\n<ul>\n<li>A\u00a0<strong>Kapcsolatn\u00e1l<\/strong>\u00a0l\u00e1that\u00f3 email c\u00edm a felhaszn\u00e1l\u00f3 bel\u00e9p\u00e9s\u00e9hez kell, ugyanis kiz\u00e1r\u00f3lag ezzel a mail c\u00edmmel tud bejelentkezni a rendszerbe.<\/li>\n<\/ul>\n<ul>\n<li>Az\u00a0<strong>Email al\u00e1\u00edr\u00e1sokn\u00e1l<\/strong>\u00a0\u00e1ll\u00edtsuk be a rendszerb\u0151l k\u00fcld\u00f6tt emailek al\u00e1\u00edr\u00e1sunk sablonj\u00e1t.<\/li>\n<\/ul>\n<ul>\n<li>A<strong>\u00a0Profil k\u00e9p<\/strong>\u00a0a munkat\u00e1rsunk azon k\u00e9pe, amely meg fog jelenni az adatlapokon a Teend\u0151kn\u00e9l \u00e9s az El\u0151zm\u00e9nyekn\u00e9l a felhaszn\u00e1l\u00f3 neve mellett.<\/li>\n<\/ul>\n<p style=\"text-align: center;\"><a href=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/profil1.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=\"aligncenter  wp-image-1531\" title=\"Profil\" src=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/profil1.jpg\" alt=\"\" width=\"550\" height=\"420\" srcset=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/profil1-300x230.jpg 300w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/profil1-391x300.jpg 391w\" sizes=\"auto, (max-width: 550px) 100vw, 550px\" \/><\/a><em>Profil oldal<\/em><\/p>\n<p><strong>3.2. Jogosults\u00e1gok:<\/strong><\/p>\n<ul>\n<li>\u00c1ll\u00edtsuk be\u00a0<strong>munkat\u00e1rsunk jogosults\u00e1g\u00e1t<\/strong>\u00a0annak megfelel\u0151en, hogy mit szeretn\u00e9nk sz\u00e1m\u00e1ra a MiniCRM-ben el\u00e9rhet\u0151v\u00e9 tenni. Az egyes jogosults\u00e1gi szintek cs\u00f6kken\u0151 sorrendben a k\u00f6vetkez\u0151k:<\/li>\n<\/ul>\n<ul>\n<li><strong>Adminisztr\u00e1tor:<\/strong>\u00a0Ez a legmagasabb jogosults\u00e1gi szint, melyn\u00e9l a MiniCRM minden funkci\u00f3ja el\u00e9rhet\u0151.<\/li>\n<\/ul>\n<ul>\n<li><strong>Menedzser:<\/strong>\u00a0A be\u00e1ll\u00edt\u00e1sok kiv\u00e9tel\u00e9vel mindenhez hozz\u00e1f\u00e9r a rendszerben.<\/li>\n<\/ul>\n<ul>\n<li><strong>Norm\u00e1l felhaszn\u00e1l\u00f3:<\/strong>\u00a0Kiz\u00e1r\u00f3lag az adatlapokat \u00e9ri el.<\/li>\n<\/ul>\n<ul>\n<li><strong>Korl\u00e1tozott:<\/strong>\u00a0Ez a legkisebb jogosults\u00e1gi szint. A felhaszn\u00e1l\u00f3 itt csak a hozz\u00e1 rendelt, valamint a semelyik felhaszn\u00e1l\u00f3hoz sem rendelt adatlapokat l\u00e1thatja.<\/li>\n<\/ul>\n<p><strong>4. Import<\/strong> Amennyiben t\u00f6meges \u00fcgyf\u00e9l adatb\u00e1zissal rendelkezik, nem sz\u00fcks\u00e9ges egyes\u00e9vel r\u00f6gz\u00edteni \u00fcgyfeleit. A MiniCRM-be lehet\u0151s\u00e9g van\u00a0<strong>import\u00e1lni<\/strong>\u00a0az \u00f6ssze\u00e1ll\u00edtott adatb\u00e1zisunkat.<\/p>\n<ul>\n<li>Az\u00a0<strong>\u201c\u00daj \u00fcgyf\u00e9l\u201d<\/strong>\u00a0gombra kattintva, az el\u0151ugr\u00f3 \u0171rlapon tal\u00e1lhat\u00f3\u00a0<strong>\u201cImport\u00e1l\u00e1s\u201d<\/strong>\u00a0gomb seg\u00edts\u00e9g\u00e9vel az el\u0151k\u00e9sz\u00edtett t\u00e1bl\u00e1zat\u00e1b\u00f3l import\u00e1lja be \u00fcgyfeleit.<\/li>\n<\/ul>\n<ul>\n<li>Ha t\u00f6bb ezer soros t\u00e1bl\u00e1zattal rendelkezik,\u00a0<strong>t\u00f6ltse fel dokumentumk\u00e9nt<\/strong>. Amennyiben csak kev\u00e9s adatot k\u00edv\u00e1n bet\u00f6lteni, v\u00e1lassza ki a\u00a0<strong>\u201cM\u00e1sol\u00e1s\/Beilleszt\u00e9s\u201d<\/strong>\u00a0lehet\u0151s\u00e9get.<\/li>\n<\/ul>\n<ul>\n<li>Az adatok beimport\u00e1l\u00e1s\u00e1hoz k\u00f6vesse a rendszer \u00e1ltal meghat\u00e1rozott\u00a0<strong>l\u00e9p\u00e9seket<\/strong>.<\/li>\n<\/ul>\n<p><em>Az adatlapok megismer\u00e9se, a felhaszn\u00e1l\u00f3kezel\u00e9s \u00e9s az import\u00e1l\u00e1s ut\u00e1n a <a href=\"https:\/\/www.minicrm.hu\/blog\/2012\/05-14\/dokumentum-sablon-es-emailkezeles\/\" target=\"_blank\">dokumentum-, email-, \u00e9s sablonkezel\u00e9ssel<\/a> haladhatunk tov\u00e1bb a rendszer bemutat\u00e1s\u00e1ban, melyre a k\u00f6vetkez\u0151 blogbejegyz\u00e9s\u00fcnkben t\u00e9r\u00fcnk ki r\u00e9szletesebben.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Az el\u0151z\u0151 bejegyz\u00e9s\u00fcnkben le\u00edrtaknak megfelel\u0151en a\u00a0MiniCRM bevezet\u00e9s\u00e9nek kezdeti l\u00e9p\u00e9seivel\u00a0folytatjuk a blogsorozatunkat, mely a k\u00f6vetkez\u0151 l\u00e9p\u00e9seket foglalja mag\u00e1ban. 1. \u00daj \u00fcgyf\u00e9l felv\u00e9tele Els\u0151 l\u00e9p\u00e9sk\u00e9nt vigy\u00fcnk fel n\u00e9h\u00e1ny \u00fcgyfelet az\u00a0\u201c\u00daj \u00fcgyf\u00e9l\u201d\u00a0gombbal, akikkel a k\u00f6zelj\u00f6v\u0151ben feladatunk lesz, hogy l\u00e1thassuk, hogyan alakul az el\u0151z\u0151ekben m\u00e1r megeml\u00edtett \u00fcgyf\u00e9l list\u00e1nk. \u00dcgyf\u00e9l lista 2. Az adatlapok fel\u00e9p\u00edt\u00e9se Az \u00fcgyfeleink list\u00e1j\u00e1ban kattintsunk r\u00e1 [&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":[207,232],"class_list":["post-682","post","type-post","status-publish","format-gallery","hentry","category-minicrm","tag-statuszok","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>A MiniCRM bevezet\u00e9s\u00e9nek kezdeti l\u00e9p\u00e9sei<\/title>\n<meta name=\"description\" content=\"Az el\u0151z\u0151 bejegyz\u00e9s\u00fcnkben le\u00edrtaknak megfelel\u0151en a\u00a0MiniCRM bevezet\u00e9s\u00e9nek kezdeti l\u00e9p\u00e9seivel\u00a0folytatjuk a blogsorozatunkat, mely a k\u00f6vetkez\u0151 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