{"id":20121,"date":"2019-11-04T14:36:09","date_gmt":"2019-11-04T13:36:09","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=20121"},"modified":"2025-12-15T12:04:32","modified_gmt":"2025-12-15T11:04:32","slug":"filtre","status":"publish","type":"post","link":"https:\/\/www.minicrm.ro\/help\/filtre\/","title":{"rendered":"Filtre"},"content":{"rendered":"<h4><strong>Urm\u0103re\u0219te cursul video dedicat filtrelor <a href=\"https:\/\/www.minicrm.ro\/miniacademia\/courses\/filtre\/\">aici<\/a>!<\/strong><\/h4>\n<h3 style=\"text-align: justify;\">Rezumat<\/h3>\n<ul>\n<li><a href=\"#crearefiltru\" target=\"_self\" rel=\"noopener\">Crearea unui filtru<\/a><\/li>\n<li><a href=\"#filtrerapide\" target=\"_self\" rel=\"noopener\">Filtre rapide<\/a><\/li>\n<li><a href=\"#filtrefavorite\" target=\"_self\" rel=\"noopener\">Filtre favorite<\/a><\/li>\n<li><a href=\"#filtruexemplu\" target=\"_self\" rel=\"noopener\">Exemplu de filtru MiniCRM<\/a><\/li>\n<li><a href=\"#utilizareafiltrelor\" target=\"_self\" rel=\"noopener\">Utiliz\u0103ri ale filtrelor<br \/>\n<\/a><\/p>\n<ul>\n<li><a href=\"#segment\" target=\"_self\" rel=\"noopener\">Filtre segment<\/a><\/li>\n<li><a href=\"#kanban\" target=\"_self\" rel=\"noopener\">Filtre Kanban<\/a><\/li>\n<li><a href=\"#vederetabelar\u0103\" target=\"_self\" rel=\"noopener\">Vederea tabelar\u0103 a unui filtru<\/a><\/li>\n<li><a href=\"#vederehart\u0103\" target=\"_self\" rel=\"noopener\">Vederea pe harta a contactelor<\/a><\/li>\n<li><a href=\"#swimlane\" target=\"_self\" rel=\"noopener\">Vederea Swimlane \u00een Managementul Proiectelor<\/a><\/li>\n<li><a href=\"#emailsisms\" target=\"_self\" rel=\"noopener\">Trimiterea unui e-mail sau SMS in mas\u0103<\/a><\/li>\n<li><a href=\"#export\" target=\"_self\" rel=\"noopener\">Export de date \u00een format Excel<\/a><\/li>\n<li><a href=\"#sincronizare\" target=\"_self\" rel=\"noopener\">Sincronizarea datelor dintr-un filtru \u00een Google Sheets<\/a><\/li>\n<li><a href=\"#obiective\" target=\"_self\" rel=\"noopener\">Obiective<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<div style=\"text-align: justify;\"><\/div>\n<div class=\"alert alert-info\" style=\"text-align: justify;\">Am preg\u0103tit pentru tine o list\u0103 de <strong>filtre utile<\/strong> pe care le po\u021bi construi \u00een MiniCRM. Lista complet\u0103, \u00eempreun\u0103 cu detaliile de construc\u021bie, le g\u0103se\u0219ti <a href=\"..\/exemple-de-filtre\">aici<\/a>.<\/div>\n<p style=\"text-align: justify;\">Filtrele ofer\u0103 posibilitatea de a segmenta baza de date \u00een func\u021bie de anumite criterii. Printre aceste criterii, se reg\u0103sesc inclusiv c\u00e2mpurile pe care le-ai ad\u0103ugat \u00een sistemul t\u0103u &#8211; \u00een cadrul profilului oportunit\u0103\u021bii, dar nu numai.<\/p>\n<h3 id=\"crearefiltru\" style=\"text-align: justify;\">Crearea unui filtru<\/h3>\n<div class=\"alert alert-danger\" style=\"text-align: justify;\">Utilizatorii restric\u021biona\u021bi pot filtra doar cardurile al c\u0103ror de\u021bin\u0103tori sunt ei sau cele pe care sunt men\u021biona\u021bi \u0219i pot vedea doar filtrele pe care le-au creat ei sau pe cele create de altcineva din grupul din care fac parte. De asemenea, ace\u0219tia <strong>nu<\/strong> au acces la filtrele Kanban.<\/div>\n<h3 style=\"text-align: justify;\">Pentru a crea un filtru:<\/h3>\n<h4 style=\"text-align: justify;\">1.) Click pe numele produsului \u00een care dore\u0219ti s\u0103 creezi filtrul (ex: V\u00e2nz\u0103ri, Clien\u021bi, Service etc.)<\/h4>\n<h4 style=\"text-align: justify;\">2.) Click pe butonul\u00a0<em>Filtru <\/em>(col\u021bul din dreapta sus al paginii)<\/h4>\n<h4 style=\"text-align: justify;\">3.) Selecteaz\u0103 op\u021biune\u00a0<em>Adaug\u0103 filtru<\/em> din meniul ap\u0103rut<\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-58265\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Filtre-1-1024x495.png\" alt=\"\" width=\"1024\" height=\"495\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Filtre-1-1024x495.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Filtre-1-300x145.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Filtre-1-768x372.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Filtre-1-1536x743.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Filtre-1.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<h4 style=\"text-align: justify;\">4.) Click pe butonul <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-53775\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2024-09-17-at-10.42.09.png\" alt=\"\" width=\"116\" height=\"33\" \/>\u00a0pentru a ad\u0103uga noi condi\u021bii filtrului t\u0103u.<\/h4>\n<div class=\"alert alert-info\" style=\"text-align: justify;\">\u00cen MiniCRM exist\u0103 dou\u0103 tipuri de condi\u021bii &#8211;\u00a0<em><strong>obligatorii<\/strong>\u00a0<\/em>\u0219i\u00a0<em><strong>op\u021bionale<\/strong>.<\/em> Condi\u021biile obligatorii se folosesc atunci c\u00e2nd filtrarea trebuie s\u0103 \u00eendeplineasc\u0103\u00a0<em>obligatoriu<\/em> toate condi\u021biile stabilite, \u00een timp ce condi\u021biile op\u021bionale se folosesc atunci c\u00e2nd filtrul trebuie s\u0103 \u00eendeplineasc\u0103 o condi\u021bie\u00a0<em>sau<\/em> alta.<\/div>\n<div style=\"text-align: justify;\"><\/div>\n<div style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58266 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Conditie-filtru.png\" alt=\"\" width=\"1920\" height=\"905\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Conditie-filtru.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Conditie-filtru-300x141.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Conditie-filtru-1024x483.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Conditie-filtru-768x362.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Conditie-filtru-1536x724.png 1536w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/div>\n<h4 style=\"text-align: justify;\">5.) Click pe numele condi\u021biei pe care dore\u0219ti s\u0103 o folose\u0219ti \u00een filtrul t\u0103u<\/h4>\n<p style=\"text-align: justify;\">\u00cen fereastra care apare vei g\u0103si <strong><em>categoriile<\/em><\/strong> \u00een st\u00e2nga \u0219i <em><strong>c\u00e2mpurile<\/strong><\/em> din acele categorii \u00een partea dreapt\u0103.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58267\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/bara-cautare-filtre-1024x856.png\" alt=\"\" width=\"820\" height=\"685\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/bara-cautare-filtre-1024x856.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/bara-cautare-filtre-300x251.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/bara-cautare-filtre-768x642.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/bara-cautare-filtre.png 1532w\" sizes=\"auto, (max-width: 820px) 100vw, 820px\" \/><\/p>\n<h4 style=\"text-align: justify;\">6.) Dup\u0103 ce ai dat click pe c\u00e2mpul dorit, fereastra de mai sus dispare \u0219i condi\u021bia selectat\u0103 de tine este automat ad\u0103ugat\u0103 \u00een lista de condi\u021bii ale filtrului.<\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58268 \" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/camp-filtru.png\" alt=\"\" width=\"823\" height=\"320\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/camp-filtru.png 1876w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/camp-filtru-300x117.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/camp-filtru-1024x398.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/camp-filtru-768x299.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/camp-filtru-1536x598.png 1536w\" sizes=\"auto, (max-width: 823px) 100vw, 823px\" \/><\/p>\n<h4 style=\"text-align: justify;\"><\/h4>\n<h4 style=\"text-align: justify;\">7.) Po\u021bi modifica condi\u021bia selectat\u0103 prin click pe s\u0103geat\u0103 \u00een jos din dreapta c\u00e2mpului.<\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-58269\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/optiuni-conditie-filtru.png\" alt=\"\" width=\"1024\" height=\"661\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/optiuni-conditie-filtru.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/optiuni-conditie-filtru-300x194.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/optiuni-conditie-filtru-768x496.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>Vei vedea c\u0103 majoritatea c\u00e2mpurilor pe care le po\u021bi alege au o serie de op\u021biuni foarte intuitive, identice cu valorile pe care le po\u021bi completa \u00een acestea pe cardul de oportunitate.<\/p>\n<p style=\"text-align: justify;\">Totu\u0219i, c\u00e2mpurile de tip dat\u0103 au ca \u0219i op\u021biuni de selec\u021bie o serie de condi\u021bii ceva mai specifice:<\/p>\n<ul style=\"text-align: justify;\">\n<li><strong>Pe data de <\/strong>&#8211; va filtra \u00een func\u021bie de o anumit\u0103 dat\u0103 specific\u0103 (ex: Toate ofertele trimise la data de mar\u021bi, 17 Septembrie 2024)<\/li>\n<li><strong>Exclude data de<\/strong> &#8211; va afi\u0219a orice alte date \u00een afara celei specificate (ex: Toate ofertele trimise, mai pu\u021bin cele de pe mar\u021bi,17 Septembrie 2024.)<\/li>\n<li><strong>Mai devreme dec\u00e2t<\/strong> &#8211; va afi\u0219a datele anterioare datei specificate de tine (ex: Toate ofertele trimise mai devreme de mar\u021bi, 17 Septembrie 2024.)<\/li>\n<li><strong>Mai t\u00e2rziu dec\u00e2t<\/strong> &#8211; va afi\u0219a datele ulterioare datei specificate (ex: Toate ofertele trimise dup\u0103 mar\u021bi, 17 Septembrie 2024.)<\/li>\n<li><strong>\u00cen aceea\u0219i zi sau mai devreme dec\u00e2t <\/strong>&#8211; va afi\u0219a datele p\u00e2n\u0103 la cel mult data specificat\u0103 (ex: Toate ofertele trimise p\u00e2n\u0103 la data de mar\u021bi, 17 Septembrie 2024, inclusiv.)<\/li>\n<li><strong>\u00cen aceea\u0219i zi sau mai t\u00e2rziu dec\u00e2t\u00a0<\/strong> &#8211; va afi\u0219a datele pornind de la data specificat\u0103 (ex: Toate ofertele trimise, \u00eencep\u00e2nd cu mar\u021bi, 17 Septembrie 2024, inclusiv.)<\/li>\n<li><strong>De pe X p\u00e2n\u0103 pe Y<\/strong> &#8211; \u00ee\u021bi permite s\u0103 specifici un interval de date \u00een func\u021bie de care vrei s\u0103 filtrezi cardurile tale (ex: Toate ofertele trimise \u00een intervalul mar\u021bi, 17 Septembrie 2024 &#8211; vineri, 20 Septembrie 2024.)<\/li>\n<li><strong>De la X la Y zile<\/strong> &#8211; \u00ee\u021bi permite s\u0103 specifici num\u0103rul de zile \u00eenainte \u0219i dup\u0103 data curent\u0103 (ex: -10 \u0219i 2 \u00eenseamn\u0103 10 zile \u00eenaintea datei de ast\u0103zi \u0219i 2 zile dup\u0103 data de ast\u0103zi &#8211; sistemul va returna un interval de 12 zile \u00een total. Concret, dac\u0103 azi este mar\u021bi, 17 Septembrie 2024, intervalul selectat va fi s\u00e2mb\u0103t\u0103, 7 Septembrie 2024 &#8211; joi, 19 Septembrie 2024).<\/li>\n<li><strong>Cu exact X zile dup\u0103<\/strong> &#8211; \u00ee\u021bi permite s\u0103 specifici num\u0103rul de zile de dup\u0103 data curent\u0103 (ex: Ast\u0103zi este mar\u021bi, 17 Septembrie 2024, \u0219i vrei s\u0103 vezi toate contractele care expir\u0103 \u00een fix 30 de zile f\u0103r\u0103 s\u0103 te ui\u021bi \u00een calendar. Selecteaz\u0103 c\u00e2mpul \u201eData expir\u0103rii contractului\u201d \u00een cadrul filtrului, seteaz\u0103 condi\u021bia \u201eCu exact X dup\u0103\u201d, \u0219i completeaz\u0103 valoare 30. Rezultatele returnate de sistem vor fi acele carduri unde la \u201eData expir\u0103rii contractului\u201d apare data de joi, 17 Octombrie 2024).<\/li>\n<li><strong>Cu exact X zile \u00eenainte <\/strong>&#8211; \u00ee\u021bi permite s\u0103 filtrezi cardurile \u00een func\u021bie de num\u0103rul de zile trecute de la o anumit\u0103 dat\u0103 (de exemplu, vrei s\u0103 filtrezi cardurile c\u0103rora acum 2 zile li s-a trimis oferta).<\/li>\n<li><strong>Cu minim X zile \u00eenainte<\/strong> &#8211; La fel ca mai devreme, aceast\u0103 condi\u021bie \u00ee\u021bi va returna acele carduri a c\u0103ror dat\u0103 din c\u00e2mpul selectat de tine figureaz\u0103 \u00eentr-un anumit interval \u00een raport cu data de azi. (ex: Ast\u0103zi e mar\u021bi, 17 Septembrie 2024, \u0219i vrei s\u0103 \u00ee\u021bi vezi clien\u021bii care cump\u0103r\u0103 de la tine de cel pu\u021bin 30 de zile. Acest lucru \u00eenseamn\u0103 c\u0103 nu o s\u0103 vrei s\u0103 vezi clien\u021bii adu\u0219i \u00een ultimele 30 de zile, \u00eentruc\u00e2t ace\u0219tia nu au fost \u00eenc\u0103 loializa\u021bi. \u00cen cadrul condi\u021biei de tip dat\u0103, va trebui s\u0103 selectezi Cu minim 30 zile \u00eenainte. Astfel, filtrul va fi dinamic, \u0219i \u00ee\u021bi va ar\u0103ta mereu pe acei clien\u021bi care ajung la mark-ul de 30 de zile cu tine.)<\/li>\n<li><strong>Cu minim X zile dup\u0103<\/strong> &#8211; Aceast\u0103 condi\u021bie vine \u00een completarea celei mai de sus \u0219i \u00ee\u021bi va aduce \u00een fa\u021b\u0103 acele carduri a c\u0103ror dat\u0103 figureaz\u0103 cu X zile dup\u0103 data curent\u0103. (ex: Vrei s\u0103 vezi pe acei clien\u021bi a c\u0103ror dat\u0103 a\u0219teptat\u0103 de \u00eenchidere a v\u00e2nz\u0103rii dep\u0103\u0219e\u0219te un anumit termen de zile. Astfel, po\u021bi interveni \u00een timp util, speicific la clien\u021bii respectivi.)<\/li>\n<li><strong>Cu maxim X zile \u00eenainte <\/strong> &#8211; Condi\u021bia aceasta \u00ee\u021bi arat\u0103 ac\u021biunile care au avut loc recent (ex: Dac\u0103 dore\u0219ti s\u0103 vezi ofertele trimise \u00een ultimele 7 zile, tot ce trebuie s\u0103 faci este s\u0103 selectezi aceast\u0103 condi\u021bie pentru c\u00e2mpul de Data trimiterii ofertei \u0219i s\u0103 \u00eel completezi cu valoarea 7.)<\/li>\n<li><strong>Cu maxim X zile dup\u0103<\/strong> &#8211; O expresie care ar sublinia \u00een\u021belesul acestei condi\u021bii ar fi \u201eDe azi \u00eentr-o zi\/trei zile\/o s\u0103pt\u0103m\u00e2n\u0103\/o lun\u0103\/un an\/etc.. (ex: Folose\u0219te aceast\u0103 condi\u021bie ca s\u0103 ai vizibilitate asupra tuturor facturilor de pl\u0103tit \u00een urm\u0103toarea s\u0103pt\u0103m\u00e2n\u0103.)<\/li>\n<li><b>Este completat \/ Nu este completat &#8211; Apare vreo valoare \u00een acel c\u00e2mp?<\/b><\/li>\n<\/ul>\n<div class=\"alert alert-danger\" style=\"text-align: justify;\">Pentru condi\u021biile de filtrare care pot fi setate \u00een c\u00e2mpurile de dat\u0103, vei g\u0103si l\u00e2ng\u0103 set\u0103rile condi\u021biei o explica\u021bie vizual\u0103 a acestora.<\/div>\n<h4><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-58270\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/ajutor-conditie-data-1024x489.png\" alt=\"\" width=\"1024\" height=\"489\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/ajutor-conditie-data-1024x489.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/ajutor-conditie-data-300x143.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/ajutor-conditie-data-768x366.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/ajutor-conditie-data-1536x733.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/ajutor-conditie-data.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/h4>\n<h4><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-58271\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/ajutor-conditie-data-grafic-1024x691.png\" alt=\"\" width=\"1024\" height=\"691\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/ajutor-conditie-data-grafic-1024x691.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/ajutor-conditie-data-grafic-300x202.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/ajutor-conditie-data-grafic-768x518.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/ajutor-conditie-data-grafic-1536x1037.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/ajutor-conditie-data-grafic.png 1876w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/h4>\n<h4 style=\"text-align: justify;\">8.) Click pe butonul\u00a0<em>Salveaz\u0103<\/em> pentru a da un nume filtrului t\u0103u.<\/h4>\n<div class=\"alert alert-info\" style=\"text-align: justify;\">Filtrele salvate pot fi redenumite sau \u0219terse ulterior.<\/div>\n<h3><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-58272\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/nume-filtru-1024x526.png\" alt=\"\" width=\"1024\" height=\"526\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/nume-filtru-1024x526.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/nume-filtru-300x154.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/nume-filtru-768x395.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/nume-filtru-1536x789.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/nume-filtru.png 1860w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/h3>\n<p>Dup\u0103 ce ai denumit \u0219i salvat filtrul, \u00eel po\u021bi oric\u00e2nd edita<\/p>\n<h3><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-58273\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/editare-nume-filtru-1024x445.png\" alt=\"\" width=\"1024\" height=\"445\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/editare-nume-filtru-1024x445.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/editare-nume-filtru-300x131.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/editare-nume-filtru-768x334.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/editare-nume-filtru-1536x668.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/editare-nume-filtru.png 1862w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/h3>\n<h3 id=\"filtrerapide\" style=\"text-align: justify;\">Filtre rapide<\/h3>\n<p style=\"text-align: justify;\">Po\u021bi filtra rapid filtrele deja create de tine pe baza unor categorii predefinite<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-58274\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/filtre-rapide-1024x680.png\" alt=\"\" width=\"1024\" height=\"680\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/filtre-rapide-1024x680.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/filtre-rapide-300x199.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/filtre-rapide-768x510.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/filtre-rapide-1536x1020.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/filtre-rapide.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<div class=\"alert alert-info\" style=\"text-align: justify;\">Denumirea grupurilor de filtrare nu poate fi modificat\u0103 sau schimbat\u0103<\/div>\n<h3 id=\"filtrefavorite\" style=\"text-align: justify;\">Filtre favorite<\/h3>\n<p style=\"text-align: justify;\">MiniCRM \u00ee\u021bi permite s\u0103 setezi anumite filtre ca \u0219i filtre favorite, ca mai apoi s\u0103 le po\u021bi accesa rapid, din Vederea de azi.<\/p>\n<p style=\"text-align: justify;\">Pentru a marca un filtru ca \u0219i filtru favorit, este nevoie s\u0103 dai click pe stelu\u021ba din st\u00e2nga numelui:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-58275\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/filtre-favorite-1024x480.png\" alt=\"\" width=\"1024\" height=\"480\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/filtre-favorite-1024x480.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/filtre-favorite-300x141.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/filtre-favorite-768x360.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/filtre-favorite-1536x720.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/filtre-favorite.png 1856w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p style=\"text-align: justify;\">Dupa ce ai marcat filtrul ca \u0219i filtru favorit, il vei putea accesa rapid din Vederea de azi:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-58276\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/filtre-favorite-2-1024x481.png\" alt=\"\" width=\"1024\" height=\"481\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/filtre-favorite-2-1024x481.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/filtre-favorite-2-300x141.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/filtre-favorite-2-768x361.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/filtre-favorite-2-1536x722.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/filtre-favorite-2.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<div class=\"alert alert-info\" style=\"text-align: justify;\">Este important s\u0103 \u0219tii c\u0103 filtrele favorite sunt individuale fiec\u0103rui utilizator. Ca manager, dac\u0103 marchezi un filtru drept favorit, acesta va ap\u0103rea doar \u00een Vederea ta de azi, nu \u0219i a colegilor. Pentru ca \u0219i ei s\u0103 poat\u0103 accesa filtrul din Vederea lor de azi, trebuie s\u0103 \u00eel marcheze, la r\u00e2ndul lor, drept favorit.<\/div>\n<h3 id=\"filtruexemplu\" style=\"text-align: justify;\">Exemplu de filtru MiniCRM<\/h3>\n<p style=\"text-align: justify;\">Pentru mai multe exemple de filtre pe care le po\u021bi construi \u00een MiniCRM consult\u0103 <a href=\"..\/exemple-de-filtre\">pagina dedicat\u0103<\/a>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-58277\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/exemplu-de-filtru-1024x487.png\" alt=\"\" width=\"1024\" height=\"487\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/exemplu-de-filtru-1024x487.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/exemplu-de-filtru-300x143.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/exemplu-de-filtru-768x366.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/exemplu-de-filtru-1536x731.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/exemplu-de-filtru.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p style=\"text-align: justify;\">\u00cen filtrul de mai sus, avem setate dou\u0103 condi\u021bii:<\/p>\n<ul>\n<li style=\"text-align: justify;\"><strong>Status<\/strong> &#8211; \u00een care am ales statusurile \u00een care s-ar putea afla un lead cu care discut\u0103m la momentul actual<\/li>\n<li style=\"text-align: justify;\"><strong>Termenul pentru sarcina viitoare<\/strong> &#8211; la care am ales op\u021biunea nu este completat<\/li>\n<\/ul>\n<p>Cu alte cuvinte, cu acest filtru vom ob\u021bine oportunit\u0103\u021bile \u00een curs de v\u00e2nzare \u0219i care nu au nici o sarcin\u0103 viitoare setat\u0103.<\/p>\n<h3 id=\"utilizareafiltrelor\" style=\"text-align: justify;\">Utiliz\u0103ri ale filtrelor<\/h3>\n<p>O dat\u0103 ce ai creat un filtru, pe l\u00e2ng\u0103 segmentarea bazei de date, aceste pot fi utilizate \u00een diverse moduri \u0219i \u00een combina\u021bie cu diverse alte func\u021bionalit\u0103\u021bi din MiniCRM.<\/p>\n<h3 id=\"segment\" style=\"text-align: justify;\">Filtre segment<\/h3>\n<div class=\"alert alert-danger\" style=\"text-align: justify;\">\u00cen func\u021bie de op\u021biunile activate \u00een cadrul abonamentului t\u0103u este posibil s\u0103 nu ai acces la aceast\u0103 func\u021bionalitate.<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-58281\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/filtru-segment-1024x490.png\" alt=\"\" width=\"1024\" height=\"490\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/filtru-segment-1024x490.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/filtru-segment-300x144.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/filtru-segment-768x368.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/filtru-segment-1536x735.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/filtru-segment.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>Filtrele segment \u00ee\u021bi permit filtrarea pe baza informa\u021biilor din mai multe produse. De exemplu: carduri de client \u00een produsul \u201eClien\u021bi\u201d care au carduri de factur\u0103 intr-un status nepl\u0103tit in produsul \u201eFacturare\u201d. Cite\u0219te mai multe pe <a href=\"https:\/\/www.minicrm.ro\/help\/filtre-segment\/\">pagina dedicat\u0103.<\/a><\/p>\n<h3 id=\"kanban\" style=\"text-align: justify;\">Vederea Kanban<\/h3>\n<div class=\"alert alert-danger\" style=\"text-align: justify;\">\u00cen func\u021bie de op\u021biunile activate \u00een cadrul abonamentului t\u0103u este posibil s\u0103 nu ai acces la aceast\u0103 func\u021bionalitate.<\/div>\n<h3><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-58281\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/filtru-segment-1024x490.png\" alt=\"\" width=\"1024\" height=\"490\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/filtru-segment-1024x490.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/filtru-segment-300x144.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/filtru-segment-768x368.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/filtru-segment-1536x735.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/filtru-segment.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/h3>\n<p>Acest tip de filtre \u00ee\u021bi permit s\u0103 vizualizezi cardurile tale sub forma unei vederi Kanban \u00een care po\u021bi configura coloanele \u0219i c\u00e2mpurile pe care le vezi. Cite\u0219te mai multe pe <a href=\"https:\/\/www.minicrm.ro\/help\/filtre-kanban\/\">pagina dedicat\u0103<\/a>.<\/p>\n<h3 id=\"vederetabelar\u0103\" style=\"text-align: justify;\">Vederea tabelar\u0103 a unui filtru<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-58283\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/vedere-tabelara-filtre-1024x726.png\" alt=\"\" width=\"1024\" height=\"726\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/vedere-tabelara-filtre-1024x726.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/vedere-tabelara-filtre-300x213.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/vedere-tabelara-filtre-768x545.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/vedere-tabelara-filtre-1536x1089.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/vedere-tabelara-filtre.png 1805w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p style=\"text-align: justify;\">Sistemul \u00ee\u021bi permite s\u0103 \u00ee\u021bi stabile\u0219ti ce coloane vrei s\u0103 vizualizezi \u00eentr-un filtru prin vederea tabelar\u0103. Detalii legate de modul de activare g\u0103se\u0219ti pe <a href=\"https:\/\/www.minicrm.ro\/help\/vederea-tabelara-a-filtrelor\/\">pagina dedicat\u0103<\/a> acestui subiect.<\/p>\n<h3 id=\"vederehart\u0103\" style=\"text-align: justify;\">Vederea pe harta a contactelor<\/h3>\n<div class=\"alert alert-danger\" style=\"text-align: justify;\">\u00cen func\u021bie de op\u021biunile activate \u00een cadrul abonamentului t\u0103u este posibil s\u0103 nu ai acces la aceast\u0103 func\u021bionalitate.<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-58284\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/vedere-pe-harta-1024x575.png\" alt=\"\" width=\"1024\" height=\"575\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/vedere-pe-harta-1024x575.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/vedere-pe-harta-300x168.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/vedere-pe-harta-768x431.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/vedere-pe-harta.png 1536w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>Aceast\u0103 func\u021bionalitate \u00ee\u021bi permite s\u0103 vizualizezi pe hart\u0103 contactele ce fac parte dintr-un filtru. Mai mult, po\u021bi pe baza acestei h\u0103r\u021bi s\u0103 \u00ee\u021bi generezi o rut\u0103 prin intermediul Google Maps. Afl\u0103 mai multe pe <a href=\"https:\/\/www.minicrm.ro\/help\/integrarea-cu-google-maps-vizualizara-pe-harta\/\">pagina dedicat\u0103<\/a>.<\/p>\n<h3 id=\"swimlane\" style=\"text-align: justify;\">Vederea Swimlane \u00een Managementul Proiectelor<\/h3>\n<p>Vederea de tip Swimlane este disponibil\u0103 doar \u00een produsul \u201eManagementul Proiectelor\u201d. Aceasta \u00ee\u021bi permite s\u0103 po\u021bi vizualiza \u00een paralel mai multe proiecte.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-58285\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/swimlane.png\" alt=\"\" width=\"1024\" height=\"652\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/swimlane.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/swimlane-300x191.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/swimlane-768x489.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>Po\u021bi \u00eenchide \u0219i deschide afi\u0219area sarcinilor pe proiectele afi\u0219ate cu ajutorul s\u0103ge\u021bii din st\u00e2nga, de l\u00e2ng\u0103 numele fiec\u0103rui proiect.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-58286\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/swimlane-2-1024x587.png\" alt=\"\" width=\"1024\" height=\"587\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/swimlane-2-1024x587.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/swimlane-2-300x172.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/swimlane-2-768x440.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/swimlane-2-1536x881.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/swimlane-2.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<h3 id=\"emailsisms\" style=\"text-align: justify;\">Trimiterea unui e-mail sau SMS in mas\u0103<\/h3>\n<div class=\"alert alert-danger\" style=\"text-align: justify;\">\u00cen func\u021bie de op\u021biunile activate \u00een cadrul abonamentului t\u0103u este posibil s\u0103 nu ai acces la aceast\u0103 func\u021bionalitate.<\/div>\n<h3><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-58287\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/email-si-sms-in-masa-1024x555.png\" alt=\"\" width=\"1024\" height=\"555\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/email-si-sms-in-masa-1024x555.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/email-si-sms-in-masa-300x163.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/email-si-sms-in-masa-768x416.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/email-si-sms-in-masa-1536x833.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/email-si-sms-in-masa.png 1892w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/h3>\n<p>&nbsp;<\/p>\n<p>Dup\u0103 ce \u021bi-ai segmentat baza de date cu ajutorul unui filtru, po\u021bi s\u0103 trimi\u021bi contactelor listate fie un e-mail fie un sms \u00een mas\u0103. Afl\u0103 mai multe despre campaniile de e-mail \u0219i sms din MiniCRM pe <a href=\"https:\/\/www.minicrm.ro\/help\/emailuri-in-masa\/\">pagina dedicat\u0103<\/a>.<\/p>\n<h3 id=\"export\" style=\"text-align: justify;\">Export de date \u00een format Excel<\/h3>\n<div class=\"alert alert-danger\" style=\"text-align: justify;\">Doar administratorii de sistem au acces la func\u021bionalitatea de export de date.<\/div>\n<h3><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-58288\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/export-filtre-1024x555.png\" alt=\"\" width=\"1024\" height=\"555\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/export-filtre-1024x555.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/export-filtre-300x163.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/export-filtre-768x416.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/export-filtre-1536x833.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/export-filtre.png 1892w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/h3>\n<p>Po\u021bi exporta datele dintr-un filtru salvat \u00eentr-un tabel Excel (xlsx). Cite\u0219te mai multe despre exportul de date pe <a href=\"https:\/\/www.minicrm.ro\/help\/export-de-date\/\">pagina dedicat\u0103<\/a>.<\/p>\n<h3 id=\"sincronizare\" style=\"text-align: justify;\">Sincronizarea datelor dintr-un filtru<\/h3>\n<div class=\"alert alert-danger\" style=\"text-align: justify;\">\u00cen func\u021bie de op\u021biunile activate \u00een cadrul abonamentului t\u0103u este posibil s\u0103 nu ai acces la aceast\u0103 func\u021bionalitate.<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-58289\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/sincronizare-filtru-1024x555.png\" alt=\"\" width=\"1024\" height=\"555\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/sincronizare-filtru-1024x555.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/sincronizare-filtru-300x163.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/sincronizare-filtru-768x416.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/sincronizare-filtru-1536x833.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/sincronizare-filtru.png 1892w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p id=\"filtruexemplu\" style=\"text-align: justify;\">Po\u021bi sincroniza datele dintr-un filtru \u00een Google Sheets astfel \u00eenc\u00e2t s\u0103 \u00ee\u021bi po\u021bi construi rapoarte specifice \u00een Google Sheets. Po\u021bi g\u0103si mai multe detalii pe <a href=\"https:\/\/www.minicrm.ro\/help\/sincronizarea-filtrelor\/\">pagina dedicat\u0103<\/a> acestui subiect.<\/p>\n<h3 id=\"obiective\" style=\"text-align: justify;\">Obiective<\/h3>\n<div class=\"alert alert-danger\" style=\"text-align: justify;\">\u00cen func\u021bie de op\u021biunile activate \u00een cadrul abonamentului t\u0103u este posibil s\u0103 nu ai acces la aceast\u0103 func\u021bionalitate.<\/div>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58290 \" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/obiective-filtru.png\" alt=\"\" width=\"626\" height=\"188\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/obiective-filtru.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/obiective-filtru-300x90.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/obiective-filtru-768x230.png 768w\" sizes=\"auto, (max-width: 626px) 100vw, 626px\" \/><\/p>\n<p>\u00cen fiecare produs, cu ajutorul filtrelor, ai ocazia s\u0103 stabile\u0219ti obiective pentru utilizatori \u0219i, \u00een acest sens, s\u0103 decide\u021bi \u00eempreun\u0103 ce rezultate trebuie s\u0103 aduce\u021bi \u00eempreun\u0103, de-a lungul unei s\u0103pt\u0103m\u00e2ni. Afl\u0103 mai multe despre obiective pe <a href=\"https:\/\/www.minicrm.ro\/help\/obiective\/\">pagina dedicat\u0103<\/a>.<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Urm\u0103re\u0219te cursul video dedicat filtrelor aici! Rezumat Crearea unui filtru Filtre rapide Filtre favorite Exemplu de filtru MiniCRM Utiliz\u0103ri ale filtrelor Filtre segment Filtre Kanban Vederea tabelar\u0103 a unui filtru Vederea pe harta a contactelor Vederea Swimlane \u00een Managementul Proiectelor Trimiterea unui e-mail sau SMS in mas\u0103 Export de date \u00een format Excel Sincronizarea datelor [&hellip;]<\/p>\n","protected":false},"author":54,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2535,2499,2537,2501,2503],"tags":[1257,1263,1269,1302,1275,1281],"class_list":["post-20121","post","type-post","status-publish","format-standard","hentry","category-depanare-si-intrebari-frecvente","category-ghid-de-pornire","category-informatii-generale","category-pentru-administratori-si-manageri","category-pentru-utilizatori","tag-field-ro","tag-filter-ro","tag-follow-up-sequence-ro","tag-kanban-ro","tag-mass-email-ro","tag-project-ro"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Filtre - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Urm\u0103re\u0219te cursul video dedicat filtrelor aici! 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