{"id":20817,"date":"2019-11-19T14:49:16","date_gmt":"2019-11-19T13:49:16","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=20817"},"modified":"2025-11-19T08:16:33","modified_gmt":"2025-11-19T07:16:33","slug":"configurarea-pipeline-ului","status":"publish","type":"post","link":"https:\/\/www.minicrm.ro\/help\/configurarea-pipeline-ului\/","title":{"rendered":"Configurarea Pipeline-ului"},"content":{"rendered":"<h3>Rezumat<\/h3>\n<p>Personalizarea pipeline-ului reprezint\u0103 definirea pa\u0219ilor procedurii prin care dore\u0219ti s\u0103 treci cu cardurile tale de oportunitate.<\/p>\n<p>C\u00e2nd vine vorba despre acest subiect, exist\u0103 trei aspecte extrem de importante pe care este important s\u0103 le \u0219tii:<\/p>\n<p><strong>ATEN\u021aIONARE 1:<\/strong> Posibilitatea de a-\u021bi personaliza pipeline-ul produselor nu face parte din func\u021bionalit\u0103\u021bile de baz\u0103 ale sistemului. Aceasta trebuie achizi\u021bionat\u0103 separat, sub forma add on-ului cu acela\u0219i nume &#8211; <em><strong>Personalizare a pipeline-ului<\/strong><\/em>. Odat\u0103 achizi\u021bionat acest add-on, el \u00ee\u021bi va garanta acest drept \u00een toate produsele tale, prezente sau viitoare, indiferent de num\u0103rul lor.<\/p>\n<p><strong>ATEN\u021aIONARE 2:<\/strong> Doar administratorii de sistem pot modifica pipeline-ul din cadrul unui produs.<\/p>\n<p><strong>ATEN\u021aIONARE 3:<\/strong> Nu toate produsele vin cu un pipeline customizabil, indiferent dac\u0103 ai sau nu add-on-ul <em><strong>Personalizarea pipeline-ului<\/strong><\/em> \u00een pachet. Concret, produsele cu pipeline nemodificabil sunt <em><strong>V\u00e2nz\u0103ri semi-automate<\/strong><\/em>, <em><strong>Facturare<\/strong><\/em> \u0219i <em><strong>Webshop<\/strong><\/em>.<\/p>\n<p><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/eOqBQuFFbRw?si=lEI_EedRwuoDn_gp\" width=\"760\" height=\"415\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><\/p>\n<p>\u00cen continuare, iat\u0103 ce subiecte vom aborda \u00een acest articol:<\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li><a href=\"#anchor-1\" target=\"_self\" rel=\"noopener\">Cum s\u0103 editezi pipeline-ul dintr-un produs?<\/a><\/li>\n<li><a href=\"#anchor-2\" target=\"_self\" rel=\"noopener\">Ce reprezint\u0103 cele patru etape din pipeline?<\/a><\/li>\n<li><a href=\"#anchor-3\" target=\"_self\" rel=\"noopener\">Cum po\u021bi ad\u0103uga\/edita statusuri (pa\u0219i) noi, pentru fiecare etap\u0103 din pipeline?<\/a><\/li>\n<li><a href=\"#anchor-4\" target=\"_self\" rel=\"noopener\">Bune practici \u00een customizarea unei proceduri de lucru (a unui pipeline)<\/a><\/li>\n<li><a href=\"#anchor-5\" target=\"_self\" rel=\"noopener\">Ce rapoarte se \u00eenregistreaz\u0103 automat, \u00een baza pipeline-ului?<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3 id=\"anchor-1\" style=\"text-align: justify;\">Cum s\u0103 editezi pipeline-ul dintr-un produs?<\/h3>\n<p>Majoritatea produselor pe care le po\u021bi ad\u0103uga din Magazinul MiniCRM vin deja cu un pipeline predefinit. Astfel, \u00ee\u021bi va fi mult mai u\u0219or s\u0103 porne\u0219ti de la liniile mari ale acestuia, \u0219i s\u0103-\u021bi construie\u0219ti propria procedur\u0103 de lucru.<\/p>\n<div class=\"alert alert-info\">Fiecare produs va avea c\u00e2te un pipeline, specific procedurii gestionate \u00een el.<\/div>\n<p>Pa\u0219ii prev\u0103zu\u021bi \u00een pipeline-ul t\u0103u reprezint\u0103 pa\u0219ii prin care vei trece cu fiecare card de oportunitate din produs.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58450 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-13.39.11.png\" alt=\"\" width=\"2828\" height=\"1310\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-13.39.11.png 2828w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-13.39.11-300x139.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-13.39.11-1024x474.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-13.39.11-768x356.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-13.39.11-1536x712.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-13.39.11-2048x949.png 2048w\" sizes=\"auto, (max-width: 2828px) 100vw, 2828px\" \/><\/p>\n<p>At\u00e2t timp c\u00e2t ai add on-ul de <strong>Personalizarea Pipeline-ului<\/strong> \u00een abonamentul t\u0103u (\u0219i nu te afli \u00eentr-un produs de V\u00e2nz\u0103ri Semiautomate, Facturare, Webshop), vei observa o iconi\u021b\u0103 cu un creiona\u0219 \u00een capul pipeline-ului t\u0103u.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58451 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-13.46.30.png\" alt=\"\" width=\"2850\" height=\"1304\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-13.46.30.png 2850w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-13.46.30-300x137.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-13.46.30-1024x469.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-13.46.30-768x351.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-13.46.30-1536x703.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-13.46.30-2048x937.png 2048w\" sizes=\"auto, (max-width: 2850px) 100vw, 2850px\" \/><\/p>\n<p>D\u00e2nd click pe aceasta, vei fi redirec\u021bionat \u00een ecranul de editare a pipeline-ului:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58458 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-14.45.38.png\" alt=\"\" width=\"2852\" height=\"1314\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-14.45.38.png 2852w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-14.45.38-300x138.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-14.45.38-1024x472.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-14.45.38-768x354.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-14.45.38-1536x708.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-14.45.38-2048x944.png 2048w\" sizes=\"auto, (max-width: 2852px) 100vw, 2852px\" \/><\/p>\n<h3 id=\"anchor-2\" style=\"text-align: justify;\">Ce reprezint\u0103 cele patru etape din pipeline?<\/h3>\n<div class=\"alert alert-info\">Exist\u0103 \u0219i produse cu mai pu\u021bin de patru etape implicite, precum cel Custom. Cu toate acestea, dac\u0103 nu ai o procedur\u0103 extrem de diferit\u0103 fa\u021b\u0103 de ce urmeaz\u0103 s\u0103-\u021bi descriem, \u00ee\u021bi recomand\u0103m s\u0103 faci personalizarea cu aceea\u0219i filosofie \u00een minte.<\/div>\n<p>Un prim lucru pe care vrem s\u0103 \u021bi-l aducem \u00een vedere este c\u0103 orice pipeline va avea patru etape. De\u0219i le po\u021bi redenumi oricum vrei, filosofia din spatele acestora este dup\u0103 cum urmeaz\u0103:<\/p>\n<p><strong>Prima categorie &#8211; Aici ar trebui s\u0103 \u021bii cardurile pe care nu le-ai procesat \u00eenc\u0103.<\/strong><\/p>\n<p>De exemplu, aici po\u021bi aduna cererile de ofert\u0103 primite dintr-un formular de pe website, clien\u021bii proasp\u0103t prospecta\u021bi cu care nu ai apucat \u00eenc\u0103 s\u0103 intri \u00een contact, ori proiectele de care nu te-ai apucat \u00eenc\u0103.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58459 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-14.48.42.png\" alt=\"\" width=\"1188\" height=\"190\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-14.48.42.png 1188w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-14.48.42-300x48.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-14.48.42-1024x164.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-14.48.42-768x123.png 768w\" sizes=\"auto, (max-width: 1188px) 100vw, 1188px\" \/><\/p>\n<p><strong>A doua categorie &#8211; Aici ar trebui s\u0103 \u021bii cardurile asupra c\u0103rora trebuie s\u0103 te concentrezi acum.<\/strong><\/p>\n<p>\u00cen mod ideal, aici trebuie s\u0103 consemnezi pa\u0219ii activi prin care vrei s\u0103 treci cu clien\u021bii \u0219i proiectele tale.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58460 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-14.49.22.png\" alt=\"\" width=\"1174\" height=\"440\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-14.49.22.png 1174w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-14.49.22-300x112.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-14.49.22-1024x384.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-14.49.22-768x288.png 768w\" sizes=\"auto, (max-width: 1174px) 100vw, 1174px\" \/><\/p>\n<p><strong>A treia categorie &#8211; O colec\u021bie de clien\u021bi ori proiecte pe care ai reu\u0219it s\u0103 le \u00eenchizi cu succes.<\/strong><\/p>\n<p>Odat\u0103 ce un client ori un proiect s-a concretizat cu succes \u0219i nu mai trebuie s\u0103 revii cu el activ asupra procedurii din produsul respectiv, va apar\u021bine acestei a treia categorii.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-58461\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-14.50.02-1024x165.png\" alt=\"\" width=\"1024\" height=\"165\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-14.50.02-1024x165.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-14.50.02-300x48.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-14.50.02-768x123.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-14.50.02.png 1170w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p><strong>A patra categorie &#8211; O colec\u021bie de clien\u021bi ori proiecte pe care nu ai reu\u0219it s\u0103 le \u00eenchizi cu succes.<\/strong><\/p>\n<p>\u00cen mod similar ca mai sus, merit\u0103 s\u0103 ai \u0219i un segment al bazei de date pe care, momentan, nu ai reu\u0219it s\u0103 \u00eel concretizezi cum \u021bi-ai dorit. Astfel, la momentul potrivit, \u00ee\u021bi va fi mai u\u0219or s\u0103 g\u0103se\u0219ti eventuale oportunit\u0103\u021bi de reactivare.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-58462\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-14.50.29-1024x162.png\" alt=\"\" width=\"1024\" height=\"162\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-14.50.29-1024x162.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-14.50.29-300x48.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-14.50.29-768x122.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-14.50.29.png 1162w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<h3 id=\"anchor-3\" style=\"text-align: justify;\">Cum po\u021bi ad\u0103uga\/edita statusuri (pa\u0219i) noi, pentru fiecare etap\u0103 din pipeline?<\/h3>\n<p>Po\u021bi ad\u0103uga pa\u0219i noi \u00een oricare dintre cele patru etape, tr\u0103g\u00e2nd c\u00e2te o c\u0103su\u021b\u0103 pe r\u00e2nd din dreapta c\u0103tre st\u00e2nga (prin metoda drag &amp; drop).<\/p>\n<div class=\"alert alert-danger\">\u00cen eventualitatea \u00een care vrei s\u0103 tragi un pas nou \u00een pipeline dar acesta refuz\u0103 s\u0103 se pozi\u021bioneze a\u0219a cum vrei tu, nu intra \u00een panic\u0103! \ud83d\ude42 Pozi\u021bioneaz\u0103-l oriunde altundeva pe pipeline, iar apoi trage-l acolo unde \u00ee\u021bi dore\u0219ti s\u0103 ajung\u0103.<\/div>\n<p>Pentru orice status proasp\u0103t ad\u0103ugat sau deja prezent, po\u021bi face urm\u0103toarele modific\u0103ri:<\/p>\n<ul>\n<li>Po\u021bi modifica numele statusului<\/li>\n<li>Po\u021bi modifica pozi\u021bia, a\u0219ez\u00e2nd cursul pe cap\u0103tul din st\u00e2nga al statusului \u0219i tr\u0103g\u00e2ndu-l \u00een pozi\u021bia dorit\u0103<\/li>\n<li>Po\u021bi schimba culoarea cu care apare \u00een pipeline, d\u00e2nd click pe culoarea deja atribuit\u0103 \u0219i modific\u00e2nd-o<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-58463\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-14.52.08-1024x341.png\" alt=\"\" width=\"1024\" height=\"341\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-14.52.08-1024x341.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-14.52.08-300x100.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-14.52.08-768x256.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-14.52.08.png 1532w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<h3>Cum po\u021bi \u0219terge un status?<\/h3>\n<p>Pentru a \u0219terge un status, d\u0103 click pe iconi\u021ba ro\u0219ie din dreptul s\u0103u.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58464 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-14.55.42.png\" alt=\"\" width=\"1174\" height=\"274\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-14.55.42.png 1174w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-14.55.42-300x70.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-14.55.42-1024x239.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-14.55.42-768x179.png 768w\" sizes=\"auto, (max-width: 1174px) 100vw, 1174px\" \/><\/p>\n<p>Dac\u0103 acest status este deja legat de un filtru, de un formular, ori de o automatizare, sistemul te va ruga s\u0103-i indici cu ce alt status s\u0103-l \u00eenlocuiasc\u0103 \u00een cadrul acestora.<\/p>\n<p>\u00cen plus, dac\u0103 exist\u0103 deja un num\u0103r de carduri care se afl\u0103 \u00een statusul \u00een cauz\u0103, sistemul te va ruga s\u0103-i ar\u0103\u021bi unde ar trebui s\u0103 trimit\u0103 cardurile respective.<\/p>\n<div class=\"alert alert-danger\">Aceast\u0103 selec\u021bie este ireversibil\u0103. Dac\u0103, ulterior, vei dori s\u0103 recreezi statusul \u0219ters \u0219i s\u0103 reatribui lui cardurile de dinainte (fie doar \u0219i o parte din ele), va trebui s\u0103 realizezi un <a href=\"https:\/\/www.minicrm.ro\/help\/cum-editez-cardurile-in-masa\/\">import de actualizare<\/a>. C\u00e2t prive\u0219te filtrele, formularele \u0219i automatiz\u0103rile, acolo va trebui s\u0103 faci modificarea manual.<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58455 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-14.44.09.png\" alt=\"\" width=\"1166\" height=\"866\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-14.44.09.png 1166w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-14.44.09-300x223.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-14.44.09-1024x761.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-14.44.09-768x570.png 768w\" sizes=\"auto, (max-width: 1166px) 100vw, 1166px\" \/><\/p>\n<h3 id=\"anchor-4\" style=\"text-align: justify;\">Bune practici \u00een customizarea unei proceduri de lucru (a unui pipeline)<\/h3>\n<p>Exist\u0103 c\u00e2teva bune practici pe care este bine s\u0103 le iei \u00een calcul atunci c\u00e2nd define\u0219ti procedura de lucru din cadrul pipeline-ului.<\/p>\n<p>Recomandarea noastr\u0103 principal\u0103 este s\u0103 te consul\u021bi cu Account Managerul pentru orice modificare pe care dore\u0219ti s\u0103 o aduci acestuia, mai ales dac\u0103 \u00eenc\u0103 e\u0219ti la \u00eenceput de implementare.<\/p>\n<p>Dar iat\u0103 \u0219i aici un checklist cu cele mai importante lucruri de care este bine s\u0103 \u021bii cont:<\/p>\n<ol>\n<li>Nu confunda statusurile cu ac\u021biunile efective pe care trebuie s\u0103 le faci pe un client. Un status reprezint\u0103\u00a0 o born\u0103 la care ai ajuns cu un client \u0219i poate cuprinde mai multe ac\u021biuni de \u00eentreprins cu acesta. De exemplu, pasul de <strong>Follow-up ofert\u0103 <\/strong>poate consta \u00eentr-un e-mail, un telefon \u0219i posibil \u0219i eventuale \u00eent\u00e2lniri cu clientul, pentru clarific\u0103ri suplimentare. De\u0219i ac\u021biunile luate sunt multiple, borna r\u0103m\u00e2ne aceea\u0219i.<\/li>\n<li>Ca o regul\u0103 de baz\u0103, g\u00e2nde\u0219te-te la statusuri ca borne pe care \u00ee\u021bi ia cel pu\u021bin o zi s\u0103 le parcurgi cu un client.<\/li>\n<li>Nu complica prea mult procedura de lucru. G\u00e2nde\u0219te-te la pa\u0219ii pipeline-ului \u00een concomitent cu tipurile de sarcin\u0103.<\/li>\n<li>Nu ad\u0103uga mai mult de 5-6 pa\u0219i \u00eentr-o singur\u0103 etap\u0103 din cele patru. Cu c\u00e2t e mai complex\u0103 procedura, cu at\u00e2t va fi mai u\u0219or colegilor s\u0103 se piard\u0103 \u00een ea.<\/li>\n<li>Nu uita c\u0103 vei putea mereu s\u0103 faci ajust\u0103ri pe parcurs, deci nu trebuie s\u0103 fie totul perfect \u00eenainte s\u0103 demarezi treaba \u00een sistem \u00een cadrul echipei.<\/li>\n<\/ol>\n<h3 id=\"anchor-5\" style=\"text-align: justify;\">Ce rapoarte se \u00eenregistreaz\u0103 automat, \u00een baza pipeline-ului?<\/h3>\n<p>Pentru acei utilizatori cu rol de manager sau administrator de sistem, exist\u0103 o serie de rapoarte care se \u00eentocme\u0219te \u0219i se actualizeaz\u0103 automat, \u00een mod constant.<\/p>\n<p>Aceasta poate fi reg\u0103sit\u0103 sub numele oric\u0103rui produs, ca sub-categorie:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58474 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-16.08.46.png\" alt=\"\" width=\"384\" height=\"396\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-16.08.46.png 384w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-16.08.46-291x300.png 291w\" sizes=\"auto, (max-width: 384px) 100vw, 384px\" \/><\/p>\n<p>Pe panoul c\u0103tre care aceast\u0103 zon\u0103 trimit\u0103, o s\u0103 reg\u0103se\u0219ti trei rapoarte specifice evolu\u021biei \u00een pipeline a cardurilor:<\/p>\n<ol>\n<li>Rat\u0103 \u00eenchidere<\/li>\n<li>Oportunitate nou\u0103<\/li>\n<li>Status v\u00e2nzare<\/li>\n<\/ol>\n<div class=\"alert alert-info\">Odat\u0103 ce intri \u00een fiecare dintre rapoarte, o s\u0103 po\u021bi vizualiza informa\u021bia respectiv\u0103 at\u00e2t global c\u00e2t \u0219i \u00een mod selectiv. Po\u021bi seta ni\u0219te parametri de timp precum \u0219i alte filtre, din partea dreapt\u0103 a raportului.<\/div>\n<div class=\"alert alert-info\">Pe l\u00e2ng\u0103 acestea trei de mai sus, po\u021bi crea orice fel de rapoarte ai nevoie, la comand\u0103, prin serviciul de Business Intelligence pe care MiniCRM \u00eel ofer\u0103. Dac\u0103 te intereseaz\u0103 s\u0103 afli mai multe detalii despre acest subiect, consult\u0103 <a href=\"https:\/\/www.minicrm.ro\/help\/nou-business-intelligence-bi-in-minicrm\/\">pagina de help dedicat\u0103<\/a> \u0219i d\u0103-ne de \u0219tire la suport@minicrm.ro odat\u0103 ce ai o idee despre rapoartele pe care le dore\u0219ti.<\/div>\n<p><strong>Raportul de rat\u0103 \u00eenchidere<\/strong> \u00ee\u021bi ofer\u0103 o statistic\u0103 referitoare la performan\u021bele agen\u021bilor t\u0103i de v\u00e2nz\u0103ri.<\/p>\n<p>\u00cen cadrul acestuia, o s\u0103 vezi o list\u0103 cu to\u021bi utilizatorii ce interac\u021bioneaz\u0103 cu pipeline-ul, iar scorul lor va fi calculat \u00een func\u021bie de dou\u0103 aspecte:<\/p>\n<ul>\n<li>Rata de \u00eenchidere cu succes (mai precis, num\u0103rul de carduri pe care \u00eel mut\u0103 un utilizator \u00eentr-un status din categoria de <em><strong>Cu succes<\/strong> <\/em>comparat cu num\u0103rul de carduri pe care le mut\u0103 \u00eentr-un status din categoria de <strong><em>F\u0103r\u0103 succes<\/em> <\/strong>)<\/li>\n<li>Durata v\u00e2nz\u0103rii (num\u0103rul mediu de zile \u00eenregistrate de la prima ac\u021biune a utilizatorului pe un card \u0219i p\u00e2n\u0103 la mutarea cardului respectiv \u00eentr-un status de<em><strong> Cu succes\/F\u0103r\u0103 succes<\/strong><\/em>)<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58475 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-16.16.16.png\" alt=\"\" width=\"1876\" height=\"354\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-16.16.16.png 1876w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-16.16.16-300x57.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-16.16.16-1024x193.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-16.16.16-768x145.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-16.16.16-1536x290.png 1536w\" sizes=\"auto, (max-width: 1876px) 100vw, 1876px\" \/><\/p>\n<p><strong>Raportul de oportunitate nou\u0103<\/strong> \u00ee\u021bi arat\u0103 acurate\u021bea respect\u0103rii pipeline-ului de c\u0103tre echipa ta.<\/p>\n<p>Dup\u0103 cum indic\u0103 \u0219i legenda sa, aici po\u021bi vizualiza, defalcat pe s\u0103pt\u0103m\u00e2ni ale anului:<\/p>\n<ul>\n<li>num\u0103rul de clien\u021bi\/proiecte ad\u0103ugate \u00een ultima perioad\u0103 \u0219i \u00eenchise cu succes<\/li>\n<li>num\u0103rul de clien\u021bi\/proiecte ad\u0103ugate \u00een ultima perioad\u0103 \u0219i \u00eenchise f\u0103r\u0103 succes<\/li>\n<li>num\u0103rul de clien\u021bi\/proiecte neconcretizate \u00eenc\u0103, dar pe care se lucreaz\u0103 activ<\/li>\n<li>num\u0103rul de clien\u021bi\/proiecte neconcretizate \u00eenc\u0103, dar care au r\u0103mas \u00een acela\u0219i status de peste 30 de zile<\/li>\n<\/ul>\n<p>Pu\u021bin mai jos, sub tabel, po\u021bi chiar accesa listele cu clien\u021bii concre\u021bi, din fiecare segment al graficului.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58477 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-16.26.07.png\" alt=\"\" width=\"1870\" height=\"1162\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-16.26.07.png 1870w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-16.26.07-300x186.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-16.26.07-1024x636.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-16.26.07-768x477.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-16.26.07-1536x954.png 1536w\" sizes=\"auto, (max-width: 1870px) 100vw, 1870px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><strong>Pentru raportul de Status V\u00e2nzare<\/strong>, va trebui s\u0103 dai scroll p\u00e2n\u0103 \u00een josul paginii, unde \u00eel vei putea accesa cu hyperlink.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58478 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-16.30.29.png\" alt=\"\" width=\"2836\" height=\"1296\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-16.30.29.png 2836w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-16.30.29-300x137.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-16.30.29-1024x468.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-16.30.29-768x351.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-16.30.29-1536x702.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-16.30.29-2048x936.png 2048w\" sizes=\"auto, (max-width: 2836px) 100vw, 2836px\" \/>Acesta \u00ee\u021bi va oferi posibilitatea s\u0103 vizualizezi num\u0103rul total de carduri care au trecut printr-un anumit status \u00eentr-o perioad\u0103 determinat\u0103, permi\u021b\u00e2ndu-\u021bi astfel s\u0103 faci preziceri referitoare la eventualele trenduri din viitor.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58479 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-16.32.11.png\" alt=\"\" width=\"2834\" height=\"1298\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-16.32.11.png 2834w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-16.32.11-300x137.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-16.32.11-1024x469.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-16.32.11-768x352.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-16.32.11-1536x704.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2025-01-30-at-16.32.11-2048x938.png 2048w\" sizes=\"auto, (max-width: 2834px) 100vw, 2834px\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Rezumat Personalizarea pipeline-ului reprezint\u0103 definirea pa\u0219ilor procedurii prin care dore\u0219ti s\u0103 treci cu cardurile tale de oportunitate. C\u00e2nd vine vorba despre acest subiect, exist\u0103 trei aspecte extrem de importante pe care este important s\u0103 le \u0219tii: ATEN\u021aIONARE 1: Posibilitatea de a-\u021bi personaliza pipeline-ul produselor nu face parte din func\u021bionalit\u0103\u021bile de baz\u0103 ale sistemului. Aceasta trebuie [&hellip;]<\/p>\n","protected":false},"author":54,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2509,2507],"tags":[],"class_list":["post-20817","post","type-post","status-publish","format-standard","hentry","category-setari-produs","category-setari-si-administrare"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Configurarea Pipeline-ului - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Rezumat Personalizarea pipeline-ului reprezint\u0103 definirea pa\u0219ilor procedurii prin care dore\u0219ti s\u0103 treci cu cardurile tale de oportunitate. 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